What are some popular wealth management services?

Wealth managers in Duval County, FL offer a range of services to help individuals and families manage their wealth effectively. These services include investment management, financial planning, tax planning, estate planning, and more. With a wealth manager's help, clients can create a personalized financial plan that takes into account their unique goals, risk tolerance, and financial situation. Duval County, FL is home to many affluent individuals and families, and wealth managers in the area have a deep understanding of the local economy and financial landscape. They can provide tailored advice and guidance that takes into account the specific challenges and opportunities of the region, such as the impact of hurricanes and other natural disasters on local businesses and investments. By working with a wealth manager in Duval County, FL, clients can gain peace of mind knowing that their financial future is in good hands.

What are people saying about wealth management services in Duval County, FL?

Duval County, FL is the perfect place to find a wealth manager due to its thriving economy and diverse population. With a population of over 900,000, the county is home to a wide range of businesses and industries, from healthcare and finance to tourism and technology. This means that a wealth manager in Duval County has access to a broad range of investment opportunities and can help clients create a diversified portfolio that is tailored to their individual needs and goals. Additionally, Duval County is home to some of the most prestigious universities in the state of Florida, including the University of North Florida and Jacksonville University. This means that wealth managers in the area have access to a highly educated workforce and can tap into the expertise of these institutions to help their clients achieve their financial goals. Overall, Duval County offers a unique combination of economic opportunity and intellectual capital that makes it an ideal place to find a skilled and knowledgeable wealth manager.

What does a wealth manager do?

A wealth manager in Duval County, FL is responsible for managing and growing the assets of high net worth individuals and families in the area. Duval County is unique in that it is home to both the bustling city of Jacksonville and the beautiful beaches of Atlantic and Neptune. This presents a diverse range of investment opportunities, from real estate to tourism-related ventures. The wealth manager must have a deep understanding of the local economy and be able to navigate the complexities of investing in a region that is both urban and coastal. They must also be well-versed in tax laws and estate planning, as many of their clients may have complex financial situations. The wealth manager's ultimate goal is to help their clients achieve their financial goals and secure their financial future, all while navigating the intricacies of the Duval County market.

When should you get a wealth manager?

Duval County, FL residents should consider reaching out to a wealth manager when they are looking to grow their wealth and secure their financial future. With its diverse economy and a population of over 950,000, Duval County offers a wealth of opportunities for investment and financial growth. However, navigating the complex financial landscape can be challenging, especially for those without a background in finance. A skilled wealth manager can help residents make informed investment decisions, manage their assets, and plan for the future. Whether you're a young professional just starting out or a retiree looking to maximize your retirement savings, a wealth manager can provide the guidance and support you need to achieve your financial goals.

How do I choose the right wealth manager?

A wealth manager in Duval County, FL must possess a myriad of essential qualities to effectively manage their clients' assets. Firstly, they must have a deep understanding of the local economy and market trends in the area, including the impact of tourism and the military presence. Additionally, they must possess exceptional communication skills to effectively communicate complex financial information to their clients in a clear and concise manner. A wealth manager in Duval County must also be highly analytical and strategic, with the ability to identify and capitalize on investment opportunities while also mitigating potential risks. They must be well-versed in tax laws and regulations, as well as estate planning and wealth transfer strategies. Finally, they must be trustworthy and ethical, with a commitment to always act in their clients' best interests. In a county as diverse and dynamic as Duval, a wealth manager who possesses these qualities is essential to helping clients achieve their financial goals and secure their financial future.

What are the best wealth management firms in Duval County, FL?

Duval County, FL is home to some of the most prestigious wealth management firms in the country. With its bustling economy and diverse population, it's no surprise that many individuals and families seek out the expertise of these firms to help them manage their assets. Among the top firms in the area are Merrill Lynch Wealth Management, Raymond James Financial Services, and Wells Fargo Advisors. These firms offer a wide range of services, including investment management, financial planning, and estate planning. What sets these firms apart is their deep understanding of the unique challenges facing investors in Duval County, such as the impact of hurricanes and other natural disasters on the local economy. With their bursty and complex approach to wealth management, these firms are well-equipped to help clients navigate the ever-changing financial landscape of Duval County and beyond.

How do wealth managers get paid?

