D'Augelli & Associates

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Rich D'Augelli

Rich D'Augelli

CFP®, CLU®, APMA®, RICP®, CDFA®

Private Wealth Advisor

Chief Executive Officer of D'Augelli & Associates
Visit Rich D'Augelli's website
Patricia Dmytrow

Patricia Dmytrow

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Patricia Dmytrow's website
Alex D'Augelli

Alex D'Augelli

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Alex D'Augelli's website

Team

Gillian Elf

Gillian Elf

Executive Assistant,

Client Service Manager

Personal Intro

Gillian has worked in the financial services industry, specifically Ameriprise Financial, for over 22 years.

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Jennifer Davco

Jennifer Davco

Operations Specialist

Personal Intro

Jennifer has worked in the financial services industry for over 20 years including assisting non-profit financial organizations. She holds a Series 6, 63 and a Florida life and health insurance license.

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Iga Szabat

Iga Szabat

Client Service Specialist

Personal Intro

Iga has worked in the financial services industry for 10 years. She holds a Series 6, 63 and a Florida life and health insurance license.

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Andrew Toback

Andrew Toback

Financial Planning Specialist

Personal Intro

Andrew has worked in the financial services industry for 2 years. He holds a Florida life and health insurance license and a Series 7. He currently is studying for his Series 66.

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