I joined Edward Jones as a financial advisor in 2006 and became a limited partner with Edward Jones in January 2015. I earned my professional designation as a Chartered Retirement Planning Counselor™ from the College for Financial Planning and I hold a Series 7, 63, 66, and Florida Insurance licenses.
I focus on serving the financial needs of individual investors. I have built my business by treating my clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.
I have received many honors since joining Edward Jones, including a Partners Award, Regional Leaders Award, Field Trainer Awards, Edward D. Jones Senior Founders Achievement Awards, Ed Armstrong Achievement Awards, a Talent Acquisition Award and Client Service Excellence Awards.
My background includes six years active duty in the U.S. Navy.
At Edward Jones, we are focused on you. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.
Focus areas
- Military Professionals & Veterans
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
Focus Areas
- Military Professionals & Veterans
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Golfing
- Fishing
- Outdoor Enthusiast
- Traveling
- History and Museums
Personal Interests
- Golfing
- Fishing
- Outdoor Enthusiast
- Traveling
- History and Museums
Office Information
Phone Number
Ted Kuzma at (386) 763-7070Branch Team
- Lawrence DellaVecchia
- Sr. Branch Office Administrator
- Donnamae Miller
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Lawrence DellaVecchia
- Sr. Branch Office Administrator
- Donnamae Miller
- Sr. Branch Office Administrator
Branch Team
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