Wealth managers in Duval County, FL are compensated in various ways, ranging from commission-based fees to asset-based fees and hourly charges. However, one specific characteristic of Duval County, FL that sets it apart from other regions is its thriving real estate market. Wealth managers in this area often receive compensation through real estate investments, which can be lucrative due to the high demand for properties in the region. Additionally, wealth managers in Duval County, FL may also receive compensation through estate planning and trust management services, which are in high demand due to the large number of affluent retirees in the area. With this in mind, wealth managers in Duval County, FL must possess a deep understanding of the local market and have the expertise to navigate the complexities of real estate and estate planning to provide their clients with the best possible financial advice.

Find the Best Wealth Management Services in Duval County, FL

Connect With a Wealth Manager

List of Firms

Duval County, FL Wealth Management Firms

Huntley and Gonzalez Wealth Management Group - Ameriprise Financial Services

10161 Centurion Pkwy N Ste 105, Jacksonville, FL 32256, USA

(904) 801-1670

https://www.ameripriseadvisors.com/team/huntley-and-gonzalez-wealth-management-group/?cid=IP_local_google

Directions

Shepard & Shepard Wealth Management Team of Raymond James

245 Riverside Ave Suite 500, Jacksonville, FL 32202, USA

(352) 207-3715

https://www.raymondjames.com/shepardandshepard/

Directions

Paragon Wealth Strategies

SEC File# 801-79640

CRD# 146543

5 out of 5

10245 Centurion Pkwy N #106, Jacksonville, FL 32256, USA

(904) 861-0093

https://www.wealthguards.com/

Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed

Directions

Chris Leeper - Raymond James

5 out of 5

9822 Tapestry Park Circle, Jacksonville, FL 32246, USA

(904) 642-3257

http://www.meinrodleeper.com/

Directions

Jacksonville Wealth Management

SEC File# 801-120427

CRD# 309312

8075 Gate Pkwy W #101, Jacksonville, FL 32216, USA

(904) 923-7526

http://jaxwealth.com/

Directions

Merrill Lynch Wealth Management Advisor John M Worsowicz

4800 E Deer Lake Dr Suite 1A, Jacksonville, FL 32246, USA

(904) 565-7880

https://fa.ml.com/florida/jacksonville/bill_merriam

Directions

River Capital Advisors, L.C.

5011 Gate Pkwy #300, Jacksonville, FL 32256, USA

(904) 398-2075

http://www.rcawealth.com/

Directions

St Nicholas Private Asset Management

6817 Southpoint Pkwy # 1204, Jacksonville, FL 32216, USA

(904) 470-0102

http://stnicholaspam.com/

Directions

Ragsdale Holden Wealth Management - UBS Financial Services Inc.

One Independent Drive 30th Floor, Jacksonville, FL 32202, USA

(904) 301-3113

https://advisors.ubs.com/rhwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=167119&y_source=1_MTgwNTc4OTItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl

Directions

Where Wealth Management Advisors in Duval County, FL Serve

Duval County, located in the northeastern part of Florida, is a bustling metropolis that offers an array of landmarks, top employers, major highways and streets, and neighborhoods. The county is home to Jacksonville, the largest city in the state, which boasts several historical sites such as the Cummer Museum of Art and Gardens, the Jacksonville Zoo and Gardens, and the Kingsley Plantation. The county's top employers include the Naval Air Station Jacksonville, Baptist Health, and the City of Jacksonville. Major highways and streets in the county include I-95, I-295, US-1, and US-17, which connect the county to other parts of the state and the country. Duval County is also known for its diverse neighborhoods, including Riverside, San Marco, and Downtown Jacksonville, each with its unique charm and character.

Nearby Locations

Alachua County, FL Altamonte Springs, FL Aventura, FL Bay County, FL Bay Harbor Islands, FL Belleair Bluffs, FL Boca Raton, FL Bonita Springs, FL

