About Us
Experience, expertise, and relationships—three things that bring our team together
The Leading Financial Advising Firm
Top-rated Financial Advising Firm
Trusted Leaders in Wealth Management and Financial Planning
HD Money is a trusted financial advising firm consisting of wealth management experts, including certified public accountants, tax attorneys, estate planners, investment advisors and strategists, and Certified Financial Planner™ professionals. Our years of experience have allowed us to utilize our expertise to help you manage your wealth.
Our company, formerly known as HD Money, has undergone a massive transition to serve you better. As we are now an independent financial advising firm, we maximize our resources to help you plan for your future. With HD Money, we will always be by your side, assisting you to your full financial best. Our commitment is always to you; your success is our success.
Mission
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Vision
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Services
At our firm, one core value drives us above all others: to make our clients our priority. Our clients are as unique as their situations. That’s why we tailor our services to their specific needs. There is no one-size-fits-all, cookie-cutter approach. Instead, we implement a careful, thorough approach to wealth management that takes one thing into account: the needs of our clients.
Retirement Planning
We will help identify sources of incoming in retirement, as well as work to estimate expenses and implement a savings and investment strategy. We’ll work diligently with you to determine your retirement income goals and the actions and decisions we believe necessary to pursue those goals.
Financial Planning
Long-term financial security doesn’t happen by chance. A well-designed financial plan is the key to a long, healthy financial life. We are adept at seeing the big picture of your finances, and then addressing the details that make the plan work – including those that are often overlooked.
Comprehensive Financial Planning
There’s more to life than just your investments. That’s why we provide in-depth analyses of all facets of your financial life so that we can help provide a comprehensive strategy for your financial needs.
Portfolio Management
Your portfolio should be as tailored as your wardrobe. Through concise and clear communication, we take the time to learn about your unique goals and needs. Our priority is to help you make informed decisions about the components of your portfolio, and the ongoing tax implications of your plan. Our approach uses a wealth of resources and weighs several factors, such as goals and time horizons, but has one clear objective: to create a stronger portfolio that suits your lifestyle.
Estate & Legacy Planning
We help develop a plan that focuses not only on financial strategies, but also on passing along your family history and values. We help you manage the tangible assets you will leave, as well as intangible assets, such as values and purpose. We orchestrate these strategies across family, wealth, business and philanthropic disciplines, so that you live for now but plan for tomorrow.
HD Money
Our Team
With many years in business, HD Money brings a wealth of experience and expertise to manage your wealth. That experience and expertise translate to an entire team working daily to manage your financial growth and protect your assets. At the same time, our white-glove service continues to create and nourish lifelong client relationships.
Margaret Hixon
President of HD Money. Her priority is to provide you with the ultimate in products, services, and concepts in financial & retirement planning.
Stuart Dickson
He's a fully licensed investment Advisor Representative and a Certified Fund Specialist. He also has extensive financial planning experience.
Phillip Dickson
He's a fully licensed investment Advisor Representative and works to develop portfolio options while also expanding the reach of the company into new markets.
Mark Kennedy
Mark has over 39 years of experience in financial services. He specializes in portfolio development and management in multiple investing and wealth management disciplines.
Gabe Kaufmann
As a fiduciary, Gabe uses a logical approach to ensuring that his clients have all the critical, must-know facts to make sound investment decisions.
Patrick Quigley
As a fiduciary, Patrick uses a logical approach to making sure that his clients have all of the critical, must-know facts in order to make sound investment decisions.
Sara Humphrey
Sara is responsible for keeping in touch with current and future clients of HD Money. She plans informational events on a variety of topics. Contact Sara to attend an event.
Liz Svirsky
Liz assists the processing department in preparing illustrations and submitting applications. Liz helps new clients with their onboarding to HD Money as new investors.
Kelley Caprario
Kelley is the St Pete client liaison, and she manages the St. Pete events for HD Money. Please contact Kelley regarding all things St Pete.
Lindsey Shamma
Lindsey helps to prepare, process, and complete client transactions at HD Money. If you're looking for updates regarding your business, Lindsey will happily be able to help.
Tonya Merwin
Tonya assists the processing department in preparing illustrations and submitting applications. Tonya helps new clients with their onboarding to HD Money as new investors.
Suzanne Gargulio
Sue takes a warm yet detailed approach in helping to keep the books for HD Money. She is an important part of the day - to - day organization for the company.
Diana North
As a dedicated and detail-oriented business professional, Diana brings over 20 years of experience in marketing, business strategy, and finance administration with corporations and hotels. Diana has a Bachelor’s degree in Business Administration and has received numerous certifications during her career. She specializes in budget and financial analysis and comes with broad knowledge in human resources.
Traci Sellers
Traci provides the clients with a warm & friendly greeting at the office. She fulfills HD Money’s client's needs by connecting them with an appropriate member of the team when they call. Traci also assists the Administrative Managers with many clerical duties.
Coal
Coal is our loyal and friendly mascot that will assist in welcoming you into the office with a very encouraging greeting!
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James Oliver
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Rosalee Melvin
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