Wealth Management Services in Jacksonville, FL
Our Jacksonville, FL-Based Team
One Godsey & Gibb Wealth Advisor lives in the Jacksonville area and offers local residents comprehensive, relationship-based wealth management services. Kevin has extensive experience advising affluent investors (investable asset balance from $500K to $50 Million) on retirement planning, portfolio management, and wealth preservation through a multitude of tactics. Should Kevin’s clients desire access to the experts supporting our entire client base, Kevin can connect them to the Investment Strategy team and the Tax Services team who sit in Godsey & Gibb’s headquarters in Richmond, VA.
Kevin Riley
Wealth Advisor
Jacksonville, FL
Kevin lives in Jacksonville, FL and has over 30 years of experience in the financial services industry. Kevin brings a depth of knowledge across retirement planning, wealth preservation, and legacy planning. He specializes in helping clients prepare for and enjoy retirement while structuring their wealth to support future generations or philanthropic endeavors. Outside of work, Kevin enjoys golf, biking, traveling, and spending time with his family. He is a former board member of the St. Johns County Education Foundation and remains actively engaged in his community.
Connect with the Jacksonville, FL Team
If you are interested in learning more about our services, please fill out the form below so that one of our Wealth Advisors can reach out to you in your preferred manner. There is no cost or obligation to have an introductory conversation. We’ll take time to understand your goals, current financial picture, and address any questions you may have. If it seems like we’re a good fit, we can outline next steps. We look forward to hearing from you!
Please do not include any sensitive information (i.e. account numbers, your date of birth, social security number, etc.) in this form.
Jacksonville, FL
BUSINESS HOURS
Wealth Management Services in Jacksonville, FL
Jacksonville, FL
22 North A1A Highway, Suite 310
Ponte Vedra Beach, FL 32082
ADDITIONAL LOCATIONS
In addition to our location in Jacksonville, FL, we also have team members located in other areas.
While our Wealth Advisors typically work from our office location, they regularly travel to visit clients in neighboring areas as well. If you live within reasonable distance of the Jacksonville area and desire the type of Wealth Advisor relationship we offer, please do not hesitate to reach out. Our Wealth Advisors will happily come to you.