The creation of North Florida Wealth Advisors began from a desire of how a financial planning relationship should be... and ultimately this ideal gave birth to a quest for more. More than just being another number in a sea of paperwork. More caring. More trust. And more security for everyone. Let us explain.
Several years ago while Chris Conner & Al Cockrell were working at another investment firm, a co-worker passed away at the office. He was in his mid-thirties. Obviously, he was greatly missed by all his family and friends. What was not so obvious was how much his clients would miss their financial advisor. Who would care for the legacy he had helped them build? Who would advise them?
It is from this tragedy that Chris realized there had to be more. Al agreed... life should be full of care and trust... clients should be able to expect there will be someone to advise them under every circumstance. Consequently, together they decided to create North Florida Wealth Advisors to fulfill this vision. Now, your care and trust is exactly what we are working toward every day. Our team understands the importance of building relationships across the entire firm and within these relationships providing for a continuity of care through all of life's ever changing seasons. Our clients know that we work as a team and continually discuss our clients needs and objectives to insure a continuity of care.
Further separating North Florida Wealth Advisors from many other firms is the concept of specialization within the team. So often, financial advisors tend to be a "jack of all trades and master of none". Chris's vision of an ensemble team of advisors looking at the clients needs from their varying perspectives, further provides comfort to our clients. While we all are well versed in the overall art of financial planning, we specialize in various aspects of financial planning and rely on each other's strengths and passions.
The team approach provides our clients the comfort of knowing that their financial security is being constantly reviewed by our team and our different, but complimentary perspectives.