Advisors at this firm
Nathan E
CFP®, CFA®, Series 66
Jacksonville, FL
IMG Wealth Management, Inc.
Nathan Edwards is a financial advisor with IMG Wealth Management, Inc. in Jacksonville, FL, holding the CFP® and CFA® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Planmember Securities Corporation and operating Edwards Retirement Planning, Inc., an independent financial and insurance services business. Edwards also serves as an expert consultant for JustAnswer LLC, providing advice on finance and Social Security benefits. IMG Wealth Management serves individual and high-net-worth clients with fee-based advisory and financial planning services. The firm creates personalized investment programs using fundamental, technical, and macroeconomic analysis, and offers educational workshops alongside a team-based approach with multiple credentialed professionals.
Michael S
Series 65
Jacksonville, FL
IMG Wealth Management, Inc.
Michael Steele is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 license with nine years of industry experience. His previous roles include positions at Sergeant Capital Strategies, LLC, Gerson Lehman Group Inc., and Virtue Capital Management, LLC. Outside of his advisory work, he is an Independent Associate with LegalShield, providing prepaid legal services and identity theft protection. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized approach using fundamental, technical, and macroeconomic analysis, and operates with a mid-sized team structure that includes CFP and CFA professionals alongside licensed insurance and broker-dealer activities.
Nick E
CFP®, Series 63, Series 65
Jacksonville, FL
IMG Wealth Management, Inc.
Nick Edwards is a CFP® with 24 years of industry experience. He is a financial advisor at IMG Wealth Management, Inc., where he has worked since 2017. Edwards is also president of Allen Edwards & Associates, an insurance products and sales business based in Jacksonville, FL, which he has led since 2003. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm uses a team approach combining fundamental, technical, and macroeconomic analysis and offers educational workshops as part of its client services.
Chad B
Series 63, Series 65
Jacksonville, FL
IMG Wealth Management, Inc.
Chad Bunnell is a financial advisor with IMG Wealth Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Principal Securities, Inc. and Madison Avenue Securities, among others. Outside of his advisory work, he assists with decision-making and logistics for the St. Johns Stingrays swim team. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services, including portfolio management, retirement planning, and educational workshops. The firm employs a team approach with multiple credentialed professionals and uses a sub-advisor model alongside formal expense-sharing arrangements.
Nicholas C
Series 63, Series 65
Jacksonville, FL
IMG Wealth Management, Inc.
Nicholas Coutros is an investment advisor representative at IMG Wealth Management, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Madison Avenue Securities, Charles Schwab & Co., Inc., and the UCF Athletics Association. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services, utilizing a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and offers educational workshops as part of its client services.
Philip D
Series 65, Series 66
Jacksonville, FL
IMG Wealth Management, Inc.
Philip Detlefs is a financial advisor at IMG Wealth Management, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including Investment Management Group, LLC and Madison Avenue Securities, LLC. Outside of his advisory role, he serves as a trustee for a private foundation focused on outreach and is a board member of the Fellowship of Christian Athletes in St. Johns County. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized investment approach supported by fundamental, technical, and macroeconomic analysis, and utilizes third-party sub-advisors while maintaining direct client relationships.
Nick R
Series 63, Series 65
Jacksonville, FL
IMG Wealth Management, Inc.
Nick Riscigno is a financial advisor at IMG Wealth Management, Inc. in Jacksonville, FL, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IMG since 2017. Prior to this, he worked at Planmember Securities Corporation and has operated Riscigno & Associates, Inc. since 2006. Outside of his advisory role, he is involved in insurance sales and services as an independent agent. IMG Wealth Management serves individual and high-net-worth clients with fee-based investment advisory and financial planning services. The firm employs a personalized investment approach using fundamental, technical, and macroeconomic analysis, and offers educational workshops as part of its client services.