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OUR TEAM

MICHAEL J SIEVERT CFP®

MICHAEL J SIEVERT CFP®

President

MICHAEL J SIEVERT CFP®
Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial planning experience. He is the President and Founder of Exclusive Advisors. Mike has lived in Jacksonville, FL for over 53 years.

JASON C. GRIGGS, CRPC®

JASON C. GRIGGS, CRPC®

Certified Retirement Planning Counselor

For over 18 years, Jason Griggs has specialized in advising business owners and high-net worth individuals.  He is a graduate of Indiana University with a degree in Business Administration.

STANLEY LEWANDOSKI II, RFC®

STANLEY LEWANDOSKI II, RFC®

Case Manager

Stan Lewandoski brings over 20 years of financial planning experience to Exclusive Advisors. He is a graduate of Western Maryland College with a degree in Business Adminstration with an emphasis on economics.

ERIC M SIEVERT

ERIC M SIEVERT

Director of Business Development

Eric joined Exclusive Advisors LLC in September 2023 after transitioning over from Fidelity Investments where he was a high net worth associate for over two years.


DALE C. FARMER

DALE C. FARMER

Financial Advisor

Dale Farmer is a advisor with over 43 years of investment experience. He has a Bachelor of Arts degree in Economics from the University of Delaware.  



ALAN J SIEVERT

ALAN J SIEVERT

Director of Operations

Alan joined Exclusive Advisors LLC in September 2023 after graduating from the Jim Moran College of Entrepreneurship.



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*An accredited investor is an individual that has an annual income in excess of $200,000, or joint income with spouse in excess of $300,000 -or- An individual net worth (the fair market value of total assets, but excluding the value of the principal residence, minus liabilities), or joint net worth with spouse in excess of $1,000,000 -or- holds in good standing a Series 7, 65 or 82 license.

We are licensed in the following states.  If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you services at this time.  Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Massachusetts, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Vermont and Virginia.

Securities offered through Arkadios Capital Member FINRA/SIPC. Advisory Services offered through Arkadios Wealth.  Arkadios Capital and Arkadios Wealth are affiliated through common ownership.

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Copyright © 2020 Exclusive Advisors LLC. All rights reserved

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