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Kristina Metz Furnari

Advisor at Wellington Shields & Co., LLC — Flagler Beach, FL

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

Flagler Beach, FL

Wellington Shields & Co., LLC logo

Wellington Shields & Co., LLC

Team

Total advisors

24

Across 9 offices

Clients per advisor

24 Very Low

Avg AUM per client

$857,705 Typical

HNW client ratio

28% Typical

About

Kristina Furnari is a financial advisor with Wellington Shields & Co., LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Wellington Shields since 2009 and previously worked at H. G. Wellington & Co., Inc. from 2004 to 2010. Outside of her advisory role, she contributes sporadically as an accountant and bookkeeper for a law firm and provides bookkeeping services for a coworking space in Flagler Beach, FL. Wellington Shields & Co. offers discretionary and non-discretionary portfolio management to individuals, corporations, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental and technical analysis, third-party manager selection, mutual funds, ETFs, and various strategies including options and margin, providing client accounts with ongoing monitoring and periodic formal reviews.

Client services

Based on Wellington Shields & Co., LLC

Portfolio management

Expertise

Based on Wellington Shields & Co., LLC

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

$0+: .20% up to 1.50% per annum (Equity and Balanced Portfolios) $0+: .20% up to .75% per annum (Fixed Income Portfolios)

Commissions

Commission charges on a trade-by-trade basis for advisory brokerage accounts; no commissions charged for wrap program or certain retirement accounts.

Location

See office

Flagler Beach, FL

Flagler Beach FL

Advisors at this office

1

Most active in

Florida · Georgia · Virginia

Work history

26 years of industry experience

Wellington Shields & Co., LLC

2009 - Present • 17 years

New York, NY

H. G. Wellington & Co., Inc.

2004 - 2010 • 6 years

New York, NY

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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Orlando J

Series 66

Palm Coast, FL

Johnson Wealth Management, LLC

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Wealth management Cash flow / budgeting
user avatar

Neal A

Series 65

Palm Coast, FL

Albert Capital Management LLC

Neal Albert is a financial advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with five years of industry experience. He has worked with Albert Capital Management since 2021 and has previously held roles at Grabber Construction Products and Allied Building Materials. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified, low-cost mutual funds and ETFs, offers customized Investment Policy Statements, and conducts ongoing educational seminars.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
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Martin A

Series 65, Series 63

Palm Coast, FL

Baffin Advisors LLC

Martin Anidjar is the sole advisor at Baffin Advisors LLC, holding Series 65 and Series 63 credentials with 17 years of experience since founding the firm in 2009. He operates out of Palm Coast, Florida, providing investment advisory services exclusively to non-U.S. clients. Baffin Advisors LLC is an independent investment adviser specializing in discretionary portfolio management for high-net-worth individuals. The firm employs a medium-term global macro investment approach focused on emerging markets, using diversified allocations across multiple asset classes tailored to each client’s objectives and risk profile.

Wealth management Passive / index investing Active portfolio management Cross-border / expatriate tax planning HENRY (High Earners, Not Rich Yet)
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Philip H

Series 63, Series 65

Palm Coast, FL

FL Group, Inc.

Philip Hotz II is an investment advisor representative with FL Group, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at FL Group, Inc. since 2023, with prior roles including Gradient Advisors, LLC and USFEDS. Hotz also serves as a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating managers for suitability, assisting clients with onboarding, and monitoring performance, while investment discretion and trade execution remain with the selected managers.

Active portfolio management Wealth management
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Wade R

Series 66

Ormond Beach, FL

Storms & Rowdon Financial Services, Inc.

Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.

Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement income strategy
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Keith W

CFP®, Series 65

Palm Coast, FL

Capstone Investment Management LLC

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management
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