EverSource Launches Jacksonville, Florida, Office
Contact: Ed Hart, Director of Marketing and Business Development, ehart@eversourcewa.com
EverSource Wealth Advisors welcomes Jamie VandenHeuvel and Travis Hodge, launching EverSource’s Jacksonville, Florida, office.
Both advisors have established their practices in the North Florida and South Georgia area working as SmartVestor Pros with the Dave Ramsey network committed to Ramsey values. Their practices have grown into a focused effort to serve clients through Biblically Responsible Investing.Both advisors have established their practices in the North Florida and South Georgia area working as SmartVestor Pros with the Dave Ramsey network committed to Ramsey values. Their practices have grown into a focused effort to serve clients through Biblically Responsible Investing.
EverSource currently provides regulatory compliance, proprietary technology, and investment oversight for 28 advisors in 10 states. The firm was created to offer a distinctive culture and business model that empowers advisors like VandenHeuvel and Hodge to serve clients with values-based impact.
In their practice, VandenHeuvel and Hodge are committed to helping professionals and business owners thrive through wise financial stewardship. “We took the opportunity to find a partner that would enable us to effectively integrate our core values into our client relationships," VandenHeuvel says, adding that they believe EverSource can help them take their business to the next level. “The EverSource family will truly enhance our ability to serve clients with excellence. We love that we can now provide custom technology in a user-friendly package, greatly enhancing the client experience.”
VandenHeuvel and Hodge have served as advisors in their previous firm for the last seven years. VandenHeuvel also brings 20 years of experience as a commercial insurance agent in greater Jacksonville, and Hodge became a financial advisor after 12 years of teaching and coaching. Together, they have formed EverSource Jacksonville from their shared convictions for faithful stewardship.
Ed Hart, EverSource director of marketing and business development, says: “We’re very excited to expand EverSource’s coverage in the Florida market with the addition of Jamie and Travis. Our platform will enable them to continue pursuing their passion for, and commitment to, faith-based investing—with enhanced capabilities and investment solutions in the public and private markets.”
About EverSource Wealth Advisors
A Birmingham-based RIA, EverSource manages $2B+ in total assets. Advisors affiliated with EverSource have access to a broad range of institutional-quality public and private funds for serving high-net-worth and institutional clients. EverSource works with Charles Schwab and Fidelity as custodians for client assets.