David Vigil CFP,® CIMA®

Managing Director, Private Wealth Advisor

(904) 327-8000

David works with a wide array of successful families, business owners and corporate executives investing and managing money working with client individually to ensure he understands their current situation, personal feelings, family...

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Tesh Upadhyaya

Director of Client Relations

(904) 447-0700

Tesh grew up in London, England and moved to the United States of America fifteen years ago. Tesh earned his Bachelor’s degree in Finance from Valdosta State University in 2013. While in Valdosta, he began working for Morgan...

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Baylee Vigil, AWMA

Wealth Planner


Baylee was raised in Jacksonville, Florida and spent most my life there before she moved down to Miami. She attended and graduated college at Miami Dade College. In 2016, Baylee decided to move to Los Angeles, California for better...

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