Advisors at this firm
David B
Series 65
The Villages, FL
Blackston Financial Advisory Group, LLC
David Blackston is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Blackston Financial Advisory Group, LLC since 2012 and previously worked at Royal Fund Management. Outside of his advisory role, he serves as president of Blackston's Insurance and Financial Solutions, a business he has led since 2003. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, preparing written Investment Policy Statements tailored to each relationship. The firm employs a combination of fundamental, quantitative, and technical analysis with a long-term trading approach, and it offers services without an account minimum.
Travis B
Series 63, Series 65
The Villages, FL
Blackston Financial Advisory Group, LLC
Travis Bender is a financial advisor at Blackston Financial Advisory Group, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management and as a self-employed advisor. In addition to his advisory role, he is an independent insurance agent specializing in life, health, disability, annuities, and long-term care products. Blackston Financial Advisory Group provides ongoing portfolio management and advisory services to individuals and high-net-worth clients, offering customized Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.
Richard B
Series 65
The Villages, FL
Blackston Financial Advisory Group, LLC
Richard Blackston is a financial advisor at Blackston Financial Advisory Group, LLC with four years of industry experience. He holds a Series 65 designation and has been with his current firm since 2016. Prior to his advisory career, he was self-employed as a golfer for three years. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, preparing written Investment Policy Statements for each relationship. The firm employs a discretionary investment approach that combines fundamental, quantitative, and technical analysis, and offers ongoing oversight including referrals to third-party managers without imposing account minimums.
Samantha S
Series 65
The Villages, FL
Blackston Financial Advisory Group, LLC
Samantha Stocksett is a financial advisor with Blackston Financial Advisory Group, LLC, holding a Series 65 credential and having two years of industry experience. She has been with Blackston Financial Advisory Group since 2014. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. Investment decisions are made under discretionary authority using fundamental, quantitative, and technical analysis with a long-term orientation, and the firm does not impose an account minimum.
Micah S
Series 65
The Villages, FL
Blackston Financial Advisory Group, LLC
Micah Spence is a financial advisor at Blackston Financial Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Northwestern Mutual and Outbounder LLC. Outside of finance, he has been involved with Sunrise Australian Labradoodles and RCR Equestrian. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and offering rollover and IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis with a long-term orientation.
Colin B
Series 66
The Villages, FL
Blackston Financial Advisory Group, LLC
Colin Barrett is a financial advisor at Blackston Financial Advisory Group, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Cenergistic Inc. before joining Blackston Financial Advisory Group in 2022. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, focusing on long-term investment strategies documented in written Investment Policy Statements. The firm typically operates under discretionary authority and incorporates a range of investment vehicles, including mutual funds, ETFs, fixed-income securities, and private placements.
April H
Series 63, Series 65
The Villages, FL
Blackston Financial Advisory Group, LLC
April Hurlburt is a financial advisor at Blackston Financial Advisory Group, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investments, and M&T Securities. Blackston Financial Advisory Group provides portfolio management and advisory services to individuals and high-net-worth clients, emphasizing written Investment Policy Statements and rollover/IRA guidance. The firm employs a discretionary investment approach combining fundamental, quantitative, and technical analysis, with portfolios reviewed quarterly.