W. Shane Francis, AIF, ChFC

First Vice President/Investments

Contact Me

E-Mail Address

[email protected]

Phone Number

(850) 435-3708

About Me

Shane Francis has nearly 30 years of experience working with individuals and businesses. He graduated from the University of West Florida with a Bachelor of Science in Business Administration and Finance. Shane and his wife, Christy, volunteer with several local charities.

Damon W. Smith, AIF

Vice President/Investments

Contact Me

E-Mail Address

[email protected]

Phone Number

(850) 470-2915

About Me

Damon Smith has more than 20 years of experience working closely with individuals and business owners. He earned a Bachelor of Business Administration in Marketing from Mississippi State University. He is an avid golfer and a member of the PGA of America. Damon also volunteers with a number of golf programs and charities.

Check the background of these investment professionals – brokercheck.finra.org/