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Wealth management is a term that means different things to different people. However, most agree that the word “management” is meant to be a positive—as in grow, protect, reduce risk, help me sleep at night. Jacksonville Magazine has partnered with the National Association of Board Certified Advisory Practices (NABCAP) to present a list of the region’s leading wealth managers. The list is published in its entirety in the August 2013 edition of 904 Magazine and the October 2013 edition of Jacksonville Magazine. Posted here are select profiles from the list.

The Lighthouse Group at Morgan Stanley

Pictured: (left to right) Dennis Rosa, Susan LeMasters, Brian Stokes,  & Jared Policastro 50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 904.273.7563 • morganstanleyfa.com/lighthouse Describe your practice. The Lighthouse Group takes a panoramic approach to organizing wealth. We start with questions that help solve problems, simplify decisions and create clarity for your […]

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Krier Wealth Management

3840 Belfort Rd., Suite 201, Jacksonville, FL 32216 • 904.296.8138 • 800.624.2376 • krierwealth.com Describe your practice Krier Wealth Management is fiercely independent. We deliver wealth management with expertise, integrity and consistency. Our straight forward approach caters to individuals and businesses looking for customized solutions. Our staff is comprised of seasoned veterans from various areas […]

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CPA Retirement Planning

Pictured: (left to right) John Linge, Mary Vertner, Libby Deutsch, Emily Engstrom & Scott Reid Blueprinting Successful Retirements 165 Wells Rd., Suite 407, Orange Park, FL 32073 • 888.541.0076 • retirewithcpa.com Describe your practice’s investment philosophy CPA Retirement Planning is proud to have developed a Quantitative Tactical Asset Allocation Strategy called DRIPS that uses mathematical […]

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The Beard, Storm, Chappell Group

UBS Wealth Management One Independent Dr., 30th Floor, Jacksonville, FL 32202 • 904.301.3122 • ubs.com/team/thebscgroup Describe your practice. The mission of our team is to provide financial peace of mind to our clients. We focus on providing objective, unbiased, experienced advice to a select group of families and institutions. With more than 140 years of […]

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The Baggs Dixon Powell Group at Morgan Stanley

Pictured: (left to right) Bill Dixon, Wendy R. Kennedy, Andrew C. Baggs & Neil B. Powell 50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • 904.273.7584 • morganstanleyfa.com/baggsdixonpowellgroup (c) 2014 Morgan Stanley Smith Barney LLC, Member SIPC. CRC 970651 7/14 Describe your practice. Our wealth management team, which consists of three wealth advisors, […]

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B&C Financial

The Butensky & Cohen Building, 110 Professional Dr., Ste. 101, Ponte Vedra Beach, FL 32082 • 904.273.9850 • BandCfinancial.com Who We Are & What We Do We are a hands-on, fee-only, registered investment advisor, managing assets for individuals, corporations and trusts. Fee-only means no mark-ups, no commissions, and no product sales; just personalized, professional service […]

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The Awad Wealth Management Group

UBS Financial Services Inc. 816 A1A North, Suite 300, Ponte Vedra Beach, FL 32082 • 904.280.6006 Pictured: (left to right) Jon Awad, Ann Marie LaVista, Rich LaVista, Beth Ratliff & John Grannis Describe your practice The Awad Wealth Management Group is a “client focused” Wealth Management practice, dedicated and passionate about providing investment solutions, customized […]

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Nelrae Pasha Ali, CFP®, CRPC® of Wells Fargo Advisors, LLC

1 Independent Drive, 20th Floor, Jacksonville, FL 32202 • 904.351.7773 • email: Nelrae.P.Ali@wellsfargo.com • nelraeali.wfadv.com Describe your practice. As a dedicated professional Senior Financial Advisor who has spent over 15 years in the financial industry, my practice is dedicated and focused on developing strategies and solutions for the unique needs of our high net worth […]

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Montoya & Associates

Pictured: (left to right) Chriss Spires, Trevor D. Harkness, H. William Montoya, Jud Durel, Jason Griggs & Joe Malzacher 236 Ponte Vedra Park Dr., Suite 101, Ponte Vedra Beach, FL 32082 • 904.280.2028 • 800.965.5554 • montoyaassociates.com Our goal is straightforward: to help our clients grow, preserve and transfer wealth, whatever their circumstances may be. […]

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