D'Augelli & Associates

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



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
Alex D'Augelli

Alex D'Augelli

CFP®, CRPC®, APMA®

Financial Advisor

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

Jeffrey Dowd

Financial Advisor

Visit Jeffrey Dowd'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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Chelsea Miranda

Chelsea Miranda

Client Concierge

Personal Intro

Chelsea is new to the financial services industry. She brings her administrative experience within various fields to our practice and is focused on marketing and assisting clients.

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