<< BACK TO TEAM PAGE
Ginny Schlosser
Investment Adviser Representative
OFFICE: 904.302.0950

MOBILE: 904.302.0950


SERVICE AREA:
Florida
OFFICE LOCATION
Jacksonville Beach, FL


HOURS
Monday and Wednesday 9:00am-4:00pm
(evening and weekend appointments available)
Once you are a client you will have my cell phone and be able to access me anytime during normal waking hours (EST)
CONNECT WITH ME:
Areas of Focus
  • 401(k) Professional Management of your money within your employer's 401(k) plan - click here to explore
  • 401(k) Rollovers and Consolidations of previous plans
  • Retirement Income
  • Financial Advice and Planning focused on career-oriented professionals
  • Financial Education focused on younger adults and lower income households
Interests & Community Participation
  • Volunteer pianist at Mayo Clinic
  • Marquee Level supporter of the historic Florida Theatre in downtown Jacksonville
  • Leadership Level supporter of the United Way of Northeast Florida
Experience
  • Human Capital Strategist for a $10 Billion regional bank (2 years)
  • Division Director at a $5 Billion international Human Resource Consulting firm (5 years)
  • Divisional CFO for a Fortune 100 company (20+ year career there)
Education
  • MBA, University of North Florida
  • Passed the NASAA Series 65 exam, licensed in Florida
  • Passed the Florida Health, Life, and Annuity Insurance exam, licensed in Florida
  • Certified Compensation Professional

 

Royal Fund Management Office
MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure

REQUEST CONTACT

Yes, I would like Ginny Schlosser to contact me.

*All Fields Required

We respect your privacy. By submitting the information above, you consent to Royal Fund Management using the information you provide only to communicate with you and to provide information about our services.

By meeting, you're under no obligation to purchase products and services from Royal Fund Management, LLC.