Stifel - Daytona Beach (FL)

Steve Davis I have been a client of Robs for ten years. I trust Rob and his team to completely understand my needs and look after my interests. He is an effective communicator, good listener and adept at explaining current market conditions and the team plans to keep my accounts on track to meet my goals.

Joshua Davis Working with Caitlin Spradley at the Lake City Vystar has been such a pleasure! She’s got such great energy and is amazing at her job! So helpful, friendly, knowledgeable, responsive, and understanding. I would highly recommend working with her at the Lake City branch.

Brad Gregory I have known Erik for several years as the Treasurer for our non profit and as a friend. I can say without any reservations he is trustworthy, smart, loyal and committed. He’s earned the trust of his fellow board members and from me, in that I referred my daughter and future son in law for financial advice. His knowledge of finances and investing is second to none Brad Gregory