CONCIERGE CAPITAL MANAGEMENT - Key Persons
Elena has been working in financial services for over past 30 years. Initially, she got her start in banking but eventually made the transition to retail financial advice in 2006. Elena's main responsibilities of the office are creating a smooth onboarding process, organizing all the necessary paperwork and assisting with any emergency customer service issues that may arise. When she is not at the office, Elena spends her free time with her husband Michael and enjoys baking themed-cakes for special events.
Job Titles:
- Executive Assistant to Rick Hawes
Jennifer's experience includes 10 years of business support services, across various industries. In our Jacksonville office, Mrs. Stone serves as the director of first impressions as well as assists with clerical tasks as they arise. When Jennifer is out of the office, she likes to spend time with her husband Bryan and their three teenage sons hiking, biking and fishing.
Kevin brings more than 25 years of industry experience, with expertise in building and overseeing investment distribution platforms. Most recently, Mr. Hart was EVP and CMO of Oceanview Life and Annuity company. at Security Benefit,...
Kevin brings more than 35 years of industry experience, with expertise in building and overseeing investment distribution platforms. Most recently, Mr. Hart was the Executive Vice President and Chief Marketing Officer of Oceanview Life and Annuity company. Prior to this role, Mr. Hart led other firms such as Lightstone Capital Markets, Incapital, Security Benefit Life & Sun Life Financial Distributors, where he was responsible for distribution strategies. At Concierge Capital Management, his comprehensive knowledge will be focused on insurance products and alternative investments.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Hi, I am Pat and I own this financial services firm.
Since 2008, I have worked in the financial services industry but made the switch from the corporate world to business owner at the end of 2017 and created Concierge Capital Management, LLC. by purchasing a retiring advisor's practice out of Boca Raton. My vision for the company is to focus on the WHOLE PICTURE for our clients. Wealth Accumulation, Wealth Protection & Wealth Distribution for families that have amassed $500,000 in retirement savings. These people have handled the basics and now can benefit from customized strategies to get them to the financial finish line with options in hand. Financial Planning/Retirement Planning is the foundation of all relationships. The plan will create the roadmap on how we make financial decisions around risk moving forward. Our Concierge customer service model is one that is focused on communicating proactively through Video Communication, Email and Mobile Apps. for families that prefer to operate on their phones/computers. Schedule a call through our Homepage for a complimentary, no-commitment consultation.
Prior to 2018, I worked as an outsider wholesaler for four different money management/insurance firms in different parts of the country. I started with MetLife Investors in California, then SunLife Financial in Seattle, then Realty Capital Securities in Charlotte and last, Lightstone Group in Fort Lauderdale. My job entailed meeting with advisors to discuss my specific investment product.
For my education, I received my BA in Broadcast Journalism from Penn State University (2008) and my Certified Financial Planner designation from the University of Miami (2019). In 2023, I obtained my Certified Divorce Financial Analyst designation. Additionally, I hold a series 7, series 63, series 65, Life, Health and Long-Term Care license.
For my personal life, I am married to my wife Lindsay who is a real estate agent. We live in Nocatee, FL with two kids: our daughter is 5 and our son is 2.
Rick is firm in his belief that offering clients straightforward financial and investment recommendations are paramount to his business philosophy. To best serve his clients, Rick possesses advanced training in financial planning and wealth management through the Certified Wealth Strategist® (CWS®) certification. He also holds multiple securities registrations including the Series 7, 9, 10, 24, 63 and 66, as well as annuity and life insurance licenses. Rick is a member of the Southeast Volusia Chamber of Commerce and focuses on local economic development, a Score Mentor and served as a board member for the University of Central Florida Business Incubator.