Gryphon Wealth

Bhagwati Sangani is a financial advisor at Gryphon Wealth with 17 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2026 before joining Gryphon Wealth in 2026. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing for shorter-term trades based on client objectives and security fundamentals.

Joseph Kirby is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Gryphon Wealth. He previously worked at Wells Fargo Advisors for 12 years before transitioning to Gryphon Wealth in 2026. Kirby holds Series 63 and Series 65 licenses. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients and family offices. The firm employs fundamental analysis to tailor investment strategies, offering both discretionary and non-discretionary portfolio management across a range of asset types.

Grant Garretson is a financial advisor at Gryphon Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and SunTrust Advisory Services. He is also a notary public in Florida. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades aligned with client objectives, managing portfolios that may include a diverse range of asset classes.

Joyce Walker is a financial advisor at Gryphon Wealth with 13 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Gryphon Wealth, she worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 13 years. Outside of her advisory role, she is the treasurer of WEI Trucking, LLC, a business she co-owns with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades based on client objectives, managing a diverse range of asset types through both internal management and recommended external managers.

Alexander Bateh is a financial advisor at Gryphon Wealth in Jacksonville, FL, holding a Series 66 designation. He has recent experience at several firms, including Wells Fargo Advisors and MML Investors Services, LLC. His background also includes roles outside the financial industry, such as positions at the University of North Florida and U.S. Legal Services. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices and private foundations. The firm uses fundamental analysis to develop tailored investment strategies with a focus on long-term allocations, offering both discretionary and non-discretionary portfolio management.

Melissa Storch is a financial advisor at Gryphon Wealth with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advising, she performs bookkeeping for a dental practice. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor long-term investment strategies while allowing shorter-term trades to align with client objectives.

Alek Wyatt is a CFP® professional at Gryphon Wealth with five years of industry experience. He previously worked at Wells Fargo Advisors, RBC Capital Markets, and Equitable Advisors, and co-managed the Wyatt/Hyrne Private Wealth Management Group. Outside of advisory roles, he owned and operated All About Floors LLC for five years. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and entities such as family offices and trusts. The firm employs fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management alongside standalone financial planning.

Jeffrey Wyatt is a financial advisor with Gryphon Wealth in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at Wells Fargo Advisors from 2000 to 2026 before joining Gryphon Wealth in 2026. Gryphon Wealth serves individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm provides personalized financial planning and investment advisory services, employing a fundamental analysis approach with both discretionary and non-discretionary portfolio management strategies.

Shannon Castaneda is a financial advisor at Gryphon Wealth with nine years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she operates a photography business focused on equine subjects and co-owns an equine training and care business with her spouse. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, using fundamental analysis to tailor long-term investment strategies while accommodating shorter-term trades as needed. The firm manages over $3.2 billion in assets with a small advisory team and offers both discretionary and non-discretionary portfolio management across a broad range of asset classes.

Ana Abreu is a financial advisor at Gryphon Wealth with Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Wells Fargo Advisors and Fidelity Investments LLC. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm employs fundamental analysis to tailor investment strategies and manages portfolios using a mix of asset classes both directly and through recommended external managers.

Randal Trinidad Ambar is a financial advisor at Gryphon Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he teaches dance classes in Jacksonville Beach. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients, family offices, and private foundations. The firm utilizes fundamental analysis to tailor long-term investment strategies, offering both discretionary and non-discretionary portfolio management across a diverse range of asset classes.

Jason Hyrne is a CFP® with 27 years of industry experience. He is currently with Gryphon Wealth in Jacksonville, FL, having joined the firm in 2026. Prior to that, he held roles at Wells Fargo Advisors and its affiliates from 2009 through 2026. Outside of advisory work, he is a co-owner of Gryphon Wealth, LLC. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs fundamental analysis to tailor investment strategies that typically focus on long-term allocations while accommodating shorter-term trades when appropriate.

Giosefin Tonej is a financial advisor at Gryphon Wealth with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors, Nebula Energy, and Macquarie Group. Outside of finance, Tonej is involved in a family-owned residential construction business where he assists with client communications and project estimates. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high net worth clients and family offices. The firm employs fundamental analysis to tailor investment strategies, offering both discretionary and non-discretionary portfolio management across a range of asset types.

Shaunak Tripathi is a Series 65-licensed advisor at Gryphon Wealth with one year of industry experience. His prior roles include positions at Leaf Group of NY, the University of Rochester, Blink Digital, and AWS, as well as educational experience at Savitribai Phule Pune University and Podar International School. Gryphon Wealth provides personalized financial planning and investment advisory services to individuals, high net worth clients, and various entities, including family offices and private foundations. The firm employs fundamental analysis to tailor long-term investment strategies and offers discretionary and non-discretionary portfolio management alongside standalone financial planning.