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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 professional women of all ages
  • Financial Education focused on young adults and disadvantaged groups of people
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 at Ameris Bank
  • Division Director Robert Half Management Resources
  • SVP, CFO of Corporate Properties Group at Wells Fargo/Wachovia/First Union
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
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