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Advisor Bios

Corporate Office - South Carolina - Columbia

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
Jeb Zoller, CFP®
CERTIFIED FINANCIAL PLANNER™, Partner
Email: jeb.zoller@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 530 – 9112
Patrick Burgess, CFP®
CERTIFIED FINANCIAL PLANNER™
Email: patrick.burgess@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 603 – 3864
Stephen Simmons
Financial Advisor, Principal
Email: steve.simmons@dav-fd.com | Office: (803) 254 – 1688 | Mobile: (803) 414 – 7640
Brad Wilson, MBA
Financial Advisor
Email: brad.wilson@dav-fd.com | Office: (803) 741 – 0134 | Mobile: (803) 467 – 6059

Virginia - Newport News

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.

Our team is committed to servicing our clients, you are our first priority!


Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through DaVinci Financial Designs LLC, a Registered Investment Advisor and separate entity.

The LPL Financial Registered Representatives associated with this site may only discuss and/or

transact securities business with residents of the following states: AK,AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,ID,IL,KS,KY,LA,MA,MD,ME,MN,MS,NC,NE,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,SD,TX,VA,VT,WA,WI

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