Your Team
your support
Our team goes above and beyond for clients. “Support” only begins to describe our staff’s role. Our working philosophy has guided the formation of a team that clients grow to trust not only with their finances, but also life’s milestones, too.

Meet Our Team

Wealth Management & Planning

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Jeffrey L. Wyatt, CPWA®, CDFA®

Senior Private Wealth Advisor, Owner

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Jason D. Hyrne, CFP®, CIMA®, CPWA®

Senior Private Wealth Advisor, Owner

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J. Adam Kirby, CFP®

Senior Private Wealth Advisor, Owner

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Judy Root

Senior Private Wealth Advisor,
Managing Director

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Vicki Meadors

Senior Wealth Planner

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John P. Moore

Senior Vice President

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Diane Akel

Vice President

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Alek Wyatt, CFP®

Associate Wealth Advisor

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Gio Tonej

Investment Analyst

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Client Relations & Administration

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Melissa Storch

Partner Director, Owner

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Bhagwati Sangani, CRPC®

Senior Registered Wealth Associate

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Shannon Castaneda

Senior Registered Wealth Associate

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Joyce Walker

Registered Wealth Associate

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Jeannie Taylor-Harvey

Senior Wealth Associate

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Shielah Overholser

Marketing Manager

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Alyssa Bantad

Executive Assistant

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Dina Kirshbaum

Administrative Associate

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Elevate Your Investing Experience.

We offer an investing experience that many only dream of. We have the support, the expertise and a standard of excellence that can transform our clients’ lives. Our hope is that you can say goodbye to financial worries. And hello to living the life you want, free from stress.

“Our mission is to be your most trusted advisor, by helping you live the one life you have and to help you feel more confident about your financial life. We have a commitment to helping you plan and invest wisely.”

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The Story Behind Our Name

It’s No Myth.

Rich with history, the gryphon is known to be a protector of treasures and loyal to those it serves.

We believe that the future and the road you take to get there needs to be safeguarded. It is with a watchful eye, we help to oversee both so that you can live life to the fullest.

The legend of the gryphon is timeless. And so is our mission to fiercely protect what our clients treasure most.

Our Story.

Our story is rooted in a passion for people – our clients, their families, our team, and the vibrant community we call home. For us, this isn’t just about numbers. We care about creating real, meaningful connections.

We believe that true luxury goes far beyond just financial success. It encompasses the richness of well-being, the warmth of family, the freedom to savor life’s pleasures, and above all, the tranquility of peace of mind. As financial planners and investment experts, we take an intelligent, research-based and collaborative approach to make wealth management an enriching experience. Helping even the most accomplished individuals go to even greater heights.

Our investment strategy isn’t just words. We’re so confident in it that we invest in the same portfolio we offer to you. Plus, our concierge-level customer service aims to make you feel supported, always. Making wealth planning as effortless as possible so you can enjoy the things that matter most.

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Gryphon Insights

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Gryphon Wealth

Contact Us

[email protected]

Main: 904.450.5330
Fax: 904.450.5331

Location

4600 Touchton Road E,
Building 200, Suite 110,
Jacksonville, FL 32246


Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, MA, MD, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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