Davinci Financial Designs

Jonathan Dootson is a Series 66 licensed financial advisor with three years of industry experience. He is currently with DaVinci Financial Designs, where he has worked since 2019 and also provides administrative support to the firm. His prior experience includes roles at LPL Financial and various educational institutions. DaVinci Financial Designs offers comprehensive financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business owners. The firm emphasizes a tailored, alpha-based investment approach with tax-aware operational practices and serves approximately 680 clients through a five-person advisor team.

Patrick Burgess is a CFP®-certified financial advisor with 26 years of industry experience. He has been with Davinci Financial Designs since 2012, where he works as part of a five-person team. Outside of his advisory role, Burgess is involved in the sale of fixed and indexed insurance products through Davinci Risk Designs. Davinci Financial Designs provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business owners. The firm emphasizes an alpha-based, risk-adjusted investment approach and offers services including Life Design financial planning, generational planning, and business design, managing approximately $198 million in assets.

James Agostini is a CFP® and ChFC® with 30 years of industry experience. He has been with Davinci Financial Designs since 2012, where he serves as part of a five-advisor team. In addition to his advisory role, Agostini acts as a county delegate in Columbia, SC. Davinci Financial Designs provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business owners. The firm employs an alpha-based, risk-adjusted investment approach with tax-aware operational practices and manages approximately $198 million in discretionary assets.

David Wells is a financial advisor at DaVinci Financial Designs with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for 14 years. Wells provides investment advisory services primarily through DaVinci Financial Designs, an independent firm he joined in 2022. DaVinci Financial Designs serves individuals, trusts, estates, charitable organizations, and business owners with comprehensive financial planning and discretionary portfolio management. The firm employs a risk-adjusted, alpha-based investment approach, offering tailored portfolios and specialized services such as generational and business planning through a five-person team affiliated with LPL Financial.

Devin Kile is a financial advisor at DaVinci Financial Designs with nine years of industry experience. He holds the Series 66 designation and has been with DaVinci Financial Designs since 2013, also maintaining a concurrent affiliation with LPL Financial since 2015. DaVinci Financial Designs serves individuals, trusts, estates, charitable organizations, and business owners by providing comprehensive financial planning and discretionary portfolio management. The firm employs a risk-adjusted, alpha-focused investment approach using a variety of securities and offers tailored portfolios alongside tax-aware operational practices.