Accelerate Wealth is a full-service, independent wealth management firm providing clients with tools and strategies to address their financial goals. Being an independent practice allows us to grow and evolve with our clients, bringing forward only the solutions that best support their needs and financial objectives. Our team prioritizes not only our clients’ needs and interests but also their values and long-term aspirations. We understand that financial goals are deeply personal and unique to each individual or family, and we strive to create customized strategies that align with our clients' values.
Accelerate Wealth offers comprehensive financial services. We serve individuals and businesses in all areas of investment planning, including:
Keeping a pulse on the economy and markets is crucial to our work. It allows us to make informed investment decisions, manage risks, and adjust strategies as needed. We understand the stress that current events may have on clients. Proactive planning and high-touch, transparent communication are essential elements to our personalized service.
Al is a seasoned financial professional providing comprehensive financial advisory services to clients for over 25 years. During his career, which includes working for American Express Financial Advisors, Raymond James, Synovus Securities, and Truist Investment Services, Al has accumulated extensive knowledge and expertise in wealth management.
While in college, Al started working as a financial advisor assistant, giving him valuable insight and background in the industry. After graduating from Florida State University with a degree in economics and a minor in finance, he began his career as a financial advisor in Jacksonville, Florida.
As a Wealth Advisor at Accelerate Wealth, he guides clients in quantifying their objectives in retirement planning, portfolio construction, estate planning, tax strategies, and risk management. Through the planning process, Al focuses on the client’s unique goals, risk tolerance, and objectives to create tailored strategies to maximize the probability of success.
Al deeply understands the importance of financial security for each of his clients. He constantly monitors and studies the markets and current economic landscapes to proactively navigate potential portfolio impacts.
Al and his wife, Anna, live in Jacksonville, Florida, and have been married for over 10 years. Al enjoys traveling, playing tennis and has a passion for working on cars.
As office manager, Teresa oversees client relationships and day-to-day operations. She manages the development and delivery of our client experience and works hard to make each interaction a positive one. Teresa provides clients with the highest level of service possible.
She is a financial services industry veteran and maintains a Series 66 license. Prior to joining Accelerate Wealth, Teresa served as a Registered Client Service Associate at Truist Wealth. Earlier in her career, she gained experience at SunTrust Investment Services.
In her spare time, Teresa enjoys spending time with family and friends, gardening, and walking the beach with her husband and her sweet dog.
Do you have questions for Accelerate Wealth and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.
Contact:
(O) 904.404.8996
(F): 904.337.4255
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