Broker Check

The Gold Tree Team

Andy Whitaker , CFP®, CRPC®

President / Owner

(904) 725-0556

(904) 720-1909

andy@gtfjax.com

Andy joined the financial services industry to apply his business and finance skills to help you plan for, and achieve, your long-term retirement goals. He holds Series 7 and 66 securities licenses, as well as the CFP® designation..

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Filipe De Barros Gusmão, AAMS®

Senior Financial Planner

(904) 725-0556

(904) 720-1909

Filipe@gtfjax.com

Filipe comes from a family that through hard work and determination built three businesses from the ground up into booming organizations. His family, while reaping the benefits of their success, did not employ the services of an...

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Robin Phifer

Administrative Assistant / Event Coordinator

(904) 725-0556

(904) 720-1909

robin@gtfjax.com

Here to assist you with scheduling appointments, making reservations for events, and making your visit the best it can be, Robin is the face of Gold Tree Financial...

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Sue P. Walker, FLMI

New Business / Processing

(904) 725-0556

(904) 720-1909

sue@gtfjax.com

Sue initiates and tracks all account and asset transfers for our new clients and oversees the New Business  department as well as processing licensing for our planners...

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