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Donald Florence

Advisor at Quartz Partners Investment Management

Updated today
Quartz Partners Investment Management logo

Firm

Quartz Partners Investment Management

Location

Danville, IN 46122

Credentials

Series 65

Industry experience

8 years

Work history

Quartz Partners Investment Management

2023 - Present (3 years)

Kalos Management Inc

2020 - Present (6 years)

Florence Wealth LLC

2018 - Present (8 years)

EDU Wealth Advisors LLC

2015 - 2018 (3 years)

Self Employed contracted with EDU Financial Strategies

2004 - 2018 (14 years)

Disclosures

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Alan S

CFP®

Fillmore, IN

Best Case Financial

I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.

Cash flow / budgeting Sandwich Generation Young Families Gen Y/Millennials (Born 1980-1995)

Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)

Heather R

Series 66

Mooresville, IN

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional

John R

Series 66

Brownsburg, IN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy

Austin H

Series 66

Avon, IN

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner

Samuel L

Series 66

Brownsburg, IN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Wealth management Passive / index investing Military & Veterans LGBTQIA Newlywed/Engaged Young Professionals
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