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David Kirk Gunby IV

Advisor at Raymond James Financial — Deland, FL 632 N. Woodland Blvd

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

33 years

Location

Deland, FL 32720

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,959 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

David Gunby IV is a CFP® professional with 33 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2002. He has been involved with Gunby & Company since 2003. Gunby serves as a director on the DeLand, FL Firefighters Pension Board and is the CEO of Lake Beresford Yacht Company, which manages the land for the Lake Beresford Yacht Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and nonprofits. The firm employs tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting across a large advisor network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Deland, FL 632 N. Woodland Blvd

632 N. Woodland Blvd

Deland FL 32720

Advisors at this office

3

Most active in

Florida · Texas

Work history

33 years of industry experience

Gunby & Company

2003 - Present • 23 years

DeLand, FL

Raymond James Financial Services, Inc.

2003 - Present • 23 years

Deland, FL

Raymond James Financial Services Advisors, Inc.

2002 - Present • 24 years

Deland, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon Michael C

Series 65

DeLand, FL

Hanson Financial Group

Jon Michael Carrick is a financial advisor at Hanson Financial Group with two years of industry experience. He holds a Series 65 designation and has worked at Hanson Financial Group since 2023. Carrick also has a long-term academic role at Stetson University, where he has been employed since 2011. Outside of advising, he serves as Director of Alta Peaks, Inc., an investment holding company that was previously active in selling market research reports. Hanson Financial Group primarily serves pooled investment vehicles and institutional or business clients through discretionary investment supervisory and portfolio management services. The firm employs a tactical allocation approach across various asset classes and does not use a percentage-of-assets fee model.

Active portfolio management Options & derivatives strategies Real estate investing University Employee
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Judy K

Series 63, Series 66

Deland, FL

Kehoe Investment Services, Inc

Judy Kehoe is the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and a long-term tilt toward value, small-cap, and higher-profitability growth stocks.

General retirement planning Wealth management Passive / index investing Real estate investing
user avatar

Giovanni F

Series 66

Deland, FL

Fernandez Wealth Management

Giovanni Fernandez is a financial advisor at Fernandez Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Advisors, Inc. and Stetson University, where he currently serves as an associate professor of finance, executive director of graduate programs, and interim associate dean. Fernandez Wealth Management provides investment advisory services to individuals, including high-net-worth clients, and pension/profit-sharing plans. The firm offers portfolio management, pension consulting, and financial planning, employing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies aligned with clients’ risk tolerances.

Annuities
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Maurice L

Series 63, Series 66

Orange City, FL

Eagle's Crest Advisors, LLC

Maurice Linton is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. from 1997 to 2026. Eagle’s Crest Advisors provides personalized wealth management, investment advisory, and financial planning services to individuals, trusts, foundations, retirement plans, and corporations. The firm develops client-specific investment strategies using fundamental analysis and a range of investment vehicles, managing portfolios primarily on a discretionary basis.

General estate planning guidance Wealth management Founder/Business Owner
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Keira E

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Keira Espada is a financial advisor with Fleishel Financial Associates, Inc. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Fleishel Financial Associates provides comprehensive financial planning and consulting for a variety of clients, including retirement plan participants, trusts, and charitable organizations. The firm focuses on producing written financial plans and coordinating with other professional advisers, delivering advice through retainers, hourly consulting, and negotiated engagements rather than discretionary portfolio management.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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Ellen L

Series 66

Deland, FL

Fleishel Financial Associates, Inc.

Ellen Ludewig is a financial advisor at Fleishel Financial Associates, Inc. with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and First United Methodist Church. Fleishel Financial Associates provides personalized financial planning and consulting services for a variety of clients, including retirement plan participants, trusts, estates, and business entities. The firm emphasizes asset allocation and manager selection through fundamental and technical analysis, operating with a planning and consulting focus without directly managing client assets.

General retirement planning Cash flow / budgeting Charitable giving & philanthropy
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