822 A1A North, Suite 310
Ponte Vedra Beach, FL 32082
(904) 514-7970 – Brian Cotroneo
(904) 549-9901 – Main Office
Send Email
Supported by the firm's investment and operations teams, Brian heads our Jacksonville office. As a seasoned U.S. Navy veteran and financial professional, Brian provides financial planning and investment advice to clients in central and northern Florida. He specializes in working with military families, executives, and special needs families. For more information on Brian, please Meet Our Team.
To schedule a meeting or call with Brian, please click here.