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Tyler C
CFP®, Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Tyler Chacon is a CFP® with 10 years of industry experience, currently serving at Chacon Diaz & Di Virgilio Wealth Management, LLC since 2018. His prior roles include positions at Tapfin/EY, Cetera Investment Services LLC, and GTE Federal Credit Union. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and also provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach using primarily U.S.-listed ETFs and manages held-away retirement plan participant accounts through a third-party platform.
James D
Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
James Divirgilio is a financial advisor with Chacon Diaz & Di Virgilio Wealth Management, LLC in Gainesville, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Chacon Diaz & Di Virgilio Wealth Management since 2010, following prior roles at Summit Financial Group Inc and Merrill. Chacon Diaz & Di Virgilio Wealth Management, LLC serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend approach primarily using U.S.-listed ETFs and offers discretionary portfolio management, comprehensive financial planning, and management of held-away retirement plan participant accounts through a third-party platform.
Lisa C
Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Lisa Chacon is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at her current firm since 2010, following positions at Summit Financial Group Inc and UBS Financial Services. Chacon Diaz & Di Virgilio Wealth Management serves individual clients, including high-net-worth households, and provides subadvisory services to other investment advisers. The firm employs a rules-based, total-return momentum and trend investment approach, primarily using U.S.-listed ETFs, and offers discretionary portfolio management, comprehensive financial planning, and held-away retirement plan account management.
Guillermo D
Series 63, Series 66
Gainesville, FL
Chacon Diaz & Di Virgilio Wealth Management, LLC
Guillermo Diaz is a financial advisor at Chacon Diaz & Di Virgilio Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with the firm since 2010. Outside of his advisory role, he serves as Treasurer for Micanopy Charter School, overseeing the school's finances. Chacon Diaz & Di Virgilio Wealth Management is an independent, fee-only fiduciary firm serving individual and high-net-worth clients, as well as other investment advisers. The four-advisor team employs a rules-based, momentum and trend-driven investment approach primarily using ETFs, providing discretionary portfolio management and comprehensive financial planning.
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