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Please join us in congratulating Kathleen Intelisano on earning her Certified Exit Planning Advisor designation! The CEP...
10/08/2026

Please join us in congratulating Kathleen Intelisano on earning her Certified Exit Planning Advisor designation!

The CEPA designation is the most widely recognized credential in the field of exit planning, equipping advisors with specialized knowledge to help business owners maximize business value, prepare for successful ownership transitions, and align their personal, financial, and legacy goals.

🚨 ALERT! 🚨Some of Margaret's artwork has been so well-loved that a few pieces will soon be leaving our gallery display. ...
10/05/2026

🚨 ALERT! 🚨
Some of Margaret's artwork has been so well-loved that a few pieces will soon be leaving our gallery display.
The good news? Her collection will be staying with us a little longer, and she'll be bringing in a few new pieces to fill those spots! ✨
Stay tuned for a sneak peek of the new arrivals. 🎨

Stop in during business hours to view the gallery!

🎨✨ Did You Miss Our Art Night? There's Still Time to Enjoy the Collection! ✨🎨Thank you to everyone who joined us for our...
09/16/2026

🎨✨ Did You Miss Our Art Night? There's Still Time to Enjoy the Collection! ✨🎨

Thank you to everyone who joined us for our recent Art Night featuring beautiful works from Peggy Watts! It was such a wonderful evening seeing familiar faces and new ones!

If you weren't able to attend, or if you'd like a second look, the artwork is still on display in our office and will be available to view through the first week of October.
🖼️ Stop by to explore the collection and discover your favorite piece.
Who knows... you may even find the perfect addition to your home or office!

Be sure to follow us to stay updated on future art events and featured artists. 🎨

We hope everyone has a safe and fantastic holiday weekend! We will be back on Tuesday! 🫡
09/04/2026

We hope everyone has a safe and fantastic holiday weekend! We will be back on Tuesday! 🫡

We hope you will join us NEXT Friday, September 11th! Bring a friend and have a glass on us! 🍷 Peggy's artwork will be a...
09/02/2026

We hope you will join us NEXT Friday, September 11th! Bring a friend and have a glass on us! 🍷

Peggy's artwork will be available for browsing and purchasing until October, but only at the event can you have a taste of true Georgian w**e from our friends at Vino Ghvino 21!

We have some exciting news! – Our very own Christopher Hill has been named a Best-in-State Next-Gen Wealth Advisor by F...
08/26/2026

We have some exciting news! – Our very own Christopher Hill has been named a Best-in-State Next-Gen Wealth Advisor by Forbes! See the full 2026 rankings here: https://www.forbes.com/lists/best-in-state-next-gen-advisors

2026 Forbes Best-in-State Next-Gen Wealth Advisors, developed by Shook Research, is based on the period 3/31/25 to 3/31/26 and was released on 8/11/26. 53,000 nominations were received and 2,171 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4z1aHHr. Please see https://www.forbes.com/lists/best-in-state-next-gen-advisors for more info.

Mark your calendars! We are a little less than a month away! We hope to see you there to enjoy the gallery of Margaret "...
08/18/2026

Mark your calendars! We are a little less than a month away! We hope to see you there to enjoy the gallery of Margaret "Peggy" Watts!

🎨✨ New Art Has Arrived! ✨🎨We're excited to welcome beautiful new artwork from the talented artist, Margaret Watts! Her w...
08/13/2026

🎨✨ New Art Has Arrived! ✨🎨

We're excited to welcome beautiful new artwork from the talented artist, Margaret Watts!

Her work is phenomenal and such a pleasure to have on our walls! Stay tuned for the next Meet & Greet night with Margaret and Vino Ghvino 21. You don't want to miss it!

Mark your calendars! You don’t want to miss this one!🎨
06/08/2026

Mark your calendars! You don’t want to miss this one!🎨

Chris had the opportunity to speak at both the Ocala Metro Chamber and Economic Partnership Exceptional Morning Breakfas...
05/29/2026

Chris had the opportunity to speak at both the Ocala Metro Chamber and Economic Partnership Exceptional Morning Breakfast as well as the Bi-Annual Chairman's Luncheon. Sharing perspective on Investing & AI. A powerful reminder that while technology evolves, discipline remains the foundation of long-term success.

Address

2201 SE 30th Avenue, Suite 201
Ocala, FL
34471

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

Telephone

+13526715310

Website

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