EIS Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for EIS Wealth Management
Team photo for EIS Wealth Management

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Advisors

Advisor photo for David Carson

David Carson

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Director
Visit David Carson's website
Advisor photo for Brian Wheeler

Brian Wheeler

CFP®, CRPC, APMA, CLTC®

Private Wealth Advisor

Managing Director
Visit Brian Wheeler's website
Advisor photo for Jane Fontaine

Jane Fontaine

CFP®, MS, ChFC®, CASL®, CLU®

Financial Advisor

Visit Jane Fontaine's website


Team

Kim Kennovin

Kim Kennovin

Registered Client Service Associate

Qualifications

  • Series 7, 63
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Caren Cardin

Caren Cardin

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 66
  • Florida Insurance License (Life, Health & Variable Annuity)

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Sarah Blackley

Sarah Blackley

Client Service Associate