Palm Coast, FL Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

3

Of 2,786 advisors across 1,207 offices

Location

4 Concorde Lane, Suite 1

Palm Coast FL 32137

Advisors at this office

3

Advisors at this office

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Melanie L

Series 66

Palm Coast, FL

Commonwealth Financial Network

Melanie Leon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and one year of industry experience. Before joining Commonwealth, she worked at Innovative Financial Solutions and has experience in customer-facing roles across various industries, including food service and retail. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support. The firm offers a range of investment solutions, including discretionary model portfolios and personalized indexing, while serving both retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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David M

CFP®, Series 66

Palm Coast, FL

Commonwealth Financial Network

David Moon is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network in St. Augustine, FL. He has worked at Commonwealth since 2012 and is also associated with Innovative Financial Solutions. Outside of advisory work, he provides tax preparation services through Gregs & Reid CPA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources, enabling advisors to deliver personalized portfolio solutions under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Mark K

ChFC®, Series 63, Series 65

Palm Coast, FL

Commonwealth Financial Network

Mark Kraus is a financial advisor with Commonwealth Financial Network in Neptune Beach, FL. He holds the ChFC® designation and has 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Innovative Financial Solutions, and MSI Financial Services. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support while enabling advisors to offer customized portfolios and discretionary model solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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