Advisors at this firm
Colton C
Series 65
Lutz, FL
EDMP, Inc.
Colton Carnevale is a financial advisor at EDMP, Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at EDMP since 2018. Carnevale is also involved with FAST Graphs, Inc., a subscription service for equity research, where he contributes to business development. EDMP provides separately managed equity portfolios to individual and institutional clients, focusing on Total Return, SMID-cap growth, and Income/dividend-growth strategies. The firm employs fundamental and qualitative analysis with a long-term, buy-and-hold approach and a strict valuation discipline.
Julie C
Series 63
Lutz, FL
EDMP, Inc.
Julie Carnevale is a financial advisor at EDMP, Inc. with 32 years of industry experience. She holds a Series 63 designation and has held senior vice president roles at EDMP, Inc., Fundamentals Investment Alliance Group, Inc., and FAST Graphs, Inc. since the early 1990s. FAST Graphs, Inc. is a research tool provider where she also serves as senior vice president. EDMP, Inc. provides separately managed equity portfolios to individual and institutional clients, focusing on fundamental and qualitative analysis with a long-term, buy-and-hold strategy. The firm offers distinct Total Return, SMID-cap growth, and Income/dividend-growth strategies, managing relatively concentrated portfolios on a primarily discretionary basis.
Charles C
Series 63, Series 65
Lutz, FL
EDMP, Inc.
Charles Carnevale is a financial advisor at Fundamental Investment Alliance Group, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Fundamental Investment Alliance Group since 2004. Carnevale is also the founder and president of Fast Graphs, Inc., a research tool company he established in 2011. Fundamental Investment Alliance Group provides investment supervisory services and separately managed portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a long-term investment approach based on fundamental and qualitative analysis across three equity strategies, managing approximately $9.97 million in assets as of December 2024.
