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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
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Logan
Inabet
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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Woody Trant
Financial Planner
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Crystal Coker
Assistant to Patrick Burgess
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Marla Warner
Assistant to Woody Trant and Stuart Vaughn
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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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