For more than 40 years Art has been providing customized investment planning and advise for high-net-worth families, trusts, foundations and corporate retirement plans. Art feels fortunate to work in such an interesting and challenging profession where he can truly help make a difference in how individuals chose to live their lives and plan for their future. 

A graduate of The Ohio State University, BA Economics and earned the professional designations of Certified Investment Management Consultant and Certified Retirement Plan Specialist. Art is a board member of the Commodores League of Jacksonville and supports several nonprofits.  He and wife Cynthia reside in Ponte Vedra Beach enjoy traveling and boating and have been residents of the Jacksonville area for over 45 years.

Scott delivers comprehensive planning & wealth management services.

With over 30 years of wealth management experience, Scott works to help Preserve, Manage, and Transition wealth for successful families and businesses. His advice and services are provided in an Independent, Objective, Unbiased and Cost-Effective manner.

Moreover, Scott and his team know that trust is the cornerstone of any successful relationship, and they strive every day to earn and maintain that trust.

He graduated from the University of Maryland with a BS degree in Business & Management. He is a dedicated community leader and serves on the board of directors for the Jacksonville Zoo & Gardens (Finance Committee).

Scott and his wife Cynthia live in Jacksonville and have three daughters: Morgan, Raven and Britton. He loves to spend time with family and friends and enjoys golf, fishing and scuba diving in his spare time.

Putting clients, their families and businesses at the forefront, Jim customizes planning and investment strategies around each client’s unique spending, investment, and philanthropic needs.

He believes his background in Private Banking/Trust, along with his 25+ years in wealth management, positions him to deliver first class solutions across a wide spectrum of clientele.

Jim has been married to Heather for 20 years and together they have 2 beautiful daughters, Emily, and Jillian. He is also an avid outdoorsman and volunteers his time with the First Coast Rowing Club.

Darcie Blomberg began her career in the financial industry in 1982 in Southern California after attending Mount San Antonio College. In the 1990s, she and her family relocated to Omaha, Nebraska, where she worked for Paine Webber and developed into a serious Husker fan. In 2000, they moved to Jacksonville, Florida, where she has continued her career in financial services. Darcie joined Wells Fargo Advisors in 2019 alongside Art Dobosiewicz. She holds both FINRA Series 7 and Series 66 securities registrations and she is very dedicated to delivering exceptional client service with professionalism and care.

Laura is passionate to provide excellent client service and supporting the team by handling trading and operational support including but not limited to portfolio reporting, investment proposals, advice implementation, marketing, communication, social media, and event planning.

She has a bachelor’s degree in human resources from the Andres Bello Catholic University and has worked in the financial industry over 25 years. She joined Wells Fargo Advisors in 2021 and holds the FINRA series 7, 63, 66 security registrations, life & annuity licenses, and Certified Retirement Counselor designation.

David believes he is truly blessed to be able to assist clients with their wide-ranging financial needs. Since entering the financial services industry, David has been delivering robust and comprehensive analysis, providing cost-effective solutions and charting roadmaps for families and businesses to achieve their financial goals.

David previously spent four years Active Duty serving our great nation in the United States Navy prior to transitioning full-time into financial services. Upon being honorably discharged from military service, David completed his undergraduate studies at the University of North Florida, earning two BBA degrees in Finance & Financial Planning. David has gone on to earn the Chartered Retirement Planning Counselor™ and Sports & Entertainment Accredited Wealth Management Advisor™ designations. David has called Jacksonville home since 2013 and has a lovely daughter (Rowan). When he is not working with clients, you can find him on a golf course, playing lacrosse or spending quality time with friends and family.

 

 

Jennifer is a senior fiduciary strategist and executive director with Wells Fargo Bank’s Wealth & Investment Management located in Jacksonville, Florida with more than 28 years of experience in financial services. Jennifer works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan to help grow and preserve assets, while working toward the client’s overall wealth management goals.

Ms. Williams earned her Bachelor’s degree in Nursing with a minor in psychology from Marquette University and a Master’s Degree in Nursing Science with a minor in Statistical Analysis. She has the designation of Certified Financial Planner™ (CFP) and the Certified Trust & Fiduciary Advisor (CTFA).

In 2022, Jennifer and her family relocated from Milwaukee, WI. Travel is one of their favorite activities. She has participated in competitive race walking in Wisconsin.

Stephanie C. Brice is a lead wealth management banker with Wells Fargo Bank Wealth & Investment Management located in the Greater Florida Market, from Jacksonville to Orlando, with more than 33 years of experience in financial services. Stephanie delivers tailored lending, cash management and deposit solutions, and facilitates access to highly structured credit facilities. An integral part of the relationship team, she starts by understanding a client’s unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full-balance-sheet solutions that help achieve those goals.

She earned her Bachelor of Business Administration degree from the University of North Florida.

Stephanie is married with 3 children and 5 grandchildren. She enjoys pursuing volunteer activities with Audubon, SAFE for Animals, and Coastal Clean-Up. She also has her US Coast Guard OUPV Captains license for boating.

Jill Salvatore is a custom credit banker with Wells Fargo Bank
Wealth & Investment Management covering the Southeast
division, with more than 20 years of experience in financial
services. Jill works as part of a team to help high-net-worth
individuals achieve their wealth planning goals. As a custom
credit banker, she specializes in providing her custom credit
knowledge and experience to help deliver tailored lending
solutions that support clients’ complex borrowing needs.
Jill began her career at Lehman Brothers, where she gained
foundational experience in capital markets and client advisory.
Following her time in institutional finance, Jill launched a real
estate marketing program. She later transitioned to Merrill
Lynch, working with the Private Banking and Investment Group
as a lending and banking advisor.
Jill is focused on complex lending, bringing with her a unique
blend of corporate and entrepreneurial experience. Jill has held
leadership roles across divisional and national teams. She has
experience in structured lending, asset-backed financing, and
credit arrangements. She partners closely with advisors,
underwriters, and risk teams to ensure a smooth process and
delivers thoughtful, tailored solutions that meet each client’s
unique needs.
Outside of work, Jill enjoys spending time with her daughter,
volunteers with homeless outreach initiatives, assists with
animal fostering, and loves beach sports, and entertaining family
and friends.