Jacksonville, FL Office

Giovanni Troiano is an advisor at W&S Brokerage Services, Inc. with Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes positions at Western & Southern Life, UPS, and various other companies across multiple sectors. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers the W&S Wealth Solutions wrap fee asset-allocation program, utilizing a model-driven, discretionary allocation process with affiliated sub-adviser Fort Washington Investment Advisors, serving individuals, trusts, retirement plans, and other entities.

Stephen Richard is a Series 65-credentialed financial advisor with W&S Brokerage Services, Inc. in Jacksonville, FL, where he has worked since 2021. He has four years of industry experience, including prior roles at Western Southern Life and experience in education and staffing. He also works as a full-time sales agent for Western and Southern Life. W&S Brokerage Services, Inc. operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer. The firm manages a model-based, discretionary wrap-fee asset allocation program serving institutional and individual clients, including retirement and benefit plan accounts, with an investment approach that combines quantitative and qualitative due diligence and includes tax-sensitive features.