Member
Chief Compliance Officer
Investment Advisor Representative
BSc (Hons) ACSI RICP®
Investment Advisor Representative
RICP® Chartered MSCI
Investment Advisor representative
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Investment Advisor Representative
Member
Chief Compliance Officer
Investment Advisor Representative
Dawn has been in the financial services industry for over 20 years. She has worked in many facets of the securities industry including a retail financial planning office, broker/dealer, investment adviser and has owned her own business. The various experiences she believes has given her a well-rounded career and diverse experiences. She holds Series 7, 24, 63 and 65 securities licenses, is a licensed agent to advise on life insurance solutions through Amerity Financial, LLC. and has completed the study programs for the CFP designation. Additionally, she has a paralegal diploma and a B.S. in Business Administration graduating Magna Cum Laude.
She is a Senior Member with the Civil Air Patrol and active in her church. She understands the importance of safety and security when it comes to retirement and looks forward to being able to educate you, answer your questions and address your concerns.
Nathan has been in the financial services industry for 25 years. After graduating University in the UK, he has worked in Malaysia, Germany, Switzerland building and managing teams of advisors for Wealth Management companies. Now firmly settled in the US, Nathan is focusing on helping Amerity Wealth Management build and grow its business in holistic advice for clients across the US. He holds a Series 65 investment advisory representative licensed and has attained the Retirement Income Certified Professional (RICP) designation. He is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC and has several more qualifications in the UK focusing on pensions and management of client assets.
Nathan is engaged to Vanessa and together they manage their growing four-legged family of 3 dogs, 2 cats and 2 horses. When he has spare time Nathan plays Golf, Skis and is a keen NFL fan despite being a Brit who is supposed to prefer soccer.
Simon has worked in the financial services industry for 30 years. He spent over 20 years in the investment banking industry, based in London and Dubai. During that time, he headed regional Debt Capital Market teams for such global institutions as HSBC, Credit Agricole and BNP Paribas.
Around 10 years ago he changed career to the Financial Advisory industry and has enjoyed the diversity of clients and situations that this job brings. He focuses on providing a holistic advisory service, so that clients can have access to the widest range of solutions. He attained his US Series 65 investment adviser representative license to advise US nationals while in Dubai, and initially looked after Americans in the Arabian Gulf region, before eventually relocating to the US.
In addition to the Series 65, he has attained the Retirement Income Certified Professional (RICP) designation. He is a licensed agent to advise on life insurance solutions through Amerity Financial LLC. In addition, he is a Chartered Member of the Chartered Institute for Securities and Investments (UK) and is an Associate Member of the Chartered Insurance Institute (UK).
Simon holds an MA from the University of Oxford and a Postgraduate Diploma from the London School of Economics.
Timothy is a licensed Investment Advisor Representative who works with a diverse array of clients across multiple jurisdictions, being himself a European resident and an Investment Advisory representative in the United States.
Key areas of financial advisory services that he specializes in include investments, retirement planning, risk management. As such he has a well-rounded understanding of different areas of financial planning and designing solutions to help clients towards reaching their needs and objectives.
To stay at the forefront of the ever-changing financial landscape, he continues to invest time and effort in professional development. He is an active member of the CFA institute in Portugal and is currently working toward passing the CFA program. Additionally, he actively engages in seminars, workshops, and conferences, ensuring that he stays updated on the latest trends and best practices.
Timothy lives permanently in Portugal with his wife having moved there in 2021. In his spare time, he enjoys staying active, learning Portuguese, and enjoying the warmer climate in one of Europe’s most attractive destinations.
With over two decades of financial services experience, Gil is a seasoned professional who in the past has managed over $500 million in assets under management during his time at Merrill Lynch. Holding a diverse range of licenses, including Series 7, 63, 65, 2-15 Life, Health, and Annuities, and 2-20 Property and Casualty Insurance, He is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC. Gil is deeply committed to his clients' financial well-being and aiming to create a brighter future for generations to come.
Gil understands the importance of balance in life and has been happily married for 15 years and a proud father of two, his family being the driving force behind his dedication to securing their financial future.
In his spare time Gil is not just an advisory representative but also a competitive golfer with a zero handicap. He enjoys bonding with clients on the golf course, were business and leisure blend seamlessly. South Florida has been Gil's home for the past two decades, providing him with ample opportunities for golf, boating, snorkeling, and enjoying the beautiful Florida outdoors, he's also an accomplished musician, playing the piano and guitar.
With over a decade in financial services, Lance has observed the profound impact of proactive retirement planning along with the adverse outcomes that procrastination can bring to this pivotal endeavor. He draws a parallel, noting, "Just like being proactive with the maintenance of a fighter jet, or a car, being proactive in retirement planning can identify problems before they arise and help to increase the effectiveness of your plan." Lance also notes that, “Having issues arise mid-flight, or in retirement, due to something that should have been addressed prior could be something you just can’t afford.”
Lance holds the Series 65 investment advisory representative license, also holds licenses in life, health, and annuities. He is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC. Prior to joining Amerity, he played a significant role in aiding Fortune 500 employees during their retirement transition with a San Diego-based firm. Responsibilities included conducting nationwide seminars in cities like Houston, New York, San Francisco, and Los Angeles, along with hosting weekly nationwide conference calls.
As a U.S. Air Force veteran who served during Operation Iraqi Freedom as a "crew chief" on the F-15C Eagle, Lance sees retirement planning as essential for a smooth descent into the golden years, emphasizing the need for strategic calculations and foresight to minimize turbulence. We at Amerity Wealth Management thank you for your service.
On a personal note, Lance, happily married with two children and a dog, finds pleasure in supporting his son’s baseball, reading, attempting to master grilling, and spending time on or near the water.
Josh has spent his entire professional career in the financial services industry. He is a firm believer that Investing, and wealth management should not be about products or sales pitches. Rather, it should be a lifestyle that your advisor and you are committed to.
The commitment Josh has made to his industry has helped him understand the pros and cons of any investment and his experience has given him the ability to translate the sometimes-confusing language of investing and finance into a system that clients can understand.
Josh holds the Series 65 investment advisor representative license. He also holds licenses in life and health insurance and variable annuities and is a licensed agent to advise on life insurance solutions through Amerity Financial, LLC.
Brian has more than 30 years of experience in benefits, finance, and financial services. Brian helps clients with retirement income, putting together custom strategies that take into account the individual client’s needs and subsequently monitoring the strategy through the years to ensure it is helping his clients work toward their long-term goals.
Brian holds Series 63 and 65 securities licenses. He also holds licenses in life and health insurance and variable annuities and is a licensed agent to advise on life and health insurance solutions through Amerity Financial, LLC. He holds a bachelor’s degree from the University of Florida.
Brian has experienced some of the best times in the market and also some of the worst, such as 1987 [when the S&P dropped 20 percent in a single day], the dotcom bubble and the 2008 financial crisis. Having been through these occurrences helps Brian educate people about risk and volatility — and how to deal with it.
Brian has deep roots in Polk County having lived in Florida his whole life. He is a member of the Heartland Church and has been married to his wife, Lisa, for 38 years and with three grown children, and a grandson, Landon. Some of Brians hobbies include golf and weight training.
