Our advisors

David Carson, Private Wealth Advisor serving the Daytona Beach, FL area - Ameriprise Advisors

David Carson

CFP®, CRPC, APMA, CDFA®

Private Wealth Advisor

Managing Director
Learn more about David Carson Visit David Carson's website
Brian Wheeler, Private Wealth Advisor serving the Daytona Beach, FL area - Ameriprise Advisors

Brian Wheeler

CFP®, CRPC, APMA, CLTC®

Private Wealth Advisor

Managing Director
Learn more about Brian Wheeler Visit Brian Wheeler's website
David Petracca, Financial Advisor serving the Daytona Beach, FL area - Ameriprise Advisors

David Petracca

MBA, APMA

Financial Advisor

Associate Vice President
Learn more about David Petracca Visit David Petracca's website
Jane Fontaine, Financial Advisor serving the Daytona Beach, FL area - Ameriprise Advisors

Jane Fontaine

CFP®, MS, ChFC®, CASL®, CLU®

Financial Advisor

Learn more about Jane Fontaine Visit Jane Fontaine's website
Rodney Meyering, Private Wealth Advisor serving the Daytona Beach, FL area - Ameriprise Advisors

Rodney Meyering

CFP®, AAMS, CRPC, AWMA℠, APMA

Private Wealth Advisor

Managing Director
Learn more about Rodney Meyering Visit Rodney Meyering's website

Our team

Kim Kennovin

Kim Kennovin

Registered Client Service Associate

Qualifications

  • Series 7
  • Series 63
  • Florida Insurance License (Life, Health & Variable Annuity)
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Caren Cardin

Caren Cardin

Registered Client Service Associate,

ACCREDITED ASSET MANAGEMENT SPECIALIST℠

Qualifications

  • Series 7
  • Series 66
View more
Molly Shoup

Molly Shoup

Client Service Associate