Advisor Bios |
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Corporate Office - South Carolina - Columbia |
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Jim Agostini, CFP®, ChFC® CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Principal,and Managing Partner Email: jim.agostini@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 530 – 5375 |
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Jeb Zoller, CFP® CERTIFIED FINANCIAL PLANNER™, Partner Email: jeb.zoller@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 530 – 9112 |
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Patrick Burgess, CFP® CERTIFIED FINANCIAL PLANNER™ Email: patrick.burgess@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 603 – 3864 |
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Stephen Simmons Financial Advisor, Principal Email: steve.simmons@dav-fd.com | Office: (803) 254 – 1688 | Mobile: (803) 414 – 7640 |
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Brad Wilson, MBA Financial Advisor Email: brad.wilson@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 467 – 6059 |
Virginia - Newport News |
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Woody Trant Financial Advisor Email: woody.trant@dav-fd.com | Office: (757) 644-5544 | Mobile: (757) 871-5281 |
Leonardo DaVinci is often described as the ‘Renaissance Man’, a man of unquenchable curiosity and an inventive imagination. Our philosophy as well, your DaVinci Financial Designs℠ Advisor takes pride in being curious about you and your goals and imaginative in searching for the optimal strategy for you. |
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Our team is committed to servicing our clients, you are our first priority! |
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