Our advisors

Rich D'Augelli

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

Private Wealth Advisor

Chief Executive Officer of D'Augelli & Associates
Learn more about Rich D'Augelli Visit Rich D'Augelli's website

Alex D'Augelli

CFP®, AWMA℠, APMA, CRPC

Financial Advisor

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

Patricia Dmytrow

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Patricia Dmytrow Visit Patricia Dmytrow's website

John T Terzakis

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about John T Terzakis Visit John T Terzakis's website

Iga Szabat

CRPC

Associate Financial Advisor

Learn more about Iga Szabat Visit Iga Szabat's website


Our 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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Adam Rosenzweig

Adam Rosenzweig

Client Service Specialist

Personal Intro

Adam has worked in the financial services industry for 5 years. He holds a Florida life and health insurance license.

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