Brad Huntley-Ameriprise Financial Services, Inc

Waverly Advisors, founded in 1999 in Birmingham, Alabama, is a fee-only Registered Investment Adviser committed to providing objective, client-first financial guidance. With a strong focus on building enduring relationships based on trust and integrity, the firm has grown to manage approximately $25.1 billion in assets under management, serving diverse client needs through a range of tailored financial services. With a dedicated team of 330 professionals and a presence across 42 office locations in 18 states, Waverly Advisors offers comprehensive solutions including private client services, business optimization, and institutional consulting. Recent acquisitions, such as Brass Tax Wealth Management, further enhance their capabilities, allowing them to deliver an even more personalized and comprehensive experience for clients. Generated from the website

LPL Financial Services in Jacksonville, FL, operates as an independent broker-dealer, specializing in a wide range of investment products, advisory services, and holistic wealth management solutions. Catering to financial advisors, institutions, and registered investment advisors (RIAs), they equip professionals with essential resources and cutting-edge technology platforms for delivering tailored financial advice. With a core focus on compliance oversight, practice management, and advanced technology tools, LPL Financial Services is dedicated to enabling advisors to engage effectively with their clients. Their pivotal role revolves around optimizing advisors' productivity, precision, and capacity to operate autonomously in the intricate realm of financial services, ensuring a seamless experience for both advisors and their clients. Generated using this brand's available information

Gerrity & Co Private Wealth Management is an independently owned boutique firm located in Jacksonville, FL, offering tailored and objective guidance in investment management services. With a diverse client base that includes high-net-worth individuals and individual trusts, Gerrity & Co takes pride in building long-term relationships with clients, providing ongoing financial advice and helping them make sound financial decisions. The firm's team of professionals possess financial credentials such as Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU), ensuring clients receive expert advice and personalized service. Gerrity & Co distinguishes itself from larger financial organizations by offering proactive strategies to address the various financial challenges clients may face throughout their lives. Committed to the financial planning process, professional ethics, and continuing education, Gerrity & Co aims to become the go-to firm for all of clients' financial needs, working closely with other professional advisors or referring clients to their professional affiliates to implement comprehensive financial plans.Generated from the website