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Meet Your Team

 

 

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Michael J. Sievert, CFP®

mjsievert@exclusiveadvisors.com

  

Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 24 years of financial planning experience.  He is the President and Founder of EXCLUSIVEADVISORS®.  Mike has lived in Jacksonville, FL for over 45 years.  He has been married to his wife Kim for 20 years and they have two boys, Alan (15) and Eric (17) who are both students at the Episcopal School of Jacksonville.  He is a graduate of The Bolles School ('85) and received his Bachelor of Science from the College of Business at Jacksonville University ('90).  He successfully completed the CFP® Professional Education Program through the College for Financial Planning ('97).  He received his CFP® certification in 1998 after successfully passing a rigorous two day, 10 hour comprehensive board examination administered by the CFP® Board of Standards. His clientele is comprised of high to ultra-high-net-worth individuals and/or owners of closely held corporations.  Mike is a member of the Financial Planning Association and Financial Services Institute.  He has published numerous financial articles in both the Journal of the Duval County Medical Society: Jacksonville Medicine and the Journal of the Florida Medical Association.  He has also been quoted numerous times in the Jacksonville Business Journal and the business section of the Florida Times Union.  Mike specializes in providing unique risk and wealth management solutions with an emphasis on diversifying traditional investment allocations with alternative investments such as private equity, private debt, private developed and undeveloped real estate.  

Stanley Lewandoski II, RFC®

stan@exclusiveadvisors.com

    

Stan Lewandoski brings over 16 years of financial planning experience to EXCLUSIVEADVISORS®.  He joined EXCLUSIVEADVISORS® as Vice President in January 2013.  He is a graduate of Western Maryland College with a degree in Business Adminstration with an emphasis on economics.  Stan was previously a case manager in the planning department with Lincoln Financial Advisors/Sagemark Consulting.  As a case manager, Stan collaborated with other advisors in the development and implementation of various financial planning strategies.  The majority of financial plans developed were for high-net-worth individuals.  Investment, retirement, insurance and estate tax minimization strategies were among the main areas of focus.  During his time in the Lincoln Financial Advisors/Sagemark Consulting planning department, Stan obtained his Registered Financial Consultant designation (RFC®).  This designation is awarded to advisors who meet high standards of education, experience and integrity.

With a desire to have greater interaction while helping clients achieve their financial goals, Stan began his own advisory practice in 2004 as an independent investment advisor representative with Lincoln Financial Advisors/Sagemark Consulting.  Since that time he has grown his practice while working closely with successful business owners, executives and families.  Over the years Stan has been able to help clients meet their objectives through the implementation of both traditional and alternative investment strategies.

Stan has been married to his wife Katie for 10 years, they have two young children (Molly & Max) and live in Jacksonville Beach.  In his spare time Stan enjoys fishing and playing golf.  He is an active committee member of Gator Bowl Sports (formerly the Gator Bowl Association) and serves as a mentor at the McDaniel College's Center for Experience and Opportunity.

 

Dale C. Farmer

dfarmer@exclusiveadvisors.com

Dale Farmer is a financial advisor with over 36 years of investment experience.  He joined EXCLUSIVEADVISORS® in January 2014.  He has a Bachelor of Arts degree in Economics from the University of Delaware.  Dale has experience in advising his clients through both prosperous and difficult business cycles.  When meeting with prospects and clients, Dale likes to design and implement investment plans that help enable clients to meet their investment goals.  Dale has lived in Jacksonville for over 33 years and spends most of his spare time involved with family, church, and collegiate and professional sports.  He holds a Series 7, 63, and 65 securities registration as well as a State of Florida insurance license to help his clients with annuities and life insurance products.  

 

Visit $ymbil, our exclusive online investment site for clients that don't meet our accredited investor minimums

David C. Atlee

david.atlee@exclusiveadvisors.com

David Atlee graduated from Auburn University in 2009 with a Bachelors of Science in Business Administration and Finance. David began his investment career as a registered representative with Fidelity Investments in their office at the St. Johns Town Center in Jacksonville, Florida.  While employed by Fidelity, he earned his Series 7, 63 and 65 securities licenses and actively advised clients regarding their financial and retirement savings goals.  After a year and a half, David transitioned to the institutional side of Deutsche Bank in the Listed Derivatives Client Services Division.  At Deutsche Bank, he served as a client service representative for 15 Hedge Funds and CTA's (Commodity Trading Advisors).  As the first point of contact at Deutsche Bank, he handled client issues and day-to-day trading activity. David joined EXCLUSIVEADVISORS® in August 2014.  

David has lived in Jacksonville for 29 years and just married to his wife Liss in May 2015.  David is involved with the Jacksonville community and is currently serving as a committee member of Gator Bowl Sports (formerly the Gator Bowl Association), JaxSports and Gator Bowl Sports Charities and volunteers his time during the annual TaxSlayer Bowl Game.

Jason C. Griggs, CRPC®

jgriggs@exclusiveadvisors.com

    

For over 12 years, Jason Griggs has specialized in advising business owners and high net worth individuals.  He joined EXCLUSIVEADVISORS® in January 2016.  He is a graduate of Indiana University with a degree in Business Adminstration.  Jason holds a Series 7, 63 and holds his life, health and variable annuity licenses.   He obtained the Certified Retirement Planning Counselor designation (CRPC®) after successfully completing a course of study encompassing pre and post retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.  This designation is considered one of the premier retirement planning credentials and is awarded to advisors who passed an examination to prove their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

Jason continues to follow his passion of understanding the distinctive needs of his clients and designing customized long-term plans to help each client achieve their unique goals.  His experience in guding clients through the challanges of several market cycles afforded him valuable professional experience which sharpened his ability to identify opportunities and manage risk.  Always going the extra distance for clients are among the personal touches he contends fuels growth for everyone.

Jason has lived in Jacksonville for 12 years and has been married to his wife Carrie for 10 years.  They have two young children (Anna & Jacob) and live in Jacksonville Beach.  Jason holds leadership positions in the Rotary Club of Ponte Vedra Beach, Beach Church and professional associations.

 

 


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