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OUR TEAM

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.

Management Team

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Devin
Kile
Operations
Manager
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Jonathan
Dootson
Firm Paraplanner
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Carolyn Dickson
Office
Manager
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Dylan
Little
Research Analyst
Holly Wankhede
Office
Receptionist

Office Team

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Advisors

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Administrative
Support

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Jessica Hinson
Assistant to Jim Agostini and David Wells
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Patrick Burgess, CFP®
Financial Planner
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Crystal Coker
Assistant to Patrick Burgess
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Join Our Team

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  • Turnkey solution for your independence

  • Culture focused on client benefits and superior service

  • Integrated succession plan

  • Competitive compensation plans
     

If our mission and environment appeal to your values as an advisor then please contact Jim Agostini:

Office: (803) 741 – 0134
Mobile: (803) 530 – 5375
Email: jim.agostini@dav-fd.com

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through DaVinci Financial Designs, a Registered Investment Advisor. DaVinci Financial Designs and DaVinci Investment Services are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AL,AR,CA,CO,CT,FL,GA,ID,IA,KY,LA,MA,MD,MI,MO,NV,NH,NJ,NM,NC,OR,PA,SC,TN,TX,VT,VA,WA,WI. Additional states by request.

Copyright © 2012-2025 DaVinci Financial Designs LLC. All Rights Reserved.

For DFD CRS click here
For LPL CRS click here
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