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Joseph C

Series 65

California, MD

Innovative Wealth Building LLC

Joseph Chavel is a financial advisor with Innovative Wealth Building LLC, holding a Series 65 designation and two years of industry experience. His prior work includes roles at NAVAIR and PAE, as well as service in the United States Marine Corps. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, and charitable organizations, employing long-term strategies grounded in fundamental analysis and modern portfolio theory.

Options & derivatives strategies Private / alternative investments Annuities
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Jennifer H

Series 63, Series 65

California, MD

Innovative Wealth Building LLC

Jennifer Hill is a financial advisor at Innovative Wealth Building LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Command Advisory Services and First Command. Hill is also an independent licensed insurance agent, occasionally offering insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and charitable organizations, employing long-term investment strategies grounded in fundamental analysis and modern portfolio theory.

Options & derivatives strategies Private / alternative investments Annuities
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Vincent P

Series 65

California, MD

Innovative Wealth Building LLC

Vincent Petrillo is a financial advisor at Innovative Wealth Building LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, he served 15 years with the Naval Air Systems Command at the Department of Navy. He is also an insurance agent, selling insurance products alongside his advisory role. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm offers tailored investment programs and ongoing monitoring, managing accounts on both a discretionary and non-discretionary basis with a focus on long-term trading guided by fundamental analysis and modern portfolio theory.

Options & derivatives strategies Private / alternative investments Annuities
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Coy B

Series 65

California, MD

Innovative Wealth Building LLC

Coy Baldwin is a financial advisor at Innovative Wealth Building LLC with three years of industry experience. He holds a Series 65 designation and previously worked for Cintas Corp. for 19 years. In addition to his advisory role, he is an independent licensed insurance agent and occasionally offers insurance products to clients. Innovative Wealth Building LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Options & derivatives strategies Private / alternative investments Annuities
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Warren B

Series 63, Series 65

California, MD

Innovative Wealth Building LLC

Warren Brooks is a financial advisor with Innovative Wealth Building LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at First Command Financial Planning, Inc. for over two decades before joining Innovative Wealth Building in 2021. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. Innovative Wealth Building LLC is a team-based registered investment adviser managing approximately $657 million in discretionary assets. The firm provides portfolio management, financial planning, and consulting services to individuals, high-net-worth individuals, and charitable organizations, employing long-term investment strategies based on fundamental analysis and modern portfolio theory.

Options & derivatives strategies Private / alternative investments Annuities
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