Jeanie Taras: Since 1977, Jeanie has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life. With the insight and industry knowledge that come with over 45 years in the business, Jeanie provides her clients the information they need to choose the most suitable investment products and services for their specific financial needs, including portfolio management, retirement planning, personal financial planning and more. Jeanine was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors.* She enjoys engaging with her fellow members at the Rotary Club of Jacksonville, acting as a trustee for the JAX Chamber, and serving local charities. She and her husband Steve have been married 46 years and have two children. In her free time, you’ll find her on the beach with her three grandchildren collecting shark’s teeth.
