Who we are

FINANCIAL ADVISOR, MANAGING DIRECTOR

Daniel Wolff brings over three decades of experience to his role as a Financial Advisor, with a primary focus on comprehensive investment, insurance, estate, and tax planning. His background in both corporate and investment banking gives him a well-rounded perspective that allows him to simplify complex financial decisions and create strategies that align with each clients’ short- and long-term goals. Daniel’s approach is personalized, with a focus on education, transparency, and proactive guidance, empowering clients to confidently pursue their financial goals with clarity and purpose.

Experience:

• Investment Financial Services, Inc., President, Investment Advisor Representative

Education/ Certifications:

• University of North Carolina - Chapel Hill, MBA, Finance
• University of Florida, BA, Finance
• Chartered Financial Analyst® charter holder

ASSOCIATE FINANCIAL ADVISOR

With over five years of experience in the wealth management industry, Margaret (Maggie) brings a client-centered approach to her role as an Associate Financial Advisor. In her role, she supports Financial Advisors, with a focus on delivering tailored financial plans, presenting investment strategies, and executing account actions to help clients achieve their financial goals.

Experience:

• Cary Street Partners, Client Service Associate

Education/ Certifications:

• James Madison University, BS, Economics
• Series 7, 63, and 66 certifications

SENIOR CLIENT SERVICE ASSOCIATE

Tina Ross brings over 20 years of experience in the financial services industry to her role as a Senior Client Service Associate. Tina provides comprehensive operational and administrative support to Financial Advisors to deliver exceptional client service. She oversees all aspects of client account maintenance, including opening new accounts, processing transfers, and maintaining accurate records across a variety of platforms. Tina also handles day-to-day office administration, client correspondence, and supports the overall efficiency of the team’s operations.

Experience:

• Investment Financial Services, Inc., Office Manager
• Progressive Employer Services, Office and Accounting Manager

Education/ Certifications:

• Manatee Community College, AA

SENIOR CLIENT SERVICE ASSOCIATE

Samantha Cummings serves as a Senior Client Service Associate, bringing over a decade of experience in helping clients achieve their financial goals. Known for her client-first approach, she takes pride in building long-term relationships grounded in trust, transparency, and results. In her role, she supports all areas of client service, from opening new accounts and facilitating fund transfers to maintaining accounts and ensuring smooth day-to-day operations. She also manages office administration and client correspondence, contributing to the overall efficiency of the team.

Experience:

• Investment Financial Services, Inc., Sales Assistant