Real Wealth Leadership

888-CAMARDA (888-226-2732)

Team

Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for decades. Firm Chairman  Jeff Camarda, PhD, CFA®, E.A.,  has been repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades.

Barron’s calls ranked advisors like Jeff Camarda “the best people in the business” and “truly great financial advisors” and says that they are “accepted in the industry” as the “top 1%” who set “the highest standards of their profession.”*

Jeff has completed many financial planning and investment education designations, including Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM™). He holds a Masters degree in financial planning (MSFS®), and the E.A. tax credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. . Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides, and holds a doctorate in financial and retirement planning. The firm, based in Florida, serves clients across the country, and is A+ rated by the Better Business Bureau. Besides Barron’s, the firm has been regularly top ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg’s Wealth Manager, and others.  

* (Barrons July 18 2016 p S2). 

 

Jeff founded Camarda Wealth Advisors in 1993 and is a nationally-recognized expert of financial planning and wealth management. He is the subject of several Wall Street Journal articles, the host of the Wealth Education Radio show, has...

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Kim Camarda 
Previous Certifications: CFS®, BCM™, ChFC®

President, Portfolio Management Board, Chief Financial Officer

888-226-2732

Kim Camarda co-founded Camarda Wealth with Jeff Camarda and serves as firm President and CFO.

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Dr. Thanh Bui, DBA, CPA

Director Portfolio Management, Portfolio Management Board, Chief Fundamental Analyst

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Since 2010, Dr. Bui has served on Camarda’s Portfolio Management Board as Director of Portfolios Management and is the firm’s Chief Fundamental Analyst.

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Joyce Eason

Senior Portfolio Accounting and Trading Specialist

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Joyce has been with Camarda Wealth Advisors since 1999, and has served continuously in the financial profession for more than 30 years.

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Brian Sirota, MBA

Personal Wealth Advisor

Brian Alan Sirota was born in 1988 in Winter Park, Florida. He graduated from Auburn (War Eagle!), with a BS in Business Finance. He took a job in the financial services industry after college and worked this way through business...

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Robert Tucker, ChFC®

Senior Personal Wealth Advisor

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Robert is a seasoned financial professional with past experience at Korbel, Citibank and Fidelity Investments, where he served as an Investment Solutions Representative.

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Winter Bryant

Executive Assistant to the Chairman and the President

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With Camarda Wealth Advisory Group since 2011, the firm is fortunate to leverage Winter’s extensive experience in client service and administration.

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Thomas Razzano, IAR

Senior Business Development Officer

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Tom is a seasoned financial and investments professional, and has held general securities and supervisory securities licenses since entering the profession with Charles Schwab in 1997.

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Anne Camarda

Senior Investment Properties Director, Camarda Premier Properties

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With residential rental experience stretching back more than 30 years, Anne is responsible for managing dozens of residential and several commercial properties, primarily for Camarda family interests.

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Rick Martin

Marketing Coordinator

Rick supports Marketing, Business Development, Compliance, and Account Management. He enjoys food, basketball, reading, and going to the beach with his family.

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Jennifer was born and raised in New York City. Jenn relocated to the Jacksonville area in 2009 with Deutsche Bank, where she worked in Asset Services and Tax Operations for 14 years. She joined Camarda in 2017. As an Operations Manager...

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Joe Murphy

Vice President of Wealth Management

Joe is a graduate of The Ohio State University with a B.A. in Economics. He started his financial career in 2002 as a bank representative with Century National Bank. Joe later joined JPMorgan Chase Bank as a Personal Bank from 2005 to...

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Lloyd Archibald

Vice President of Wealth Management

Lloyd Archibald was born and raised in Duxbury, Massachusetts. He graduated from Jacksonville University in 1992 where he was a scholarship player on the golf team. During college he decided to go work for the award winning Ritz...

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Owen Fesperman graduated from Valdosta State University in 1984. After moving to Jacksonville, FL in 1995, he began working at AT&T Universal Card Services. He began his work in Financial Services with Prudential Financial in 2006...

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