Top CFOs is pleased to announce The Top 50 Financial Advisors of Jacksonville for 2022. Healthcare, retail, finance, and insurance all help form Jacksonville's diverse economic base. This year’s awardees are guiding and driving growth for individuals and families, business owners, and entrepreneurs throughout the state and beyond. Their deep analytical abilities and insight into wealth management is invaluable and their dedication is prodigious.
Among this year’s awardees is Ken Yager, Founder and President of Newpoint Advisors, who has rapidly helped companies with revenue between $1 million to $50 million dollars with fixing their cash flow and operations allowing for future profitability. Awardee Doug Tutwiler, Financial Advisor and Vice President with the Ball, Courtney & Patrick Group of Merrill, is a Retirement Benefits Consultant, a designation is only awarded to a select group of firm-wide advisors who have completed a rigorous assessment process and training program. Also awarded is Ryan Jones, Senior Vice President and Financial Advisor with Raymond James, who has previously been awarded as a Premier Advisor at his past firm for his high level of standards with revenue generation, educational attainment and client-service best practices.
This year’s awardees embody the highest level of sophistication in their practices. Please join us in celebrating the accomplishments of The Top 50 Financial Advisors of Jacksonville for 2022.
1. Ken Yager
Founder & President, Newpoint Advisors
Ken Yager is the Founder and President of Newpoint Advisors. For more than 30 years and over 200 engagements, Yager has rapidly helped companies with revenue $1MM to $50MM fix their cash flow and plan cash flow and operations changes for future profitability. He helps owners and managers understand the cash flow impact of their decisions and actions to ensure optimal operations that lead to good cash flow. Yager and his team help create cash flow forecasts and budgets using Cash Flow Launcher™. They teach owners and managers how to manage cash on their own, but also deploy their own proprietary diagnostic tool to help with the changes needed to ensure a business becomes stronger.
Before founding Newpoint Advisors, Yager was a senior managing director at GlassRatner Advisory & Capital Group and before that a principal and owner at Morris Anderson. Earlier in his career he worked with Salomon Brothers as an associate. Yager graduated from Northwestern University - Kellogg School of Management with an MM in strategy and from Tulane University with an undergraduate degree in management and business.
2. Milton Nuckols
Senior Financial Advisor, SVP & Investment Officer, Wells Fargo Advisors
Milton Nuckols is a Senior Financial Advisor, Senior Vice President, and Investment Officer with Wells Fargo Advisors. For over two decades, he has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, he has dedicated his career to delivering the personalized investment planning service his clients deserve. Nuckols has 32 years of experience. He began his career in 1990.
Nuckols earned an undergraduate degree in business administration with a concentration in finance from the E. Claiborne Robins School of Business at the University of Richmond. He holds an MBA from William Patterson University. Nuckols holds the Series 7 and 66 registrations along with the CFP® and CIMA® designations.
3. Scott Levinson
Private Client Advisor & VP, J.P. Morgan
Scott Levinson is a Private Client Advisor and Vice President of J.P. Morgan, a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. They have been helping their clients to do business and manage their wealth for more than 200 years. J.P. Morgan’s business has been built upon its core principle of putting its clients' interests first. Levinson has 12 years of experience. He began his career in 2010.
Before his current role, Levinson was a private client banker and before that, a registered representative at NYLIFE Securities LLC. Earlier in his career he worked with The Kelly Group Credit Consulting as a credit consultant. Levinson graduated from The City College of New York with a MA in international relations and affairs and from SUNY New Paltz with an undergraduate degree in international relations and affairs.
4. George Dunn
Senior Financial Advisor & Managing Director, Merrill Lynch Wealth Management
George Dunn is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He has over 30 years of experience in providing investment consulting services to both institutions and high-net-worth individuals and families. Passionate about investments, he has been called upon to be a member of the Institutional Research Committee for the Merrill Lynch Advisory Council to Management and has also served as a chair of firmwide research committees of previous firms he worked for in the past 18 years. Applying that experience, Dunn leads the team's efforts in coordinating the resources needed to identify investment managers and set asset allocations as he works to serve the needs of our institutional clients.
Dunn has received many industry accolades, including being ranked number two in the state of Maryland on Barron's 2012 list of Top 1,000 Financial Advisors in America-State by State. He also ranked in Barron's lists of the Top 100 Financial Advisors and Top 100 Independent Financial Advisors in the nation in 2009, 2010 and 2011. He is a founder and past president of the Association of Professional Investment Consultants (APIC) and a founder and former president of the Investment Management Consultants AssociationSM (IMCA®). Dunn is a frequent speaker at regional and national investment conferences and symposia on topics that impact nonprofit organizations. He is a graduate of Georgetown University.
