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MEET THE PROFESSIONALS WHO CAN HELP YOU

Pursue Your Goals

We guide individuals and families toward their ideal retirements.
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MEET THE TEAM

At Darwish Financial, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We strive to know and understand your financial situation and provide you with only the highest quality information, services and products to help you reach your goals.

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Jeffery M. Darwish, AIF®, CWS®

President and Founder / Independent Financial Planner

My career centers on serving both individual and business clients as their personal wealth manager. In 1994 I obtained my Bachelor of Science with a concentration in finance and psychology from the University of Michigan. Then, in 1996 I obtained my Master of Science degree from Nova Southeastern University.

I have been active in the financial services industry for over 22 years. My focus is on assisting clients in meeting their own financial and retirement objectives by utilizing a customized approach. I also have experience in other areas of financial planning, insurance, retirement and estate planning including legacy planning for both families and beneficiaries as well as 401k plans for companies large and small. My mission as an independent financial planner is to provide unbiased financial advice with unmatched personal service in order to offer an exemplary experience to my current and future clients.

I hold the designations of Accredited Investment Fiduciary® and Certified Wealth Strategist®. I also hold my FINRA Series 7, 63, 65 licenses in addition to my Florida Independent Life Insurance and Variable Products Insurance licenses.

I am involved as a coach to many of my three children’s sporting activities and I love to golf and play volleyball.

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Julonica Cooks
Executive Assistant
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Erin Fernandez
Administrative Assistant
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Fabriena Dorgan
Executive Assistant
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Robert Freeman
Client Services Manager

READY TO TAKE

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at 239.214.0090.