Camarda Wealth Advisory Group

Thomas Razzano is a financial advisor with Camarda Wealth Advisory Group, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has worked at Camarda Wealth Advisory Group since 2014 and has prior experience with Merrill and Charles Schwab. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios that include various asset classes and employs specialized programs such as a “Legacy Stock Watch” and options overlays, alongside offering AI-supported research and planning services.

Karle Simmons is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. Holding Series 63 and Series 65 licenses, Simmons has prior experience working with TaxMaster and spent 16 years at Tax Defense Network. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and offers features such as AI-supported research, affiliated tax and educational services, and both full-service and streamlined planning options.

Anna Wunderlich is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Camarda Wealth Advisory Group, where she has been since 2024, and previously worked at Merrill and Bank of America. Prior to her financial services career, she was involved with Study Edge and the University of Florida. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services such as options overlays and a “Legacy Stock Watch” program, along with operational features including AI-supported research and a range of planning service tiers.

Niklas Brusen is a financial advisor with Camarda Wealth Advisory Group in Fleming Island, FL. He holds the Series 65 designation and has one year of industry experience. Prior to entering the financial field, he worked at Subway for four years. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios and offers specialized services including a “Legacy Stock Watch” program and options overlays, along with AI-supported research and administrative functions.

Jeffrey Camarda is a financial advisor at Camarda Wealth Advisory Group in Fleming Island, FL, holding a Series 65 designation with five years at the firm and twelve years of industry experience including time as a student. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individual clients, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios incorporating a range of asset types and specialized handling for legacy holdings, and it offers both comprehensive and streamlined planning services.

Monty Mccurley is a financial advisor at Camarda Wealth Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Quartz Partners and Foundations Investment Advisors. Outside of his advisory role, he owns and operates High Point Financial Group, offering annuities and various insurance products. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and offers specialized services such as legacy stock management and options strategies, supported by AI tools and affiliated tax and educational services.

Forrest Knopps is a financial advisor at Camarda Wealth Advisory Group with two years of industry experience. He previously worked at Fisher Investments for five years and has held other roles in the financial sector. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to a diverse client base including individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and offers specialized programs such as a “Legacy Stock Watch” along with the use of AI tools to support research and administration.

Robert Strange is a Series 65-credentialed advisor with one year of experience, currently with Camarda Wealth Advisory Group. He previously worked at Government Personnel Mutual and Kemper Insurance Company. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses a variety of model portfolios and investment strategies, incorporates AI tools for research and administration, and offers multiple service tiers including a streamlined planning option.

Corey Oliver is a financial advisor at Camarda Wealth Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and Nassau County Schools prior to joining his current firm. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm utilizes proprietary and sourced model portfolios and incorporates strategies such as options overlays and a “Legacy Stock Watch” program, supporting a range of client needs with both full-service and streamlined planning options.

Kimberly Camarda is a financial advisor at Camarda Wealth Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Camarda Brothers Financial since 1999. Outside of her advisory role, she manages a real estate business focused on rental property management and bookkeeping. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm employs proprietary and sourced model portfolios and offers specialized services such as legacy stock management and options overlays.

Ljubisa Vrcelj is a CFP® professional with Series 65 and Series 66 licenses and three years of industry experience. He has worked at Camarda Wealth Advisory Group since 2022, following positions at Bank of Montreal and IG Wealth Management. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios across various asset classes and offers specialized programs such as a “Legacy Stock Watch” and options overlays, along with both comprehensive and streamlined planning services.

Jeffrey Camarda is a CFA® charterholder with 40 years of industry experience. He is affiliated with Camarda Wealth Advisory Group and has worked at Camarda Brothers Financial since 1998. He is the founder and instructor of the Family Wealth Education Institute, an educational company that provides wealth education content to both consumers and advisors, and holds an ownership interest in TaxMaster.US, LLC, a consulting firm offering estate planning and tax services. Camarda Wealth Advisory Group provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, business entities, and plan sponsors. The firm uses proprietary and sourced model portfolios that include equities, fixed income, mutual funds, ETFs, and options, and maintains specialized programs such as a “Legacy Stock Watch” to handle unique client holdings.