View the complete list of awardees.
5. Doug Tutwiler
Financial Advisor & VP, Ball, Courtney & Patrick Group
Doug Tutwiler is a Financial Advisor and Vice President with the Ball, Courtney & Patrick Group of Merrill Lynch Wealth Management. He joined the group in 2015 partnering with a team that has over 125 years of experience in the wealth management business entirely at Merrill. Their team is passionate about helping manage the financial affairs for a number of families and institutions locally and across the country. As stewards of clients' financial well-being, they are honored by the opportunity to have a positive effect on clients' lives. In addition to serving private clients, Tutwiler is a retirement benefits consultant through Merrill and holds the Certified Plan Fiduciary Advisor designation. He works with corporate executives and business owners helping them integrate their benefits programs into a sound long-term financial strategy. This focus includes helping with corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans.
Prior to Merrill, Tutwiler spent the first 6 years of his professional career with Deutsche Bank in foreign exchange. During this time he gained invaluable experience working on Wall Street before returning home to Jacksonville. Tutwiler graduated from the University of Florida with a degree in finance and a minor in anthropology.
7. Philip Rogero
Founder & CEO, Rogero Wealth Planning
Philip Rogero, Founder and CEO of Rogero Wealth Planning, is a 3rd generation financial advisor who brings a wealth of knowledge and experience in financial services to clients in the Jacksonville and surrounding areas. He attributes his success and knowledge to his grandfather, Stephen Rogero Sr, and his father, Michael Rogero Sr, who along with Philip combine for almost a century of experience. He provides personalized financial planning services, helping clients define and achieve their financial goals through tailored solutions. Philip focuses on helping clients develop strategies to help build their retirement income and protection planning through education, knowledge, and utilization of financial tools and strategies. By developing personalized strategies, Philip strives to help increase their efficiency of wealth accumulation, retirement income, and wealth transfer.
Philip has been a perennial top producer and consistently achieves many industry awards. He has grown his clients to span across 15 different states. He holds two professional designations, Financial Services Certified Professional awarded by The American College, and Chartered Retirement Plan Specialist granted by The College for Financial Planning. Philip’s family history goes deep as one of the founding families of St. Augustine, Florida. As a native of the area, Philip understands what small communities are about and finds ways to help others succeed and reach their goals and beyond. He is a graduate of the University of Central Florida.
8. David Vigil
Managing Director & Private Wealth Advisor, LPL Financial Vigil Wealth Management
David Vigil is a Managing Director and Private Wealth Advisor with LPL Financial Vigil Wealth Management. He first joined the firm in 2017. Vigil has vast experience working with and managing money for high-net-worth clients. As a Certified Financial Planner Practitioner™ and Certified Investment Management Analyst, his focus is on providing comprehensive financial planning and wealth management strategies for high-net-worth families, entrepreneurs, and business owners.
Previously, Vigil was an SVP and private financial advisor at SunTrust Investment Services, Inc. and before that, a senior consultant at Morgan Stanley. Vigil earned an undergraduate degree in accounting from Central Washington.
9. Bill Laird
Financial Advisor & Southeast Regional Leader, FORVIS Private Client
Bill Laird currently serves as Southeast Regional Leader and Financial Advisor at FORVIS Private Client. Additionally, he serves the firm as Vice Chair of the firm's Investment Policy Committee. In this role, Laird helps set the direction for FORVIS Private Client's investment methodology and client solutions, serving over $9.0 billion in client assets. As a financial advisor, he leads the wealth management services provided by FORVIS Private Client in the Jacksonville and Atlanta markets. He offers comprehensive wealth management services to clients encompassing both tax-planning and investment/insurance planning. His practice focuses heavily on transition planning, helping clients through the important decisions associated with life transition events such as retirement, sale of a business, divorce, and loss of a spouse.
Laird first got his start in 1999 as a senior research analyst at Wachovia Bank. From there, he went on to Raymond James Financial, before eventually rising to become a chief investment officer and financial advisor at DHG Wealth Advisors. Laird graduated from Stetson University with an undergraduate degree in finance.
11. Hudson Morse Parr
Financial Advisor, Morgan Stanley
Hudson Morse Parr is a Financial Advisor with Morgan Stanley. He first joined the firm in 2018.
Having the Morgan Stanley presence throughout his life due to his father’s role in the firm for 30 years, the values of doing the right thing and leading with exceptional ideas were instilled in him at an early age. Hudson offers a wide range of complementary services that add value to his clients’ financial future. He joined the Morgan Stanley team to build something bigger than himself, leveraging the core values of the firm to make an impact in the lives of clients and further generations, for years to come.
