Orlando

(407) 970-2991 – Mobile
(239) 598-4747 – Main Office
(239) 598-4244 – Fax
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James Asbridge, CFP®
Financial Planner

Supported by the firm's investment and operations teams, James heads our Orlando office. Having served clients since 2008, James provides financial planning and investment advice to clients in central Florida. He specializes in working with high net work individuals and executives. For more information on James, please Meet Our Team.

To schedule a meeting or call with James, please click here.

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Matthew Johnson, CFP®, AEP®, ChFC®
Senior Financial Planner
Matt oversees the firm's financial planning effort. For over 15 years Matt has helped people with a variety of financial planning and investment needs. He specializes in advising high net worth families, executives, and special needs families.
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Jack Brown, CFA
Chief Investment Officer
James Neel, CFA
Senior Portfolio Manager
Michael Chapman, CFA
Portfolio Manager

 

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