Our Team

Christopher Conner, CFP®

Managing Director

Phone: 352-225-3132

E-mail: chris@nfwealthadvisors.com

During my 30 year career in financial services, I have learned the importance of developing a very clear understanding of my client’s needs and desires as it relates to financial matters. I do this through lengthy consultations with each of my client's so that I can focus my recommendations based on your financial goals and my perception of your personal risk tolerance.

Having gathered all pertinent information from my client, I create a financial plan tailored for your specific situation. I then, using the entire array of investments at my disposal as an independent financial planner, construct a portfolio for the individual. After reviewing the portfolio with my partner (also a CERTIFIED FINANCIAL PLANNER™) I present it to the client for approval. Only after the client and I agree on the investments do we put the plan into action. Our follow up meetings keep you focused on the long term nature of planning, not the near term gyrations of the financial markets.

In addition to my professional designation (CERTIFIED FINANCIAL PLANNER™), I have a number of securities licenses including: Series 24, General Securities Principal; Series 7, General Securities Representative; Series 63, Uniform Securities Agent State Law Exam; Series 65, Uniform Investment Advisor Law Exam. I also hold an Insurance License issued by the State of Florida for Life Insurance and Variable Annuities.

I am also very active in the community. Currently, I am the President of Stop! Children’s Cancer and the President of the North Central Florida Estate Planning Council. Additionally, I serve on the Community Foundation of North Central Florida, Professional Advisor Council and I am a member of the Quarterback Club. I have served on the Board of Directors of the Rotary Club of Gainesville, as a gubernatorial appointee for the Board of Directors of the Early Learning Coalition of Alachua County. I am a past member of the Board of Directors of Haile Plantation Golf and Country Club.

My wife, Nori, and I have three grown children. We enjoy tennis, hiking in the Rocky Mountains and snow skiing. I also make time for the frustration of the game of golf!

Please give me a call at 352-225-3132 or email chris@nfwealthadvisors.com and I'll do my best to help find your answer.

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Charles "Al" Cockrell, CFP®

Phone: 352-225-3132

E-mail: al@nfwealthadvisors.com

Book a Meeting with Al

Entrusting me with the opportunity to advise you and your family is not something I take lightly. I want to assure you that when you decide to work with me, you'll be getting decades of experience and a wealth of knowledge acquired through rigorous financial planning, investment and insurance education. It's been my experience that a sound education and advanced training are the keys to being a leader in financial planning and insurance solutions. Being a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, I have passed many intense exams including: the Series 7 General Securities Representative Exam, Series 31 Managed Futures Funds Exam, Uniform Securities State Law Exam (Series 63), and the Uniform Investment Adviser Law Exam (Series 65). I also hold an Insurance License issued by the State of Florida for Life, Health and Variable Annuities.

You can also find more information on my certifications and licenses on the Financial Industry Regulatory Authority (FINRA) Broker Check website.

My goal while working with you is complete transparency. You should know me just as well as I know you. It's the relationship we forge together that will help lead you and your family to financial independence and joy.

With a background in both financial planning and insurance, I am able to offer you a wide array of services to suit your needs. My services are listed below, but if there's something you need that isn't listed below, please give me a call at 352-225-3132 or email al@nfwealthadvisors.com.

My services include, but are not limited to:

Estate Planning and Funding of Trusts

Retirement Solutions (Accumulation and Distribution, via 401(k), SEP, IRA, Simple IRA, Roth IRA)
Investment Services (Stocks, Bonds, Mutual Funds)
Asset and Income Protection
Wealth Management
Insurance Solutions (Life, Variable & Fixed Annuities)
Education Funding (529 Plans)

For years I've been dedicated to helping others plan their futures through intelligent investment advice, proper financial planning and insurance recommendations. There's a real sense of accomplishment that comes with lending a helping hand to others, and I take that to heart every day of my life in serving my community.

I am the past President of the Sunrise Rotary Club of Gainesville, Florida where together with my fellow members, we work to conquer hunger, improve the health and sanitation of our community, support education and job training, and so much more. As we say in Rotary, "Service Above Self."

I also serve on the Board of Directors for the St. Francis House Homeless Shelter currently as Treasurer, but also previously as the President and Vice President.

My wife Nancy and I are also active supporters of the Climb For Cancer Foundation in Gainesville, Florida, helping to raise money to fund cancer research. In January 2006, we both climbed Mount Kilimanjaro as a fundraiser to support the foundation.

Service is a key part of my success in life. Through the helping of others, I've been able to maintain a positive outlook on life, and that has become a chief element in helping to plan sound futures for all of my clients.

Terri Skiles

Office Manager

Phone: 352-225-3132

E-mail: terri@nfwealthadvisors.com

My background in running a small business has taught me that where there’s a will there will always be a way, so far that has served me well at here at North Florida Wealth Advisors. I feel fortunate to be a part of the team.

As the assistant for the professionals here at North Florida Wealth Advisors I have been presented with a unique challenge. A challenge to help facilitate paperwork processing and maintaining schedules, a challenge to manage our office - striving for the smoothest of day to day operations. A fun part of the challenge has been arranging client events. I’m fond of interacting with all the wonderful people who walk through our door or give us a call; nothing makes me happier than helping.

Kristopher Cotton

E-mail: kgc@nfwealthadvisors.com

Book a Meeting with Kristopher

Starting with the team in the summer of 2016 I’m continuing to learn from the experienced advisors here at NFWA. I am a paraplanner, which means I help the partners of North Florida Wealth Advisors with any client service needs they might have. It’s been a pleasure to meet the clients we work with and I look forward to getting to know you better. It is my goal, in the long run, to see you and your children or grandchildren to and through retirement.

Please feel free to contact me at kgc@nfwealthadvisors.com.

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Our Team

Christopher Conner, CFP®

Managing Director

Charles "Al" Cockrell, CFP®

Terri Skiles

Office Manager

Kristopher Cotton