Palm Coast, FL Florida Park Dr N Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

6

Of 22,716 advisors across 10,430 offices

Location

1 Florida Park Dr N Ste 105 B

Palm Coast FL 32137

Advisors at this office

6

Advisors at this office

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Diane W

Series 66

Palm Coast, FL

LPL Financial

Diane Whitt is a financial advisor at LPL Financial with 27 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2016. Prior to that, she was with VOYA Financial Advisors and has been associated with Alliance Financial Partners, Inc. since 2013. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Edward H

Series 66

Palm Coast, FL

LPL Financial

Edward Herrera is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2016, with prior experience at Voya Financial Advisors and Alliance Financial Partners. Outside of advising, he is a fitness instructor at Hammock Beach Resort and a substitute drummer at Parkview Church in Palm Coast, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

College savings (529s, UTMA, etc.)
user avatar

Kay S

Series 66

Palm Coast, FL

LPL Financial

Kay Smith is a financial advisor with LPL Financial in Palm Coast, FL, holding a Series 66 designation and 16 years of industry experience. She has been with LPL Financial since 2017, with brief periods of unemployment in between. Outside of her advisory work, she is involved in direct sales with Monat Global. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
user avatar

David F

Series 66

Palm Coast, FL

LPL Financial

David Fowler is a financial advisor with LPL Financial who holds the Series 66 designation and has 18 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with VOYA Financial Advisors. Fowler also maintains a role with Alliance Financial Partners Inc., which he has been associated with since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

College savings (529s, UTMA, etc.)
user avatar

Connor F

Series 66

Palm Coast, FL

LPL Financial

Connor Fiorenzo is a financial advisor with LPL Financial in Palm Coast, FL, holding a Series 66 credential and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Fidelity Investments and E*Trade Securities, among other roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a nationwide network of investment adviser representatives.

College savings (529s, UTMA, etc.)
user avatar

Jonathan C

Series 66

Palm Coast, FL

LPL Financial

Jonathan Convery is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been with LPL Financial in various capacities since 2017 and also owns Jonathan Convery LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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