Our advisors

John Ledford

John Ledford

Private Wealth Advisor

Learn more about John Ledford
Cole Linquist

Cole Linquist

Financial Advisor

Learn more about Cole Linquist

Our team

Becky Meeks

Becky Meeks

Client Service Associate

Qualifications

  • Over 25 Years Industry Experience
  • Excellence as an Administrative Assistant, Office Manager, Director of Operations, and Client Service Coordinator

Roles & Responsibilities

  • Event Planning
  • Client Services and Operations
  • Regulatory Compliance
  • Marketing and Communications
  • Scheduling
  • Office Management
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Izabel Angelova

Izabel Angelova

Registered Client Service Associate

Personal Intro

Izabel joined the team in December 2018 with over 5 years’ experience as a broker for high net worth clients, with a specialization in managed accounts. She has a Bachelor’s Degree in Economics from Florida International University and a MBA from University of North Florida. In her spare time, she enjoys the outdoors and gardening, dancing, traveling, photography, and spending time with her boyfriend and family.

Qualifications

  • Series 7
  • Series 63
  • 2-14: Life Insurance and Variable Annuity License

Roles & Responsibilities

  • Electronic Channel Support and Engagement
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