• More than 45 years of experience in financial services
• Works with high-net-worth clients
• Has worked with clients on both coasts

Starting her career more than four decades ago, Judy learned quickly that creating personal relationships with her clients paved the way for long-standing trust. Wealth is hard-earned and she’s worked with high-net-worth clients on both coasts to help build the future they’ve envisioned. She still keeps in touch with many of them and even considers them as extended family. Within her own family, she’s a proud grandma to a beautiful granddaughter, lives in Fleming Island with her husband, and loves spending time with her two grown sons and daughter-in-law.

• Holds Series 7 and 66 registrations
• Earned Florida insurance licenses
• University of North Florida alum

As an Associate Wealth Advisor, Alek supports Gryphon’s lead financial advisors to help clients receive a more personalized experience. He’s able to support a timely response by providing additional support in investment planning, alternative investments, structured product processing, money movement, income distribution and trading. Like his father, he’s an active member of the community and enjoys spending time with his family. He lives in Jacksonville with his wife, where you can either find him on a golf course or at a Jaguars game in his spare time.

• Holds a B.B.A. in Finance, University of Florida - Warrington College of Business
• Holds the Series 7 registration
• Fluent in Italian and Albanian

Gio is dedicated to conducting rigorous fundamental research and comprehensive market analysis to inform strategic investment decisions and Gryphon’s portfolio management. Prior to joining the team, Gio’s professional journey began with Macquarie Group, where he excelled as a portfolio manager navigating capital markets portfolios and evaluating risk exposures, performance trends, and market dynamics. Subsequently, he brought his expertise to Nebula Energy as an Investment Analyst, leveraging financial data and market insights around investment opportunities in the natural gas field.

Outside of work Gio finds joy in competing in an intramural soccer league alongside his older brother and cherishing moments with his family and beloved dog, Bella.

• 15+ years of financial services experience
• Holds the Series 7, 63 and 65 registrations
• Earned the Florida Life, Health and Variable Annuity licenses

Bhagwati is the glue that helps push administrative and operational needs to be resolved accurately and quickly for our high-net worth clients. The goal is peace of mind for our clients and her experience and accolades keep our processes efficient to help reach that ultimate goal. In addition to her stunning resume, she’s also fluent in four languages: English, Hindi, Gujarati and Swahili. Outside of work, she enjoys meditating, traveling, listening to music and spending time with her husband and two sons.

• Holds Series 7 and 66 registrations
• Earned Florida insurance licenses
• University of North Florida alum

Shannon works alongside Bhagwati, Joyce and Jeannie to uphold our high-level of service to our clients. Through carrying out day-to-day needs such as money movements, opening new accounts, or placing trades, she’s able to accurately and quickly help clients resolve their needs. Outside of the office, you can catch her riding her horse, experimenting with photography, or traveling and hiking with her husband.

• 17+ years of financial services experience
• Holds the Series 7, 63, 65 and 9 registrations.
• J. Sargeant Reynolds College alum

Joyce is a dynamic force on the team who is able to provide comprehensive service to our clients. She’s knowledgeable and has plenty of expertise when it comes to financial operations. She’s married to a retired Army veteran, and with three out of six sons in active duty - discipline and efficiency runs in the family. Outside of managing clients’ day-to-day needs, she enjoys traveling, reading and shopping.

• 20 years of experience
• Holds Series 7 and 63
• Fluent in Spanish

With over 20 years of customer service expertise, Ana has spent the past three years thriving in the financial industry. Born in the Dominican Republic and raised in New York, she blends a rich cultural perspective with a strong commitment to client satisfaction.

Known for her positivity and boundless energy, Ana approaches each day at work with enthusiasm and a genuine passion for building meaningful connections. She enjoys meeting new people and finds inspiration in listening to their stories.

Outside of work, Ana enjoys relaxing by the beach, watching movies, and immersing herself in a great book. Her warmth and dedication shine both in her professional endeavors and in her personal life.

• 15 years of financial services experience
• Holds Series 6, 63 and Florida Life, Health, and Variable Annuity License
• Florida State University Alumni

Randal began her financial career as a licensed personal banker at Wells Fargo, quickly rising to store manager -- a position she held for 12 years before transitioning into wealth management. Her extensive experience in client-facing roles has given her a deep understanding of the importance of building strong relationships and tailoring solutions to meet each client’s unique needs. Now a key member of Gryphon Wealth’s operations team, Randal is committed to delivering seamless client support.

A Florida native with Texas roots, Randal enjoys beachside living with her husband and daughter. Whether biking along 1st street, meditating by the shoreline, or cheering on her favorite sports teams – including the Jaguars – you’ll find her embracing life to the fullest. She also loves dancing with friends and exploring unique beaches around the world.

• Fluent in German

With 28+ years of financial industry experience, Jeannie is poised to tackle almost any account need. She puts clients first and works hard to anticipate their needs. She’s part of the reason our clients are used to our quick response times and wide-range of expertise. Outside of pushing our operations to be excellent, she enjoys spending time with her husband and family, traveling, baking and attending concerts and movies.

• 12+ years of experience
• University of North Florida alum
• Holds a degree in International Business

Shielah oversees one of the most important and fun aspects of our business - client events. These events deliver on our values, which include educating and enhancing our clients’ investing experience. She also manages marketing to help ensure our mission is understood and carried out from an outside perspective as well as internally. Apart from Gryphon, she enjoys volunteering, hiking, playing volleyball and traveling. She lives in Hilliard, Florida with her husband and their two fur babies.

• Holds a B.B.A. in Management from Flagler College

Alyssa uses her extensive marketing experience and excellent interpersonal skills to ensure smooth and efficient operations for Jason. Known for her keen eye for detail and outstanding organizational abilities, Alyssa’s marketing expertise enhances her communication skills, making her an asset to our clients and the team.

Outside of work, Alyssa loves baking and cooking, exploring national parks, and finding new culinary spots around town.