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Sarasota, FL, United States, 2012/08/30 - Sarasota, Florida-Based Financial Planning Firm Expands Into Jacksonville, Florida - SunCoastAdvisoryGroup.com.
Suncoast Advisory Group has announced the opening of its Jacksonville office with the addition of long-time financial services professional Charles “Shay” Woodward IV, MBA.
A Registered Financial Consultant (RFC) and Life Underwriters Training Council Fellow (LUTCF), Woodward earned his Master of Business Administration degree (MBA) from the University of North Florida. He comes from a long line of financial services professionals, as both his father and grandfather enjoyed long, distinguished financial services careers in Jacksonville.
“I am very excited about transitioning into a partnership with Suncoast Advisory Group for many reasons, but mostly because I now have a much wider array of options to offer clients to help move them closer to their goals,” said Woodward.
Woodward is a perfect fit because of his commitment to and history in the Jacksonville community, said Rick Helbing, principal of Suncoast Advisory Group and a Certified Financial Planner specializing in medical and dental professionals and family businesses. “Shay shares our belief that, together with a thoughtful and intelligent financial plan, a long-term commitment to clients is key.”
Helbing and Woodward agree on a highly personalized approach, which includes personal, business, wealth and financial planning and management strategies. As an independent firm in good standing with the Financial Industry Regulatory Authority (FINRA) and Security and Exchange Commission (SEC), Suncoast Advisory Group believes in taking the time to know clients well, customizing a plan for each client’s needs and goals, and monitoring and adjusting as needed over time and life changes.
“We have always been purposeful in our approach—never striving to be so large that we couldn’t provide the personal attention that our clients deserve,” said Helbing. “Many clients become good friends over time, so we are mindful of the role we play in helping them reach their long-term goals.”
“It takes time and effort to get to know each client, but that’s what I love about what I do,” says Woodward. “I’m looking forward to bringing all the benefits of Suncoast Advisory Group to my Jacksonville clients.”
The Jacksonville Office mailing address is 731 Duval Station Road, Suite 107-316, Jacksonville, Florida 32118. P: (904) 404-7844.
About Suncoast Advisory Group
Established in 1988, Suncoast Advisory Group (suncoastadvisorygroup.com) provides extensive wealth management services. We specialize in highly personalized service, tailoring a plan to each client’s unique goals. With no attachment to selling or promoting products, we act as a consultant and partner to plan, implement, and monitor our client’s progress towards their goals. Services include financial planning, business management consultation, along with investment, fringe benefit, estate and tax planning. Suncoast Advisory Group enjoys a national reputation in crafting plans for physicians, dentists, and family-owned businesses. The firm is headquartered in beautiful Sarasota, Florida.