CAREFULLY CURATED wealth management

At Coquina Private Wealth, we start with your life and plan your money around it. Our intentional goals-based planning enables us to align with your goals, needs and situation, while our well-structured process allows us to customize a financial plan that fits your life. All while our upscale boutique style of wealth management provides you with the personal attention and quality client experience you truly deserve.

Thoughtful and comprehensive ADVICE AND PLANNING

With more than a century of combined financial industry experience, our team is well positioned to address and resolve complexities that often accompany wealth. Working in coordination with our clients’ tax, legal and insurance professionals, we cover every detail and bring cohesion to the big picture of your financial life.

Behind every financial journey lies a team that truly cares.

Laura Amendola
Laura L. Amendola, CFP®
Principal, Coquina Private Wealth Certified Financial Planner™, Branch Manager, RJFS
placeholder
Joseph “Chip” P. Williams Jr, CFP®, ChFC®, CLU®
Principal, Coquina Private Wealth Branch Manager
Leah Van Welie
Leah van Welie, AAMS™, FPQP®
Director, Business Engagement, Coquina Private Wealth Operations Manager, RJFS
placeholder
Barbara Wickman
Director, Business Development, Coquina Private Wealth Client Service Manager, RJFS
Shannon Sapp
Shannon Sapp, CFP®, CRPC™, CPA
Financial Consultant
Julie Beard
Julie Beard
Office Manager - Sebring, Coquina Private Wealth Branch Professional, RJFS
Walter Mortimer
Walter F. Mortimer
Financial Consultant
Justin Miller
Justin Miller
Insurance Manager, Coquina Private Wealth Branch Professional, RJFS
Rick Trentman
Richard “Rick” Trentman
Research Manager, Coquina Private Wealth Branch Professional, RJFS
Jill Gibbon
Jill Gibbon
Client Service Associate
Amlen Masters
Amlen Masters
Client Service Associate
Caucasian male delivering a presentation

Tools and resources for MOVING FORWARD

We offer strategies and analytics to serve your investing needs, a road map to your future and a planned course of action to help you get there.
Middle aged couple hugging in the mountains

Services to address YOUR EVERY NEED

We are here to provide you with a full array of financial planning and investment management services essential to your success and all you aspire to achieve.
Caucasian female professional talking to young couple

A credentialed team of PROFESSIONALS

The numerous professional credentials our team members have earned have put them in a position to skillfully address each client’s specific needs and individual objectives.
What's in a name?
Coquina is a building stone that has been used for over 400 years. It’s about strength, stability and resiliency, all things you want in a comprehensive wealth plan – and the financial practice that creates it.

Building Legacies one life at a time

Coquina Private Wealth Advisors

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Coquina Private Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use