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 many, many years. Firm Chairman Jeff Camarda has been repeatedly named by Barron’s as “one of the best financial advisors in America.” 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 was also named as 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. He holds many financial and investment designations, including Chartered Financial Analyst (CFA®), MSFS®, and the E.A. tax credential. Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides, and is currently at work on his dissertation for a doctorate in financial and retirement planning. The firm, based in metro Jacksonville, serves clients across the country, and is A+ rated by the Better Business Bureau.

 

Jeff Camarda, ChFC®, CFA®, E.A., CLU®, MSFS®, CFS®, BSM™

Firm Chairman, CEO, Chair Portfolio Management Board

888-226-2732

Jeff founded Camarda Wealth Advisors in 1993 and is a nationally-recognized expert of financial planning and wealth management.

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Kim Camarda, 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

888-226-2732

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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Melissa Hamilton

Business Development Officer

Melissa Hamilton boasts 16+ years of business development experience. In addition to developing, implementing, and analyzing marketing strategy, Melissa’s primary role is leading the team which first introduces most new clients to the firm.

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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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