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David W
CFP®, Series 65
Vero Beach, FL
Washburn Capital Management Inc.
David Washburn is a CFP® and holds a Series 65 license, with 20 years of experience in the financial advisory industry. He has been with Washburn Capital Management, Inc. since 2005. The firm provides discretionary portfolio management and investment advice to individuals, trusts, foundations, retirement plans, and other entities, managing approximately $237 million across about 177 client relationships. Washburn Capital Management employs a broad investment approach, including equities, debt, mutual funds, ETFs (including digital asset ETFs), options, and derivatives, and customizes portfolios using asset-allocation principles alongside fundamental, cyclical, and technical analysis.
Henry H
Series 65
Vero Beach, FL
Washburn Capital Management Inc.
Henry Habgood is a financial advisor at Washburn Capital Management Inc. with seven years of industry experience. He holds a Series 65 designation and has worked prior at firms including Brown Advisory and Coastal Bridge Advisors. Outside of his advisory role, he serves as treasurer for Pickleball University in Vero Beach, Florida. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, and retirement plans. The firm manages approximately $237 million using customized portfolios that incorporate a broad range of investments and include exposure to digital asset ETFs and derivatives.
Robert W
CFP®, Series 63
Vero Beach, FL
Washburn Capital Management Inc.
Robert Washburn is a CFP® with 23 years of industry experience. He has been with Washburn Capital Management, Inc. since 2005. Washburn Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, foundations, retirement plans, and other entities. The firm manages approximately $237 million across 177 client relationships, employing a range of investment strategies including equities, bonds, mutual funds, ETFs (including digital asset ETFs), options, and other derivatives.
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