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Melissa M

Series 66

Jacksonville, FL

Stillblue Financial Partners, LLC

Melissa Manley is a financial advisor at Stillblue Financial Partners, LLC with 14 years of industry experience. She holds the Series 66 designation and has been with Stillblue Financial Partners since 2013. She operates in Boca Raton, FL, and has previously conducted business under the DBA The Palms Financial Group and Liberated Capital Advisors. Stillblue Financial Partners serves individual investors, including high-net-worth clients, and business entities with portfolio management, financial planning, and pension/retirement plan consulting. The firm uses model portfolios developed by an internal Investment Committee and offers both discretionary and non-discretionary asset management, emphasizing diversified mutual funds and ETFs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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Joseph S

CFP®, Series 63, Series 65

Jacksonville, FL

Stillblue Financial Partners, LLC

Joseph Smith is a CFP® professional with 18 years of industry experience. He has been with Stillblue Financial Partners, LLC since 2013. Outside of his advisory role, he is also licensed as an independent insurance agent. Stillblue Financial Partners serves individual investors, including high-net-worth clients, and business entities by providing portfolio management, financial planning, selection of other advisers, and pension/retirement plan consulting. The firm uses model portfolios developed by an internal Investment Committee but allows for individualized portfolio construction through its network of Investment Adviser Representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
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