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Ronald H

Series 63, Series 65

Jacksonville, FL

Eversource Wealth Advisors, LLC

Ronald Hodge is a financial advisor at EverSource Wealth Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. In addition to his advisory role, Mr. Hodge is an independent insurance agent selling non-variable insurance products. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment platforms and a national network of advisors.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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James V

Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

James Vandenheuvel II is a financial advisor at EverSource Wealth Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services Inc. since 2015. EverSource Wealth Advisors serves a range of individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm operates a national network of advisors using multiple investment programs and offers both advisory and private market investment management solutions.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Jim W

CFA®, Series 63, Series 65

Jacksonville, FL

Eversource Wealth Advisors, LLC

Jim Williams is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Eversource Wealth Advisors, LLC. His prior experience includes roles at Fortress Wealth Planning, Hightower Advisors, and Wells Fargo. Outside of his advisory work, he has operated a small rental property business since 2001. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, charitable foundations, and other RIAs, offering wealth management, financial planning, and investment advisory services. The firm delivers advice through a national network of investment advisors using multiple investment programs and operates a private markets platform alongside advisory and sub-advisory services.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Emmett M

CFP®, Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

Emmett Mankin IV is a CFP® and holds a Series 66 license, with 30 years of experience in the financial industry. He is currently an advisor at Eversource Wealth Advisors, LLC and has previously worked at firms including Future Financial Partners, Inc., Della Porta Financial Advisors, and Capital Investment Group, Inc. Since 1996, he has also been an individual insurance agent selling non-variable insurance products. Eversource Wealth Advisors serves a mix of individual and institutional clients, providing wealth management, financial planning, investment advisory, consulting, and turnkey asset management services through a national network of investment advisor representatives and multiple investment programs.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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Chandler M

Series 66

Jacksonville, FL

Eversource Wealth Advisors, LLC

Chandler Moeller is a financial advisor at EverSource Wealth Advisors, LLC, holding a Series 66 credential with two years of industry experience. Prior to joining EverSource, he worked at Equitable Advisors and held various roles outside the financial industry. He is also the managing member of Moe's Landscaping Co., an LLC unrelated to investment advisory services. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, and investment advisory services through multiple investment platforms and manages private pooled investment funds alongside providing consulting and sub-advisory services.

ESG / Sustainable investing Private / alternative investments Real estate investing Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive Values-based investing Christian Faith Based
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