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TrustWell Financial Advisors Employee Directory

Financial ServicesFlorida, United States2-10 Employees

TrustWell Financial Advisors operates as an independent, fee-only fiduciary in the financial services sector, offering investment management and financial planning. Four of its financial advisors hold the CERTIFIED FINANCIAL PLANNER™ designation. The firm emphasizes a client-focused approach and bases its planning on five guiding principles: spend less than you earn, avoid debt, build short-term reserves, set long-term goals, and be a good steward.
The company is based in Jacksonville, Florida, and operates with a small professional team. In February 2024, the board appointed Jones as chief executive officer, highlighting her long history with the organization and prior leadership roles, including her time as Chief Marketing Officer at FoodLogiQ and progression to COO and eventual CEO.

Find TrustWell Financial Advisors employees' phone numbers or email addresses

TrustWell Financial Advisors Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

TrustWell Financial Advisors's Leadership

  • Stylized image of a person
    M. D.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B. F.
    Principal And Financial Advisor
    Phone icon
    Mobile Phone

TrustWell Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from TrustWell Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. D.
    Owner
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    C. B. F.
    Principal And Financial Advisor
    Phone icon
    Mobile Phone
    Jul 31, 2024

Frequently Asked Questions

What is TrustWell Financial Advisors known for?

Minus sign iconPlus sign iconTrustWell Financial Advisors was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-904-996-****
. Explore TrustWell Financial Advisors's company overview page for more information.

What is TrustWell Financial Advisors's most common email format?

Minus sign iconPlus sign iconTrustWell Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TrustWell Financial Advisors email formats with LeadIQ.

How many employees does TrustWell Financial Advisors have currently?

Minus sign iconPlus sign iconTrustWell Financial Advisors has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are TrustWell Financial Advisors's key employees and leadership?

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As of August 2026, TrustWell Financial Advisors's key employees include:

  • Owner: M. D.
  • Principal And Financial Advisor: C. B. F.

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