Contact Us
Jacksonville Office
| Jonathan Moskowitz Managing Director-Investments Senior Financial Advisor Email Jonathan Connect to LinkedIn P: 904-351-7650 |
Brad Rude Managing Director- Investments Senior Financial Advisor Email Brad P: 904-351-7641 |
Jan Clements Senior Vice President- Investment Officer Senior Financial Advisor Email Jan P: 904-351-7705 |
Curtis Kroll, AWMA® Vice President- Investment Officer Financial Consultant Email Curtis Connect on LinkedIn P: 904-351-7649 |
Kyle Kennington, AWMA® CRPC® Financial Consultant Email Kyle P: 904-351-7674 |
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Karen Gibson Senior Registered Client Associate Vice President Email Karen Connect on LinkedIn P: 904-351-7622 |
Angela Fettik, FPQP® Senior Registered Client Associate Assistant Vice President Email Angela P: 904-351-7615 |
Tonja Holmes Registered Client Associate Email Tonja P: 904-351-7621 |
1 Independent Drive, Suite 2400 | Jacksonville, FL 32022 | (800) 342-0689 toll free | (904) 351-7601 fax
Daytona Beach Office
| Jonathan Moskowitz Managing Director-Investments Senior Financial Advisor Email Jon Connect on LinkedIn P: 904-351-7650 |
Brad Rude Managing Director- Investments Senior Financial Advisor Email Brad P: 904-351-7641 |
Curtis Kroll, AWMA® Vice President- Investment Officer Financial Consultant Email Curtis Connect on LinkedIn P: 904-351-7649 |
Kyle Kennington, AWMA® CRPC® Financial Consultant Email Kyle P: 904-351-7674 |
1540 Cornerstone Blvd, Suite 110 | Daytona Beach, FL 32117 | (800) 677-5488 toll free | (386) 274-2271 fax
Ft. Lauderdale Office
| Jeffrey Saster Senior Vice President- Investment Officer Senior Financial Advisor Email Jeffrey Connect on LinkedIn P: 954-356-0286 |
Jonathan Moskowitz Managing Director-Investments Senior Financial Advisor Email Jon Connect on LinkedIn P: 904-351-7650 |
Brad Rude Managing Director- Investments Senior Financial Advisor Email Brad P: 904-351-7641 |
Curtis Kroll, AWMA® Vice President- Investment Officer Financial Consultant Email Curtis Connect on LinkedIn P: 904-351-7649 |
Kyle Kennington, AWMA® CRPC® Financial Consultant Email Kyle P: 904-351-7674 |
350 E. Las Olas Boulevard, 19th Flooor | Ft. Lauderdale, FL 33301 | (800) 467-6800 toll free | (954) 356-0299 fax