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Beverly Whitman, CPA, CFP® is a licensed Certified Public Accountant (CPA) in the state of Florida as well as a Certified Financial Planner® Practitioner ( CFP®). I provide comprehensive tax and financial planning services to individuals and small businesses.

Estabrook Capital Management, located in Ponte Vedra Beach, FL, offers a comprehensive family office approach to wealth management, catering to select individuals and their families. With over 40 years of experience, the firm specializes in financial planning, investment management, risk planning, tax services, and estate planning, ensuring that every aspect of a client's financial life is meticulously addressed. By utilizing advanced software tools, Estabrook provides personalized financial plans that reflect each client's unique goals and circumstances, avoiding cookie-cutter solutions. Their commitment to reducing risk and facilitating responsible growth empowers clients to confidently navigate their financial futures. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Ponte Vedra Beach, FL area, Harry Pappas Jr will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.