Previously, Hudson was an outside sales associate at EverBank. After graduating from the Darla Moore School of Business at the University of South Carolina on an athletic scholarship, he relocated to the Jacksonville area to achieve his MBA from Jacksonville University with a concentration in finance.
13. Craig Fricke
Financial Solutions Advisor of Strategic Accounts, Dun & Bradstreet
Craig Fricke is a Financial Solutions Advisor for Strategic Accounts with Dun & Bradstreet, a leading global provider of mission-critical data and insights to help its clients compete, grow and thrive. Fricke is responsible for developing strong opportunities at a senior level of finance and IT with Fortune 500 companies providing value-added solutions in the areas of decision support and portfolio management for credit risk management. His focus is primarily on fostering strong relationships with C-level and senior executives of clients and prospects within finance, sales, marketing, and operations with the objective of driving greater value and business impact of solutions. Fricke has 32 years of experience. He began his career in 1990.
Before joining Dun & Bradstreet, Fricke was a director of credit and collections at XO Communications and before that, a director of credit and collections at Global Telesystems. Earlier in his career he worked with ITT Financial Services as a financial analyst. Fricke graduated from Methodist University with an undergraduate degree in business administration and management.
14. Jim Heard
Partner & Private Wealth Manager, Creative Planning
Jim Heard is a Partner and Private Wealth Manager at Creative Planning. At Creative Planning, they believe there’s a richer way to wealth. Their financial planning-led approach considers income and investments, retirement goals, and tax situations to create a comprehensive financial plan that’s completely custom to an individual client. They believe it takes more than a wealth manager, but a full team of skilled specialists to optimize wealth. When working with Creative Planning, clients have access to a variety of financial disciplines, including Certified Financial Planner™ practitioners, CPAs and attorneys, led by experienced wealth managers, all of whom are fiduciaries.
From 1999 to 2020, Heard worked to build and grow TrueWealth, a wealth management firm dedicated to improving the lives of our clients. In October 2020, TrueWealth joined the national firm of Creative Planning. He now works with a select number of affluent individuals and families at Creative Planning as well as communicating with other firms who are considering joining their team. Heard graduated from Davidson College with an undergraduate degree in history.
View the complete list of awardees.
15. Will Montoya
Partner & Managing Advisor, Baldwin Krystyn Sherman
Will Montoya is a Partner and Managing Advisor with Baldwin Krystyn Sherman, an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted commercial insurance, private insurance, employee benefits and benefit administration, asset and income protection, and risk mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. BKS Partners has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that their clients consider an invaluable expansion of their business. Montoya helps CEO's, CFO's, HR directors and managers of mid-size to large corporations with risk management solutions, designing and consulting on their employee benefit packages, property and casualty, and retirement plans. The firm also assists these successful and busy leaders with managing their individual wealth. Montoya has 38 years of experience. He began his career in 1984.
Before joining Baldwin Krystyn Sherman, Montoya owned Montoya Financial Services and before that, he was a registered representative at Dean Witter Reynolds Inc. Earlier in his career he worked with ClubCorp as a staff accountant. Montoya graduated from Baker University with an undergraduate degree in business administration.
16. Taffy Remisiewicz
Senior Financial Planner, Facet Wealth
Taffy Remisiewicz is a Senior Financial Planner with Facet Wealth, one of the fastest-growing financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, they’re creating financial planning as it should be. Remisiewicz brings extensive experience, depth, and skills in financial planning and investing. Her capabilities address both fundamental and complex financial situations with clarity and efficiency in a comprehensive yet personalized approach. Remisiewicz has 18 years of experience. She began her career in 2004.
Before joining Facet Wealth, Remisiewicz was an SVP of business development at Touchstone Pathway and before that a CFP at Wealth Enhancement Group. Earlier in her career he worked with Navy Federal Investments & Insurance as a senior trust officer. Remisiewicz graduated from Auburn University with an undergraduate degree in public relations.
17. Jordan Nightingale
Senior Wealth Advisor & Director, MAI Capital Management
Jordan Nightingale is a Senior Wealth Advisor and Director with MAI Capital Management, a full-service wealth manager and registered investment adviser that caters to the financial planning and investment needs of high-net-worth individuals, ultra-high-net-worth families, successful business owners, and professional athletes. MAI also provides targeted investment solutions for financial advisors and institutional investors. Nightingale conducts comprehensive financial planning and portfolio management, with an emphasis on tax planning, estate planning and risk management. As he manages wealth holistically, he often interfaces with CPAs, attorneys and insurance professionals to ensure a smooth implementation process for his clients. Nightingale has 12 years of experience. He began his career in 2010.
