• 38+ years of financial services experience
• Holds a B.B.A. in Management and Operations, University of North Florida

Diane is dedicated to forging strong partnerships and delivering exceptional financial solutions to our valued clients.

With more than 38 years of experience in the financial industry, she brings a wealth of expertise and a passion for cultivating long-lasting relationships built on trust, integrity, and personalized service.

Diane has a deep understanding of clients' unique needs and aspirations and through proactive communication and a deep commitment to client satisfaction, she ensures that every client receives the attention and support they deserve.

Outside of the office, she enjoys travelling, cruising, and spending time with family.

• 25+ years of experience in the financial services industry
• Holds the Series 7, 63, 65 registrations, 2-15 Health, Life and Variable License

Grant works closely with senior advisors and supports the development and implementation of personalized financial strategies designed to help clients grow, preserve, and transfer wealth with confidence.

Grant’s calm, professional approach and attention to detail make him a valuable resource for clients navigating complex financial questions. Whether it's helping refine a retirement plan or working behind the scenes to endure a seamless experience Grant brings dedication and care to every aspect of his work.

Outside of the office, Grant enjoys spending time with family, coaching my son’s baseball team, golfing, and attending Jacksonville Jaguars games with family and friends.

• 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 FINRA Series 7 and 66 registrations, Florida 2-15 Life, Health and Annuities
• Holds a B.S.B.A in Finance from the University of Central Florida
• Holds an MBA from the University of North Florida

Alex serves as an Associate Wealth Advisor, supporting Gryphon Wealth's senior advisors in the development and execution of thoughtful, client-focused financial strategies. He plays an important role in helping ensure clients receive timely, personalized support across their wealth planning and investment needs. Alex is committed to helping create a smooth, well-coordinated client experience.

Outside of the office, he enjoys spending time with friends and family, watching and attending sports events and getting out on the golf course whenever he can.

• 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 confidence 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 a B.A. in Economics
• Northwestern Alum
• Proficient in Spanish, French and Mandarin Chinese

Michael supports the advisory and investment teams by conducting in-depth financial analysis, reviewing portfolios, and preparing data-driven reports that inform client strategies.

With a strong analytical mindset and a natural curiosity for markets and economic trends, Michael plays a key role in identifying insights that inform portfolio construction and strategy. He works closely with the investment team to review holdings, evaluate opportunities and ensure that every recommendation is grounded in thoughtful research and long-term perspective.

Michael is detail-oriented, disciplined, and thrives in an environment that values critical thinking and independence. His work helps ensure Gryphon Wealth continues to deliver personalized, data-backed guidance to clients who value clarity and consistency in their financial lives.

Outside of the office, Michael enjoys spending time with family, playing piano, reading and exploring the outdoors --- all pursuits that reflect the same focus and drive he brings to his role at Gryphon Wealth.

• Holds a masters degree in finance
• University of Rochester alum

As a Trading Specialist and Investment Analyst, Shaunak is responsible for executing trades, maintaining portfolio balance, and partnering with the investment team to uncover compelling investment opportunities.

Shaunak’s career began in engineering, but while working on a research paper, he discovered that financial markets offered a more meaningful application of his analytical strengths. That realization led him to pursue a master’s degree in finance and ultimately into investment research. He has worked at boutique investment firms and with endowment portfolios as an equity research analyst.

Outside the office, he enjoys collecting perfumes and closely follows international soccer as a devoted Real Madrid fan.

• 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.

• 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.

• 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.

• B.A. in Communication
• Flagler College alum

Chelsea is a self-taught graphic designer with a deep understanding of how thoughtful design directly supports effective marketing and memorable branding. With experience working alongside marketing teams, she approaches every project with a strategic mindset, combining storytelling, visual clarity, and brand consistency to create work that drives real impact.

Beyond work, Chelsea enjoys spending time with her husband, reading, traveling, and film photography.

• 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 and Marketing
• Flagler College Alum

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.

• 15+ years of customer service experience
• University of South Florida alum

Abigail has a natural knack for organization and a passion for supporting others, she plays a vital role in ensuring the company’s operations run smoothly and efficiently.

From managing calendars and client communications to coordinating internal workflows and supporting compliance needs, Abigail is the behind-the-scenes force who keeps everything on track. Her warm approachable demeanor makes her a trusted point of contact for clients and a dependable resource for the entire team.

Abigail thrives in environment where attention to detail and thoughtful service is key. She takes pride in creating a seamless experience for both clients and colleagues.

Abigail lives in Jacksonville with her husband and outside the office, Abigail enjoys architecture, design, travel, and diverse culinary experiences