Advisors at this firm
Peter B
Series 63
Jacksonville, FL
Riverplace Capital Management Inc
Peter Bower is a financial advisor at Riverplace Capital Management Inc in Jacksonville, FL, holding a Series 63 designation and with 22 years of industry experience. He has been with Riverplace Capital Management since 2001. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.
Terri K
Series 63
Jacksonville, FL
Riverplace Capital Management Inc
Terri Kimball is a financial advisor at Riverplace Capital Management Inc with 22 years of industry experience. She has been with Riverplace Capital Management since 2001. She holds a Series 63 designation. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.
Annette C
Series 66
Jacksonville, FL
Riverplace Capital Management Inc
Annette Campos is a financial advisor at Riverplace Capital Management Inc with eight years of industry experience. She holds a Series 66 designation and has worked at firms including BBVA Wealth Solutions, BBVA Securities, and Merrill Lynch Pierce Fenner and Smith. Riverplace Capital Management provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, retirement plans, trusts, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.
Mark R
Series 63, Series 65
Jacksonville, FL
Riverplace Capital Management Inc
Mark Ross is a financial advisor at Riverplace Capital Management Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Mortgage Firm since 2015 and Life Management Advisors from 2004 to 2017. Outside of his advisory role, he is a partner in Timucuan Capital, an inactive real estate business focused on land held for potential future development. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.
Scott W
Series 65
Jacksonville, FL
Riverplace Capital Management Inc
Scott Wohlers is a financial advisor at Riverplace Capital Management Inc in Jacksonville, FL, holding a Series 65 designation with seven years of industry experience. He has worked at Riverplace since 2018 and previously held positions at Advantage Dermatology and Regions Bank. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.