Ocala Capital, LLC

John Moody is a financial advisor at Ocala Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ocala Capital since 2016. Prior to that, he was with Regulus Advisors, LLC and Regal Investment Advisors. Moody is also a licensed agent selling fixed life, annuity, and health insurance through Moody Financial Group, an activity he has been engaged in since 2010. Ocala Capital serves individual and high-net-worth clients, as well as estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis tailored to each client, and it also offers products including non-traded REITs with regular client reviews.

David Dicks is a financial advisor at Ocala Capital, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ocala Capital since 2018. In addition to his advisory role, he is involved in several family-related citrus businesses and serves as managing member or trustee in related entities. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities by providing personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis tailored to client-specific policies and includes a range of strategies such as non-traded REITs with regular client reviews.

Michael Milne is a financial advisor with Ocala Capital, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Ocala Capital since 2004. In addition to advisory services, Milne is also licensed to sell insurance products, spending a significant portion of his time on this activity. Ocala Capital serves individual and high-net-worth clients, estates, charities, and business entities, offering personalized financial planning, discretionary portfolio management, and qualified plan consulting. The firm’s investment approach combines fundamental and technical analysis with client-specific policy documentation and periodic reviews, and includes the use of non-traded REITs and other strategies.