Before joining MAI Capital Management, Nightingale was a wealth advisor at WJ Interests and before that, an associate wealth advisor at HFG Wealth Management. Earlier in his career he worked with Petersen Hastings as a wealth planner. Nightingale graduated from Texas Tech University with an MS in personal financial planning and an undergraduate degree in economics.
18. Adam Callender
VP & Financial Advisor, Regional Bank
Adam Callender is a Vice President and Financial Advisor with Regional Bank. He offers clients more than 10 years of retirement planning and investment management experience. His focus is on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, and executing an appropriate investment plan in order to obtain measurable results. Callender also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.
Previously, Callender was an investment executive at Fifth Third Securities and before that an assistant manager at Wells Fargo. Earlier in his career he worked with Enterprise Rent-A-Car as an account executive. Callender earned an undergraduate degree in business law from Michigan State University.
20. William Braude
VP & Financial Consultant, NBC Securities
William Braude is a Vice President and Financial Consultant with NBC Securities. He first joined the firm in 2012. Braude currently works with high-net-worth families, foundations and endowments to provide asset management and wealth solutions. He has over 35 years of experience.
Braude has significant experience in wealth management, corporate and executive services, investment banking, and branch management. He began his career with Robinson-Humphrey in 1986. He also worked at Alex Brown & Sons and Barnett Banks. While at Barnett Bank of Tallahassee, he worked closely with the area president, head of commercial banking, and head of the trust department to build a successful bank wealth management office. Prior to joining NBC Securities, he worked as a VP and financial consultant for RBC Wealth Management starting in 2006. Braude graduated from the University of Florida with an undergraduate degree in political science and government and from Florida State University with an MBA.
21. Todd Bernstein
First VP of Wealth Management & Financial Advisor, Janney Montgomery Scott
Todd Bernstein is a First Vice President of Wealth Management and Financial Advisor with Janney Montgomery Scott. He focuses on working with families to make recommendations designed to create, grow, protect, and share their wealth across family generations. Starting his career on Wall Street over 27 years ago, he brings knowledge and experience in making recommendations that have helped clients understand their respective financial and life goals, and take measured steps toward those goals.
Bernstein's mission is to help his clients and their families improve their financial lives. He does this by offering assistance in managing complex financial issues, using a unique approach to recommendations with an eye toward clients goals, whether that be something focused like education funding or an ongoing goal like building and managing wealth throughout the various stages of life. Bernstein graduated from Franklin Pierce University with an undergraduate degree in accounting and finance.
23. Jordan Lacy
Financial Advisor, Prudential Financial
Jordan Lacy began his career as an intern at Merrill Lynch Wealth Management in 2014. Following his internship Jordan then became an award-winning Regional Sales Manager with a different firm before eventually joining Prudential Advisors and co-founding Cornerstone Legacy Investment Advisors. Cornerstone Legacy Investment Advisors provide financial planning solutions, investment advisory services, and insurance to high-net-worth clients, business owners, and non-profit organizations.
Jordan was a student athlete at Fairmont State University and graduated with an undergraduate degree in business management and finance. He has been a Jacksonville resident for 7 years and is a proud member of the Masonic Grand Lodge of Florida.
View the complete list of awardees.
25. Carissa Jackson
VP & Private Wealth Advisor, Truist Wealth
Carissa Jackson is a Vice President and Private Wealth Advisor with Truist Wealth. She first joined the firm in 2021. In her role, Jackson helps affluent families navigate through the complexities of financial planning, risk tolerance, and providing creative solutions to help achieve their purpose and create a meaningful legacy. She has over 24 years of experience in the financial services industry helping clients and advisors with direction and guidance. Building meaningful relationships and providing excellent customer service with a white glove mentality is the center of her focus and career path.
Prior to joining Truist, Jackson worked on Wall Street and in all throughout the Southeast. She previously served as a regional VP at Brighthouse Financial and before that she was an independent retirement consultant. Earlier in her career she worked with Allianz as a VP. Jackson earned an undergraduate degree in business and corporate communications from Bob Jones University.
28. Chaz Huguenard
Financial Advisor & VP, First Horizon Advisors
Chaz Huguenard is a Financial Advisor with First Horizon Advisors in Ponte Vedra Beach. In this role, Huguenard and his team offer a full suite of financial services for their clients and families with an emphasis on financial planning and a goals based approach to protecting and growing their clients wealth for future generations. He and his team are fierce advocates and trusted advisors to their clients and keep their best interest at the heat of every financial decision.
