Gunn & Company Investment Management, Inc.

Marshall Gunn is a financial advisor with Gunn & Company Investment Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has been with Gunn & Company Investment Management since 1996 and also manages a CPA firm, Gunn & Company, P.A., where he serves as president and performs tax and consulting work. Gunn & Company Investment Management provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, pension plans, and charitable entities, managing approximately $194.5 million across about 164 client accounts. The firm utilizes an unaffiliated sub-advisor guided by Investment Policy Statements to implement client strategies, focusing on companies with strong financials and steady dividends, and offers additional services including financial planning and tax considerations.

Shawn Mccabe is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience. He is currently with Gunn & Company Investment Management, Inc. and also serves as Owner and President of McCabe Gunn, CPA, PA, a non-investment related CPA firm. His prior roles include positions at CPS Investment Advisors and various consulting and financial firms. Gunn & Company Investment Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, small business owners, pension plans, foundations, and other charitable entities. The firm manages approximately $194.5 million across about 164 client accounts and offers services including financial planning, tax and estate considerations, and a 401(k) Daily Valuation program.

Susan Hughes is a financial advisor at Gunn & Company Investment Management, Inc. with 26 years of industry experience and a Series 65 designation. She has worked at several related firms, including Gunnchamberlain CPA Firm, P.L., and currently serves in an administrative role at McCabe Gunn, CPA, PA. Gunn & Company Investment Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, trusts, estates, corporations, pension plans, and charitable entities, managing approximately $194.5 million across about 164 client accounts. The firm engages an unaffiliated sub-advisor to implement client strategies based on Investment Policy Statements, focusing on companies with strong balance sheets, steady dividends, and international exposure.