Financial Advisor

Address: 4210 NW 37TH PLACE, SUITE 100, GAINESVILLE, FL 32606
Phone: 352-335-3414 | 800-829-2204

Tailored Financial Strategies. Personal Service.

My Associate(s): Lance Strickland, Registered Client Associate

My Experience

  • 2003 - Present: Wells Fargo Advisors, Financial Advisor
  • 2001 - 2003: Smith Barney, Financial Consultant
  • 1997 - 2001: Merrill Lynch, Financial Consultant

My Education & Credentials

  • Bachelor of Science in Finance - University of Florida

My Community Involvement

  • Board of Advisors, Home: Living in Greater Gainesville
  • Board of Directors, Taste of Gainesville
  • Board of Advisors, Buchholz HS Academy of Finance
Securities Registered in the following states: AL, CA, DC, FL, GA, MA, NC, NY, OH, PA, VA
Insurance licensed in the following states: AZ, CA (Lic. # 0K98523), FL
JENNIFER COSTELLO: Financial Advisor: Wells Fargo Clearing Services, LLC