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Peter B

Series 63

Jacksonville, FL

Riverplace Capital Management Inc

Peter Bower is a financial advisor at Riverplace Capital Management Inc in Jacksonville, FL, holding a Series 63 designation and with 22 years of industry experience. He has been with Riverplace Capital Management since 2001. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
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Terri K

Series 63

Jacksonville, FL

Riverplace Capital Management Inc

Terri Kimball is a financial advisor at Riverplace Capital Management Inc with 22 years of industry experience. She has been with Riverplace Capital Management since 2001. She holds a Series 63 designation. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and employs a dynamic asset allocation approach supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
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Annette C

Series 66

Jacksonville, FL

Riverplace Capital Management Inc

Annette Campos is a financial advisor at Riverplace Capital Management Inc with eight years of industry experience. She holds the Series 66 designation and has worked previously at BBVA Wealth Solutions, Inc. and BBVA Securities Inc. She started her career with roles at Randstad and Uber. Riverplace Capital Management provides personalized financial planning and discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and municipalities. The firm manages approximately $236 million in client assets and uses a dynamic asset allocation investment process supported by fundamental, technical, and cyclical analysis.

General retirement planning General tax planning
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