Our Team
Jim can advise clients on a wide range of financial matters including specific investment services, overall asset allocation and coordination, retirement planning, education funding, inter-generational financial planning, and life insurance. By using the right mix of investment recommendations to build their portfolio, Jim helps his clients bridge the gap between where they are now in their lives and where they ultimately want to be. He also believes education is the cornerstone for successful client relationships. The start of this relationship begins with Jim listening to his clients’ “life values” and he helps to explain ways in which they may achieve their desired goals. This plan becomes the “road map”. The long-term process includes one-on-one meetings, periodic portfolio reviews, workshops and seminars. He also helps clients plan financial equitable divorce settlements by assisting with investment valuations, spousal benefit analysis, and retirement income projections during the divorce process. Jim’s career began with Nissan Motor Corporation where he served as a Financial Field Consultant. A few years later he decided to obtain his Real Estate and Mortgage Broker’s licenses and subsequently worked for a mortgage broker and real estate developer while studying capital markets and world economics. After becoming a registered representative in the financial industry, he became a Financial Advisor for a regional brokerage firm before joining Janney. Jim has continued his professional education by obtaining the Accredited Wealth Management Advisor℠ designation from The Wharton School of Business. His professional knowledge extends into the community. Jim had been an investment instructor with the Duval County Schools in the “Continuing Education” division. He also has been an adjunct professor at Jacksonville University, University of North Florida and most recently, FCCJ. He has taught classes to CPAs and attorneys for continuing education credits. He has also been a guest lecturer at Barnes and Noble, has a number of publishing credits. He has been a financial speaker for the local NBC and FOX news affiliates. Jim and his wife live in Jacksonville.
Visit my website, www.JimNewmanFinancial.com.
Visit my website, www.Tdbernstein.com.
Jeff’s primary focus is to be your relationship manager. His role finds him coordinating performance reviews and ongoing client communication as well as routine meetings with money managers to conduct due diligence. Providing access for you and your family members to resources and contacts as a sounding board in unexpected and/or complicated matters is his mission. Jeff has over 25 years of industry experience and, prior to joining Janney, served at Wells Fargo Advisors since 2009.
Jeff and his wife, Christina, have two children, daughter- Maddox, and son- Camden. Jeff enjoys spending time with family and friends at the beach. In his free time he gets in a round of golf. Jeff was formerly a member on the Tax Slayer Bowl Committee in Jacksonville. He was also previously involved with the Office of Institutional Advancement with Flagler College by helping found and fund the Professor Louis R.F. Preysz III Scholarship Fund and Flagler Alumni Board. Jeff also volunteers with the Jacksonville Area Golf Association as a Director for the Ponte Vedra Inn & Club.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
Mike has been helping select families since 2001 develop comprehensive wealth management strategies. As a Financial Advisor, Mike helps guide families through a strategy and planning process that is designed to make the complex feel simple so you can enjoy what you have achieved. His process begins by listening to you, learning about your life and working with you to understand your priorities. Mike and Janney’s team of specialists will then make recommendations specifically for you, aligning with your personal values and family goals.
Throughout his career, Mike has been dedicated to helping the team’s high net worth clients build, manage and preserve their wealth and provide a smooth transition of that wealth to multiple generations. Mike is firmly committed to building successful long-term relationships with the families we help and continuously strives to enhance the service the team provides to those families.
The focus of Mike’s philosophy is to act as your partner and offer an approach with strategic thinking to pull all aspects of your financial life together, which ultimately helps you make more informed decisions as opposed to emotional decisions.
Mike currently lives in Atlantic Beach with his wife Denise of over 33 years and their son Jack. He is an active member of his community and church and has been a longtime member of the Deerwood Rotary. Mike and his family enjoy, boating, golfing and travel, Mike also enjoys cooking for family, friends and clients.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
Peyton joined Janney Montgomery Scott LLC in 2008. Upon his arrival to the firm, he worked closely with Don Cavalcanto perfecting his growing business and adding more value to his clients. In the fall of 2010, Don and Peyton officially joined forces and created D.A.C. Investment Partners.
In addition to his role as a Financial Advisor for Janney, he also serves on the branch council for the firm. Together with other members of the council, Peyton helps orchestrate ways the branch can participate in local communities and raise money for charitable organizations.
Prior to joining Janney, Peyton worked at J.P. McGowan and Company Inc., splitting his time between the Municipal Bond Trading Desk and Municipal Underwriters. While with J.P. McGowan, he worked closely with some of the world's most talented municipal finance underwriters and did research associated with several large municipal offerings, both at the local and national level.
Peyton graduated with a Bachelor of Science in the field of Finance from the Alfred Lerner College of Business and Economics at the University of Delaware. He currently has his FINRA Series 7, 63, and 66 licenses as well as health and life insurance licenses.
Linda's goal is to give every client legendary service. She takes care of all the operational and administration services for our team. This includes document processing, asset management, account maintenance, excellent communication and timely follow up for a great client relationship. Linda has more than 33 years of financial industry experience. She currently has a series 6, 7 and 63 securities registrations.
Linda grew up in Cocoa Florida, attended Brevard Community College and FCCJ in Jacksonville. She relocated to Jacksonville in 1993. She joined The Graves Tidwell Wealth Advisory Group in May 2017.
Linda has been married to her husband Bob for 40 years and has two grown daughters Kristina and Angelia and 3 grandsons Robert, Christian and Jordan. When not working she enjoys swimming, camping, gardening and spending time with her family.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
Lori believes in giving unmatched service to our clients. As an integral part of the team, Lori is responsible for the administrative and operational needs of our clients. She accomplishes this though excellent communication and follow up to achieve the best client experience. She has been in the financial industry since 1985 and holds series 7, 63 and 66 security licenses.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
In 1996, I was given the opportunity to work at Prudential Securities. I was excited to work in a field that I had a fascination with and would foster my core need to help people. I worked there for 6 years and obtained my series 7 and 63 licenses. Although at the time it was rare for an assistant to have their licenses, I knew it would allow me to be able to work more closely with clients. I worked briefly at Morgan Stanley before the opportunity to join Janney opened. The firm had a wonderful reputation of helping clients achieve their goals and I especially liked the fact that Janney is one of the oldest firms on Wall Street and privately held. I was excited to further my career with this firm and it was a bonus to be able to work side by side with Jim and have him as a mentor. I started working at Janney in March of 2006, obtained my 65 license in 2019 and haven’t looked back.
I am motivated and committed to maintain an open mind, clear communication, the ability to be flexible and adaptable in our ever-changing industry. With the mindset to learn, grow and strive for excellence. I take pride in my ability to find common ground and listen attentively. I value our client’s and am dedicated to their best interest. I take pride in my unwavering determination to go above and beyond to deliver exceptional service that exceeds their expectations.
I am native of Jacksonville, FL, a foodie that loves to spend time with my family, going to the beach, gardening, being artistically creative and roller skating.
Visit our website, www.JimNewmanFinancial.com.
Temple serves as Branch Operations Manager, helping provide the highest level of service to clients.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.
Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.
Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts.
He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association