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850-692-2500 x 3
As a Wealth Advisor, Accredited Investment Fiduciary, and Behavioral Financial Advisor with nearly two decades of experience, Eddie's education, expertise, and professional affiliations give him the ability to utilize a holistic...
850-692-2500 x 1
We welcomed Shari to Private Wealth Management in March 2019. Prior to joining us, she worked in the financial services industry for almost 20 years as Operations Manager and has more than 30 years of management experience. Our...
Jenna is responsible for the management and coordination of all marketing and events of Private Wealth Management & Consulting, LLC. This responsibility includes conducting research, maintaining contact databases, development of...
850-692-2500 x 6
Originally from Melbourne, FL, Connor moved to Tallahassee for school to pursue a Bachelors of Economics and Finance degree. He is involved in various leadership organizations on campus such as the Student Government Association...