STILLBLUE financial partners is a registered investment advisory firm that specializes in tailored financial counsel, portfolio construction and management. Our path to success resides in one resounding commitment – A client centric perspective with no competing influences.
We believe in developing a close, long-term relationship with our clients. It’s paramount that we understand your needs and continue to be an active member of your professional family.
Continuing education, thoughtful communications and robust reporting allow our clients to stay well informed amongst the overwhelming information that floods today’s markets. We pride ourselves in always staying abreast of new technology and continuing our own education to better serve our clients.
Impactful ideas and insightful attention to detail from our passionate team makes us different in every sense.
I began my personal financial services career with Edward Jones in 2004, establishing my personal Edward Jones office from the ground up in the Ortega community of Jacksonville, FL. In each of my years with Edward Jones, I was a top achiever nationally amongst peers and
responsible for interviewing and training new representatives. My financial planning journey then led me to Smith Barney in 2007, where I once again was a top achiever nationally and voted Valedictorian of my national hiring class.
Liberating my entrepreneurial nature led me to partner with long-time trusted colleague, Melissa Manley, and open an independent wealth advisory and management firm that resonated with our core beliefs and values.
The ability to provide objective advice and the freedom to choose who we are partnered with, truly positions our clients’ needs first. I have always understood the value of developing personal relationships with our clients and being a trustworthy member of their professional family.
I began my career in finance over a decade ago in banking and over the years have broadened my roles within the financial spectrum. I entered the world of investments and financial planning at the mark of what would be one of the most volatile markets. Through these recent years, I have learned what most advisors working decades had yet to experience or manage. Working with accounts with assets under management exceeding 500 million, I gained the experience of handling a broad spectrum of clients, their unique financial needs and diverse portfolio structures. Making the decision to start our own Registered Investment Advisory (RIA) firm gave us the structure, freedom and resources to truly be client advocates.
At StillBlue Financial Partners, my core areas of focus are business development, client relations, investment committee member and SRI (socially responsible investing) specialist. Socially Responsible or Impact investing is my personal approach and I understand the challenges of aligning your values with your money while also investing successfully. I consider this industry to be extremely personal and it is the reason why I am so passionate about our business. We all have different dreams and I love when we can help clients see those into fruition.
No product pushing or canned financial plans just truly independent, professional advice and strategies. Depending on your needs and financial complexity, we are able to tailor our services and offer a broad spectrum of potential solutions. They range from basic financial management to complete wealth advisory planning.
Helping you create and execute a wealth plan that incorporates all financial aspects.
Income and tax planning to meet our client’s retirement goals.
© 2018 All rights reserved. StillBlue Financial Partners.
This website is a publication of StillBlue Financial Partners, LLC. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information on this website does not involve the rendering of personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
StillBlue Financial Partners, LLC is registered as an investment adviser with the states of Florida and Georgia and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
All investment strategies have the potential for profit or loss. There are no assurances that a portfolio will match or outperform any particular benchmark.
Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.