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.

Leadership Team

Jim Agostini, CFP®, ChFC®

Principal & Managing Partner

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

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®
Virginia Military Institute, ’86 BS, Civil Engineering
University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ’04
U.S. Army Officer, Corps of Engineers, 1986 – 1995
Advisor from 1995-1998
District Advisor & Registered Principal, First Command Financial Planning, 1998 – May 2012
SC LH&A Insurance License, Series 6, 7, 24, 26, 51, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®
Married to Lindsay, three children, Thomas, Tori and Caroline
Enjoys participating in triathlons and spending time with his family

Our Offices and Advisors

South Carolina

Virginia

Interested in joining the DaVinci team?

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