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Jeremy S

Series 65

Orange Park, FL

HFG Capital

Jeremy Story is a Series 65 licensed financial advisor with HFG Capital, based in Orange Park, FL, and has two years of industry experience. He previously worked at First Advisors National and Brookstone Wealth Advisors/Hollifield Financial Group. Outside of his advisory role, he is also a licensed insurance agent and sells insurance products with Hollifield Financial Group. HFG Capital provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on long-term trading through a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements and regularly monitors asset allocation and security selection.

Annuities
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John S

Series 65

Summerville, SC

HFG Capital

John Stewart is a Series 65-licensed advisor at HFG Capital with one year of industry experience. Before joining HFG Capital, he worked at 84 Lumber Co. for six years. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm prepares Investment Policy Statements for clients and conducts monthly account reviews to monitor asset allocation and security selection.

Annuities
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Kimsey H

Series 65

Summerville, SC

HFG Capital

Kimsey Hollifield is a financial advisor at HFG Capital with nine years of industry experience. She holds a Series 65 designation and has worked at several firms including Brookstone Wealth Advisors and Alphastar Capital Management. Outside of her advisory role, she owns and operates Hollifield Financial Group, which offers insurance sales and investment advisory services. HFG Capital provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm emphasizes long-term trading and regularly reviews client accounts while fulfilling a fiduciary role for retirement accounts.

Annuities
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