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Paul A
Series 65
Ocala, FL
Zinnia Wealth Advisory, LLC
Paul Autodore Jr. is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 11 years of industry experience. He previously worked at Bankers Life and Bankers Life Securities, INC. before joining Zinnia Wealth Advisory and Zinnia Wealth Management in 2022. Zinnia Wealth Advisory manages approximately $168.8 million for individuals, trusts, estates, charitable organizations, and corporate clients. The firm offers financial planning and discretionary portfolio management, often implementing strategies through sub-advisers and model portfolios that combine actively managed and buy-and-hold approaches.
Charisse R
Series 65
Ocala, FL
Zinnia Wealth Advisory, LLC
Charisse Rivers is a financial advisor at Zinnia Wealth Advisory, LLC in Ocala, FL, holding a Series 65 designation with 10 years of industry experience. Her prior roles include positions at Central Florida Retirement Education, Retirement Wealth Advisors, and NFIC Group. Outside of financial advising, she is a managing member and owner of an insurance agency affiliated with Zinnia Wealth Management, LLC. Zinnia Wealth Advisory serves individuals, trusts, estates, charitable organizations, and corporate clients, managing approximately $168.8 million across a three-advisor team. The firm offers financial planning and discretionary portfolio management, employing a combination of actively managed and buy-and-hold strategies delivered mainly through sub-advisers and model portfolios tailored to client objectives.
Benjamin C
Series 66, Series 63
Ocala, FL
Zinnia Wealth Advisory, LLC
Benny Creamer is a Financial Consultant at Fidelity Investments, where he has been working since 2019. He partners with high net worth clients to assist them in making educated decisions regarding their financial plans. Benny emphasizes the importance of developing trust-based relationships by understanding clients' personal goals, wishes, needs, and challenges, and maintaining regular communication to adapt plans to changing circumstances. Prior to his current role, Benny held several positions at Fidelity Investments, including Investment Consultant in 2019, Relationship Manager from 2017 to 2019, Investment Solutions Representative from 2016 to 2017, and Financial Representative in 2016. His experience spans various aspects of financial consultation and client relationship management. Outside of his professional responsibilities, Benny has interests in baseball, family activities, football, golf, and military service.
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