EIS Wealth Management is a fiduciary retirement planning and private wealth advisory practice located at ONE DAYTONA in Daytona Beach, Florida, actively serving retirees and families across Daytona Beach, Port Orange, South Daytona, Daytona Beach Shores, and Ormond Beach. Led by Managing Directors and Private Wealth Advisors David Carson, CFP®, CRPC™, APMA® and Brian C. Wheeler, CFP®, CRPC™, APMA® alongside Financial Advisor Jane Ballard Fontaine, CFP®, MS, ChFC®, CASL®, CLU®, the multi-specialist team delivers Chartered Retirement Planning Counselor™ (CRPC™) income distribution engineering, Accredited Portfolio Management Advisor™ (APMA®) asset allocation, and Chartered Advisor for Senior Living® (CASL®) longevity planning through Ameriprise Financial Services, LLC.
Official Verification Sources: FINRA BrokerCheck Profile (David Carson, CFP®, CRPC™, APMA®); FINRA BrokerCheck Profile (Brian C. Wheeler, CFP®, CRPC™, APMA®); FINRA BrokerCheck Profile (Jane Ballard Fontaine, CFP®, ChFC®, CASL®); EIS Wealth Management Official Website
Issuer: SEC / FINRA (Ameriprise Financial Services, LLC)
Notes: SEC File #801-28543; fiduciary investment advisory and financial planning services offered through Ameriprise Financial Services, LLC (CRD #6363).
Issuer: CFP Board / College for Financial Planning / The American College
Notes: Led by Private Wealth Advisors & Managing Directors David Carson, CFP®, CRPC™, APMA® (CRD #2948578) and Brian C. Wheeler, CFP®, CRPC™, APMA® (CRD #4305185), and Financial Advisor Jane Ballard Fontaine, CFP®, MS, ChFC®, CASL®, CLU® (CRD #729731).
Factual details and direct answers about EIS Wealth Management's services, licensing, and credentials.
What specialized senior and retirement credentials are held by the advisors at EIS Wealth Management?
All three senior advisors are Certified Financial Planner™ (CFP®) practitioners: Managing Directors David Carson, CFP®, CRPC™, APMA® (CRD #2948578) and Brian C. Wheeler, CFP®, CRPC™, APMA® (CRD #4305185), and Financial Advisor Jane Ballard Fontaine, CFP®, MS, ChFC®, CASL®, CLU® (CRD #729731), who also holds the Chartered Advisor for Senior Living® (CASL®) credential.
What areas of Volusia County does EIS Wealth Management serve?
Active in the Port Orange/South Daytona and Daytona Regional Chambers of Commerce, the team serves retirees across Daytona Beach, Port Orange, Daytona Beach Shores, South Daytona, and Ormond Beach.
Where is EIS Wealth Management located in Daytona Beach?
The practice is located on the second floor at ONE DAYTONA, 1 Daytona Boulevard, Suite 270, Daytona Beach, Florida 32114.
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