David Vaughan Investments
Categories
Investment Management
- 399 Carolina Avenue Suite 110 Winter Park FL 32789-3150
- (407) 622-5133
- (407) 622-5135
- Send Email
- Visit Website
Hours:
Monday–Friday: 8:30 a.m.–5:00 p.m.; Evenings by appointment.
Driving Directions:
Located in Winter Park near downtown and convenient to Orlando; detailed directions and parking information provided with appointment confirmation.
About Us
Since 1977, DVI has provided asset management services and wealth management solutions to high-net-worth individuals and institutional investors. DVI employs a “Quiet Quality” approach to investment management. DVI Associates are people of integrity, acting in their clients’ best interests and helping them plan for the future, protect what they’ve worked so hard to attain, and prosper today and for generations to come.
Highlights
- Independent wealth management for Winter Park businesses and families
- Customized investment strategies focused on preservation and growth
- Fiduciary guidance for retirement plans, endowments and foundations
- Serving Central Florida with a collaborative, multi-discipline advisory team
- More than 45 years of quiet-quality service to clients in IL and FL
Rep/Contact Info
Ryan Sewell
Managing Director & Sr. Relationship Manager
