A Sound Direction towards a more confident financial future!

Our goal is to help clients navigate the road of life. At Sound Directions Wealth Advisors, our collaborative team of professionals, with over 60 years of combined experience in the financial services industry, is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


Our advisors

Jeff Toadvine, Private Wealth Advisor serving the Orlando, FL area - Ameriprise Advisors

Jeff Toadvine

CFP®, ChFC®, AAMS, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Toadvine Visit Jeff Toadvine's website
Daniel Iachello, Financial Advisor serving the Orlando, FL area - Ameriprise Advisors

Daniel Iachello

CFP®, CRPC, APMA

Financial Advisor

Associate Vice President
Learn more about Daniel Iachello Visit Daniel Iachello's website

Our team

Julia Beatty, CFP<sup>®</sup>

Julia Beatty, CFP®

Registered Client Service Associate,

Paraplanner

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
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Beatriz Truax, MBA

Beatriz Truax, MBA

Registered Practice Associate

Qualifications

  • MBA, Florida Atlantic University
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