David Vaughan Investments
Categories
Investment Management
- 399 Carolina Avenue Suite 110 Winter Park FL 32789-3150
- (407) 622-5133
- (407) 622-5135
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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
David Vaughan Investments (DVI) is an independent, employee-owned registered investment advisor providing customized portfolio management and wealth planning to individuals, families, businesses and nonprofits in Winter Park and across Central Florida. DVI focuses on disciplined, research-driven investing and long-term relationships built on trust, transparency and fiduciary care.
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
Jade Laverdiere
Assistant Relationship Manager
- Phone: (407) 622-5133
- Fax: (407) 622-5135
- Send an Email
