Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Intergenerational Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • University of Central Florida-Bachelor's Degree, Finance- 2009-2013

Community participation

We volunteer twice a year for the Ameriprise National Day of Service at The Soup Kitchen of Boynton Beach. We sort through food donations to help families in our community. We became involved with this organization because here at D'Augelli & Associates, we believe everyone should have enough food to eat.

  • The Soup Kitchen of Boynton Beach