Before joining First Horizon Advisors, Huguenard was a senior financial advisor at Merrill Lynch. Earlier in his career he worked with AT&T as a national distribution account executive. Huguenard is a Certified Plan Fiduciary Advisor.
31. Jacob Luther
Vice President Financial Advisor, Regions Investment Services
Serving as a Vice President Financial Advisor for Regions Investment Services in Jacksonville, FL, Jacob Luther has a gift for connecting with people, which is what has helped set him apart in his fourteen-year career. He makes it his personal mission to help his clients identify their goals to lay the framework for a prosperous and stable financial future. Jacob strives to stay connected and involved in the local community and plans to serve as a fixture in Jacksonville for years to come.
Before joining Regions Investment Services, Luther was a financial relationship consultant at Regions Bank and before that a financial solutions advisor at Merrill Lynch. Earlier in his career he worked with Citi as a client relations specialist.
35. Michael Jones
Retirement Specialist, Principal Financial Group
Michael Jones is a Retirement Specialist of Principal Financial Group. He first joined the group in 2022. Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world, helping more than 45 million customers plan, protect, invest, and retire. Along the way, they commit to supporting the communities where they do business.
Previously, Jones was a workplace consultant at Fidelity Investments where he helped participants in short and long term retirement and investment planning. Before that, he was a senior enlisted leader at NOSC Greensboro where he managed a combat support center including 294 personnel and physical property worth over 31.3 million dollars. He had sole responsibility, authority, and accountability for all assets and personnel under his command. Jones earned an MBA from the University of Phoenix and an undergraduate degree in business management from Grantham University.
41. Susan Lemasters
Financial Advisor & Certified Divorce Financial Analyst, The Lighthouse Wealth Management Group
Susan Lemasters is a Financial Advisor and Certified Divorce Financial Analyst with The Lighthouse Wealth Management Group at Morgan Stanley. An experienced professional, Lemasters has been providing customized strategies to individuals, families and small business owners for more than 30 years. She focuses on helping clients manage life-changing events, such as divorce, the death of a spouse or an inheritance, and is proficient in long-term care planning. Lemasters is committed to outstanding service and advice, delivered with compassion and integrity. She takes pride in helping her clients effectively manage their financial obligations, so they may take care of the people they love, spend more time pursuing the activities they enjoy and support the causes that are most important to them.
Throughout her career, Lemasters has developed skills in investment management, securities trading and retirement product development. For the past decade, she has focused her practice on providing comprehensive financial guidance during and following a divorce. She works closely with each client’s attorney and other trusted advisors to help increase the opportunity for arriving at a settlement that can fully address her client’s short and long-term financial needs. Lemasters graduated from the University of North Carolina at Charlotte with an undergraduate degree in business and industrial psychology. She is a current member of the Institute of Divorce Financial Analysts.
49. Adam Campbell
SVP of Investments & Financial Advisor, Sextant Wealth Advisory Group
Adam Campbell is a Senior Vice President of Investments and Financial Advisor with Sextant Wealth Advisory Group of Raymond James. As a wealth management specialist, Campbell focuses on comprehensive financial planning, intergenerational wealth transfer and retirement solutions. He considers himself a student of the markets and spends significant time developing appropriate investment strategies with his business partner James Ray who specializes in market strategy.
Prior to joining Sextant Wealth Advisory Group, Campbell was a financial advisor with Smith Barney. He graduated from the University of North Florida with an undergraduate degree in finance.
50. Chase Punzalan
Financial Advisor & Insurance Manager, Bankers Life
Chase Punzalan is a Financial Advisor and Insurance Manager with Bankers Life. He first joined the organization in 2015. With a history dating back to 1879, Bankers Life offers life and health insurance products, annuities and investments that are designed for Americans who are near or in retirement. More than 5,000 Bankers Life exclusive insurance agents, including more than 600 financial representatives, offer advice and help consumers safeguard against unexpected health costs, generate guaranteed income, protect loved ones and promote an enduring legacy. Punzalan assists clients with various retirement strategies including Medicare, long-term care planning, life insurance planning, and structuring retirement benefits to maximize and protect income and assets. Additionally, he provides tailor-fit learning and development strategies to new agents utilizing Bankers Life training resources.
Previously, Punzalan was an ergonomist at the Georgia Institute of Technology. Earlier in his career he worked with CSX and Indiana University as an ergonomist. Punzalan earned a master's degree in human factors and ergonomics from Indiana University Bloomington and an undergraduate degree in exercise science from the University of North Florida.
View the complete list of awardees.