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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.

Leadership Team

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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

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Jeb Zoller, CFP®
Partner
Email: jeb.zoller@dav-fd.com
Office: (803) 741 – 0134
Mobile: (803) 530 – 9112
  • CERTIFIED FINANCIAL PLANNER™

  • United States Military Academy, ’95 BS, Mathematical Economics and Systems Engineering

  • University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ‘06

  • U.S. Army Officer, 1995 – 2002

  • Financial Advisor, First Command Financial Planning, 2002 – May 2012

  • SC LH&A Insurance License, Series 6, 7, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®

  • Married to Kristi, three young children, twins, Stuart and ReeWilliams, and Grant

  • Member of Shandon Baptist Church

  • Enjoys playing golf and spending time with his family

Our Offices and Advisors

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South Carolina

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Virginia

Interested in joining the DaVinci 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