• Awarded Forbes Best-In-State Wealth Advisor six years in a row (2018-2024)
• 26+ years of financial experience
• Served as a Petty Officer 3rd Class in the United States Navy from 1988 to 1991
• 2010 Barron’s Top 1,000 Financial Advisor

Active within the community and his clients’ lives, Jeff has extensive experience working with business owners and executives to help them build the future they envision. The navy taught him the value of hard work, and life has shown him the treasure of family. He lives in Jacksonville with his wife, three sons and two stepchildren. Making memories is at the top of his list which is why he has plans to visit all the NFL stadiums with his sons.

• Awarded Forbes Best-In-State Wealth Advisor six years in a row (2018-2024)
• 24+ years of financial experience
• Holds a B.B.A. from Gatton College of Business and Economics, CIMA designation from Wharton School of the University of Pennsylvania and CPWA from University of Chicago Booth school of business
• 2010 Barron’s Top 1,000 Financial Advisor

Driven to help multigenerational families solve financial puzzles, Jason has been analyzing market trends since his career began in 1999. His extensive research allows him to navigate a broad range of market environments and help clients build a portfolio that makes sense for their future - allowing them to spend more time enjoying life. Which for him, includes reading anything, especially financial research reports, spending time with his wife and four daughters, golfing and keeping up with Kentucky basketball.

• 20+ years of financial experience
• Earned CERTIFIED FINANCIAL PLANNER™ in 2003
• Bachelor's Degree in Finance, University of Central Florida

Valuing the sacred relationship between families and their trusted advisor, Adam strives to be as hands-on as possible in his clients’ lives. He understands that their goals shape their investment plans, which is where he comes in. With about 20 years in the financial industry, he enjoys helping guide clients toward the future they’ve been working toward. Away from the office, you’ll find him traveling or cheering on the Atlanta Braves, UCF Knights and his favorite teams - the ones his daughters play on.

• Practiced law for 20 combined years at two large law firms
• Graduated from the University of Nebraska College of Law earning a J. D. with distinction

Her previous career as a tax attorney gives Vicki an informed perspective about how clients’ financial decisions may affect their tax situation. (Vicki is not a practicing attorney.) At Gryphon Wealth, she helps clients communicate with their legal advisors to evaluate complex estate planning, gifting, family business planning, buy-sell agreements, charitable and other tax matters. Outside of work, Vicki lives with her husband and daughter in Jacksonville and several pets. She enjoys volunteering at Rooterville Animal Sanctuary.

• 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.

• 20+ years of experience in the financial services industry
• Holds Series 7 and 66 registrations, Florida insurance licenses and a B.S. from the University of Florida
• Responsible for leading team operations toward our known high standards

Melissa serves as our team leader to keep Gryphon Wealth aligned and moving toward our mission. Her attention to detail allows our team to create and improve processes that better serve our clients - while also fostering an enjoyable work environment for our team. She’s a Jacksonville native and lives in Mandarin with her husband and three sons. Away from the office, she is active in her community serving on the River Garden Foundation Board and gala committee. In her spare time, she enjoys traveling, volunteering and reading.

• 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.

• Can also speak 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.

With a long customer service oriented career, Dina is an asset to our team. She supports the team through organizing activities, preparing for client appointments and fulfilling clients’ comprehensive needs and requests. Our renowned ability to respond to clients in a timely manner is made possible by her expertise and keen eye for detail. When she isn’t improving our client experience, she’s enjoying free time with her two children, reading, and spending time outdoors, preferably near the ocean.