D'Augelli & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for D'Augelli & Associates
Team photo for D'Augelli & Associates

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Advisors

Advisor photo for Rich D'Augelli

Rich D'Augelli

CFP®, CLU®, APMA, RICP®, CDFA®, CRPC, CMFC, ChFC®

Private Wealth Advisor

Chief Executive Officer of D'Augelli & Associates
Visit Rich D'Augelli's website
Advisor photo for Alex D'Augelli

Alex D'Augelli

CFP®, CRPC, APMA, AWMA℠

Financial Advisor

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

Jeffrey Dowd

Financial Advisor

Visit Jeffrey Dowd's website
Advisor photo for John T Terzakis

John T Terzakis

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit John T Terzakis's website
Advisor photo for Iga Szabat

Iga Szabat

CRPC

Associate Financial Advisor

Visit Iga Szabat'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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Karen Barrea

Karen Barrea

Client Relationship Manager