We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.
833-572-2288Find U-Vest® Offices
CEO / Financial Advisor
President / Financial Advisor
Dustin Johnson CFP®, ChFC® started his career in 2005 as a financial advisor in Denver, CO upon graduating from the Colorado School of Mines where he received a Bachelor of Science Degree in Mathematics and Computer Science. He...
CFO / Financial Advisor
A 1980 graduate of Troy University in Alabama, Gary Parsons has been helping clients pursue their lifelong financial objectives since 1983. He joined the team at Waddell & Reed in 2014. Along with his work as a Financial Advisor, Gary...
Vice President / Financial Advisor
Vice President Alabama / Financial Advisor
Glenn Lillibridge began his association with Waddell & Reed in 2003 as a Financial Advisor. He graduated from Florida State University where he received a Bachelor of Science Degree and currently holds the professional designation of...
Business Development Officer
Ryan Alexander Petteruti graduated from Florida State University, where he earned a Master's in Accounting and Bachelor's degrees in Accounting & Finance. Before joining U-Vest®, Ryan was a tax specialist for various CPA firms. His...
(727) 343-4200 ext. 103
727.343.4200 ext. 104
Paul Vogel is a proud graduate of the University of South Carolina, where he earned a Bachelor’s in Interdisciplinary Studies and Business in 1984. While Paul studied, he played college football for four years. Paul has 35 years...
Sammy Smith is a certified financial planner with 31 years of experience in the finance industry. Throughout his career, he has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Smith's Daycare,...
Director of Operations