Coquina Private Wealth Advisors

CLOSE RELATIONSHIPS sit at the core of our business

We see ourselves as the curators of your financial well-being. In other words, our experienced and friendly team is dedicated to delivering both specialized and individualized financial guidance that pursues your goals and your needs, and empowers you to follow the path you choose in life.

Behind every financial journey lies a team that truly cares.

Laura L. Amendola, CFP^®

Principal, Coquina Private Wealth Certified Financial Planner^™, Branch Manager, RJFS

Joseph “Chip” P. Williams Jr, CFP^®, ChFC^®, CLU^®

Principal, Coquina Private Wealth Branch Manager

Leah van Welie, AAMS™, FPQP^®

Director, Business Engagement, Coquina Private Wealth Operations Manager, RJFS

Barbara Wickman

Director, Business Development, Coquina Private Wealth Client Service Manager, RJFS

Shannon Sapp, CFP^®, CRPC^™, CPA

Financial Consultant

Office Manager - Sebring, Coquina Private Wealth Branch Professional, RJFS

Walter F. Mortimer

Financial Consultant

Insurance Manager, Coquina Private Wealth Branch Professional, RJFS

Richard “Rick” Trentman

Research Manager, Coquina Private Wealth Branch Professional, RJFS

Client Service Associate

Client Service Associate