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Team

Together we are stronger. We believe teamwork approach adds a broader perspective to all we do and provides increased benefits to our you.

We believe in working together with you to enhance the financial planning process. No one knows your dreams better than you.

Our experience and your vision, together we pursue your goals.

For individuals, we answer your questions including:

  • When can I retire?
  • Are my investments on track?
  • Should I engage in gifting?
  • How can I pursue an income for life?
  • What strategies will aid in the preservation of my assets?
  • What are the elements of a comprehensive estate strategy?
  • Do I have the right insurance?

Together we will determine strategies designed to seek to build the wealth you need to live the lifestyle you deserve.

  • Investing Strategies
  • Retirement Distribution Strategies
  • Insurance Planning & Risk Mitigation   
  • Estate Planning
  • Trust Services 

We specialize in creating strategies designed to manage custom goals and needs. 

No strategy assures success or protects against loss.


Robert R. Franskousky, CFP®, CDFA™, PPC™, AIF®, MBA

Managing Principal, Private Wealth

(561) 702-6564

(904) 899-4077

Robert.Franskousky@LPL.com

Robert R. Franskousky is a Managing Principal and LPL Wealth Advisor for the “Private Wealth” practice group. He has 30 years of wealth management and executive banking experience with prominent financial firms including,...

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David J. Vigil, CFP,® CIMA®

Managing Director, Private Wealth Advisor

(904) 327-8000

(904) 212-1198

David.Vigil@LPL.com

David works with a wider array successful families, business owners, corporate executives investing and managing money working with client individually to ensure he understands their current situation, personal feelings, family...

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James Franskousky, MBA

Wealth Advisor

(561)409-0678

(561)257-2666

James.Franskousky@LPL.com

James Franskousky has 18 years of wealth management and executive banking experience with prominent financial firms including, Bernstein Global Wealth Management, Bank of New York Mellon Corporation, and JPMorgan Private Bank....

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Stanton D. Schwartz

Wealth Advisor

561-702-6564

561-257-2666

Stanton.Schwartz@LPL.com

Stan began his career in 1980 as a Registered Representative (Financial Advisor) working with individual investors at several firms until the early 1900's. At that time, Stan founded Market Timing Services, a registered investment...

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