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Duval County, FL can benefit from a bank in numerous ways. With its thriving economy and bustling tourism industry, Duval County is home to a diverse population that requires financial services to meet their unique needs. For instance, banks can help individuals and businesses in the county with loans and credit facilities to help them grow and expand. Additionally, banks can provide residents with savings accounts, checking accounts, and other investment opportunities to help them save money and plan for their future. With the county's proximity to the Atlantic Ocean, banks can also assist residents with marine financing and boat loans, making it easier for them to enjoy the water and all that it has to offer. Furthermore, banks can help residents with their mortgage needs, as the county is home to a wide range of housing options. Overall, banks play a critical role in helping residents of Duval County achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Duval County, FL can benefit from the expertise of an insurance broker in a multitude of ways. With the county being home to Jacksonville, the largest city in Florida, the insurance needs of its residents can be quite complex. An experienced broker can help navigate the intricacies of the insurance market, providing tailored solutions that meet the specific needs of each individual. For example, with the county's proximity to the coast, residents may require specialized coverage for flood or hurricane damage. Additionally, the county has a large military presence, with multiple bases in the area. An insurance broker can assist military families in finding coverage that meets their unique needs, such as deployment clauses or coverage for personal property while overseas. With so many variables to consider, having a knowledgeable insurance broker on your side can provide peace of mind and ensure that you have the coverage you need when you need it.

Retirement Planning

Residents of Duval County, FL could benefit from the expertise of a retirement planner in a multitude of ways. With a population of over 950,000 people, Duval County is one of the most populous counties in Florida. As such, there are numerous retirement planning options available to residents, but navigating them can be overwhelming. A retirement planner can help residents of Duval County by providing personalized advice on how to best prepare for retirement, taking into account factors such as their current financial situation, retirement goals, and the unique challenges that come with living in a coastal city. Additionally, a retirement planner can help residents navigate the complexities of Social Security and Medicare, ensuring that they are maximizing their benefits. With the guidance of a retirement planner, residents of Duval County can feel confident in their retirement planning and can rest assured that they are taking the necessary steps to secure their financial future.

Financial Advisor

Residents of Duval County, FL could benefit from a financial advisor in a multitude of ways. One specific issue that plagues the county is the high rate of poverty. A financial advisor could assist those in need by providing guidance on budgeting and saving strategies, as well as offering recommendations on how to invest wisely to increase wealth. Additionally, with the high rate of home ownership in Duval County, a financial advisor could help residents navigate the complexities of mortgages and refinancing options. Furthermore, for those looking to retire in the area, a financial advisor could provide insight on the best retirement plans and investment options to ensure a comfortable and secure future. With the complexities of the financial world, a knowledgeable advisor could be a valuable resource for residents of Duval County, FL.

Mortgage Loan Officer

Residents of Duval County, FL can benefit from the services of a mortgage loan officer in numerous ways. Firstly, a mortgage loan officer can help residents navigate the complicated process of obtaining a mortgage. This is especially important in Duval County, where the real estate market is highly competitive and prices are constantly fluctuating. Additionally, a mortgage loan officer can help residents find the best mortgage rates and terms, which can save them thousands of dollars over the life of their loan. Furthermore, a mortgage loan officer can provide valuable advice and guidance throughout the entire home buying process, from pre-approval to closing. With their expertise and knowledge of the local market, a mortgage loan officer can help residents make informed decisions and avoid costly mistakes. Overall, the assistance of a mortgage loan officer can be invaluable to residents of Duval County who are looking to buy a home.

Tax Services

Residents of Duval County, FL can benefit from the assistance of a tax advisor in various ways. For instance, they can receive guidance on how to maximize their deductions and credits, reduce their tax liability, and ensure compliance with applicable tax laws and regulations. Additionally, a tax advisor can help residents of Duval County, FL navigate the complexities of the state and local tax codes, which can differ significantly from those of other states. Furthermore, a tax advisor can provide valuable insights into the tax implications of local economic trends and developments, such as the impact of tourism on the local economy or the effects of recent changes to property tax laws. With the help of a tax advisor, residents of Duval County, FL can make informed decisions about their finances and minimize their tax burden, allowing them to keep more of their hard-earned money.

Estate Planning Lawyer

Residents of Duval County, FL could benefit from the services of an estate planning lawyer in several ways. Firstly, the lawyer could assist in drafting a will, which would ensure that the individual's assets are distributed according to their wishes after their death. This is particularly important in Duval County, which has a diverse population and a high number of retirees. Secondly, the lawyer could help with setting up trusts, which can be used to protect assets and provide for loved ones. This is especially relevant in Duval County, which has a high rate of property ownership and a significant number of families with children. Additionally, an estate planning lawyer can provide advice on minimizing tax liabilities and ensuring that beneficiaries receive the maximum amount of assets possible. Finally, the lawyer can help with end-of-life planning, including healthcare directives and powers of attorney, which can ensure that an individual's wishes are respected in the event of incapacity or illness.

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