Ponte Vedra Beach, FL Sawgrass Corners Drive Office

Joseph Mc Kinley is a Series 66-licensed financial advisor with five years of industry experience, currently practicing at Arete Wealth Advisors, LLC. His prior roles include work at Anchored Wealth Advisors and Freeman Companies. Outside of advisory work, he serves as director and lead sales agent for life insurance and annuity products at PV Insurances LLC. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm manages assets primarily on a discretionary basis, employing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels into its service offerings.

Daniel Southworth is a financial advisor with Arete Wealth Advisors, LLC and holds the Series 66 designation. He has 14 years of industry experience and has worked with firms including Summit Financial Group and CETERA Advisor Networks LLC. Outside of his advisory role, he serves as a youth pastor at Atlantic Beach Assembly of God. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension plans, trusts, charitable organizations, and business entities. The firm primarily manages assets on a discretionary basis using a combination of advisor-driven and proprietary model allocations, along with third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Benjamin Weber is an advisor with Arete Wealth Advisors, LLC holding a Series 66 designation. He has prior experience at Anchored Wealth Advisors, Anduril Industries, and served in the US Navy for 14 years. He is based in Ponte Vedra Beach, FL. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary portfolio management and proprietary model allocations, and integrates affiliated financial businesses and product channels in its service offerings.