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Eve S
Series 66
Gainesville, FL
Merrill
Eve Stairs is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2004. With a career in the financial industry that began in 1996, Eve applies a consultative approach that starts by understanding her clients' goals through in-depth conversations. Her focus areas include managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. She prioritizes building trusted relationships and helping clients make informed, objective decisions about their financial futures. Eve holds a bachelor’s degree in Marketing from the University of North Carolina in Wilmington. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She was recognized in 2023 as a member of The Tilghman Fowler Lawhead Group on the Forbes "Best-in-State Wealth Management Teams" list. Residing in Fayetteville with her husband and two sons, Eve is an active member of her community, involved with the Center for Economic Empowerment & Development (CEED). Outside of work, she enjoys reading, traveling, and spending time with her family and friends.
Ashley W
Series 63, Series 66
Gainsville, FL
UBS Financial Services
Ashley Waddington Hartley is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2015. Hartley serves on the Board of Directors for Ronald McDonald House Charities of North Central Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment solutions.
Sarah W
Series 66
Gainesville, FL
UBS Financial Services
Sarah Wester is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Outside of her advisory role, she is involved in audiobook narration and production through an online platform, and she operates a cleaning business. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including portfolio management and financial planning. The firm leverages proprietary research and institutional trading capabilities to tailor investment strategies and offers a broad range of capital markets services.
Stephen W
CFP®, Series 66
Gainesville, FL
Edward Jones
Stephen Walker II is a CFP® certificant and financial advisor with Edward Jones in Gainesville, FL, with four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. He is also Vice President of Communications for 100 Black Men of Greater Gainesville FL Inc, where he helps communicate the organization’s programs and initiatives to members and the community. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Evest M
Series 63, Series 66
Gainesville, FL
Wells Fargo Clearing
Evest Mcquaig is a financial advisor with Wells Fargo Clearing in Gainesville, FL, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Wells Fargo Clearing, Mcquaig worked at several organizations including the Florida Department of Environmental Protection and the Florida Department of Revenue. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 financial advisors and assets under management of approximately $671 billion.
William M
PFS™, Series 65
Gainesville, FL
McDavid & Company Wealth Management Services
William McDavid is a financial advisor with McDavid & Company Wealth Management Services in Gainesville, FL. He holds the PFS™ and Series 65 credentials and has 22 years of industry experience. He is also the managing shareholder of a CPA firm, McDavid & Co., PA, which he has been involved with since 1983. McDavid & Company Wealth Management Services operates as an independent firm serving clients with personalized wealth management solutions.
Michael T
Series 63, Series 65
Gainesville, FL
Strategic Asset Planning
Michael Turner is a financial advisor at Strategic Asset Planning in Gainesville, Florida, with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked as a CPA since 2015. Outside of advising, he is involved in insurance sales, financial planning, and tax preparation. Strategic Asset Planning is an independent firm serving clients with personalized financial services.
Taylor W
Series 65
Gainesville, FL
Revision Wealth Management LLC
Taylor Wood is a financial advisor with Revision Wealth Management LLC in Gainesville, FL. He holds a Series 65 designation and has one year of experience in the financial industry. Prior to entering financial services, Wood worked in aerospace and defense sectors, including positions at Lockheed Martin, FlightStar, and Airbus. Revision Wealth Management LLC is a supported firm with a single advisor.
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