Background and Experience

Born and raised in Grand Island, Nebraska, Jamie earned a Master of Business Administration degree with concentrations in Accounting, Finance, Management and Leadership Development from Jacksonville University. In 2010, Jamie brought his extensive knowledge to Wells Fargo Advisors. With more than 15 years of experience, he has earned the prestigious CERTIFIED FINANCIAL PLANNER® practitioner certification, Certified Private Wealth Advisor (CPWA) designation, Certified Exit Planning Advisor (CEPA) designation, and the Chartered Life Underwriter (CLU) designation. Jamie leads the Ponte Vedra Wealth Management Group of Wells Fargo Advisors, currently managing assets of over $800 million as of 6/2/2025. Jamie has been named as one of the 2025 Forbes Best-in-State Wealth Advisors. 2025 Forbes Best-in-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management (variable by state), revenues and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for the rating. This rating is not related to the quality of investment advice and based solely on the disclosed criteria.

Away from the office

Jamie is a member of the Jacksonville Regional Chamber of Commerce, where he has held several leadership roles. In 2012, he was bestowed the Pat Morgan Award by the Saint Johns Chamber of Commerce, a result of his philanthropic efforts unrelated to the business of the firm. He's been a member of the Board of Governors, Education and Workforce Committee, JAXUSA Economic Development Committee, Public Policy Committee, and Trustees in the Jax Chamber. In 2014, Jamie founded JAX Trailblazers, Inc., a networking group that promotes the services of its members to small and mid-size businesses, where he serves as President. Throughout the years, Jamie has devoted time to numerous local organizations and charities, including First Tee, Junior Achievement, The Community Foundation, CHILD Cancer Fund, North Florida Land Trust, and Teach for America. He will be part of the Leadership Jacksonville class of 2026, an exclusive cohort that brings together over 50 leaders throughout the Northeast Florida community.

Jamie spends his free time coaching the middle-school golf team that both of his daughters play on.

California Insurance License Number 0I04966
Resident State: FL

Background and Experience

Raised in Rockville Centre, New York, Stephen attended Fordham University where he earned a Bachelor’s degree in Economics and History. As a founding member of Ponte Vedra Wealth Management Group of Wells Fargo Advisors, he brings more than 40 years of Capital Markets experience. Stephen began his career on Wall Street in 1984 and has worked for Merrill Lynch, Lehman Brothers, and Dresdner Bank (ABD Securities). Stephen’s expertise and accomplishments have been notable; focusing on delivering advisory services to his clients on actively managed customized solutions executed within a personalized context. Investment planning, estate planning strategies and tax efficiency, as well as legacy of future generations are hallmarks of his many successes. Stephen received his practitioner CFP® designation in 2002.

Away from the office

Stephen was a Chairman of the Board of Trustees for the Guardian Catholic School, a founding member of Ponte Vedra High School PTO, Booster Club, and Jacksonville Royals National Travel Baseball Club. He also served as a board member of Ponte Vedra Athletic Association and Ponte Vedra Men's Golf Association.

Stephen loves traveling and spending time with family. You can find him enjoying outdoor sports, including hiking, skiing, surfing and golf.

CA Insurance Producer License Number 4246921.
Resident State: FL

Background and Experience

Originally from New York, Michael holds a Bachelor's degree in Finance from University of South Florida. With more than 30 years of experience, he has successfully helped clients develop strategies by focusing on individual needs and goals. Michael has dedicated his career to delivering personalized planning services and aiding clients to achieve their investment goals. Michael began his career as a Financial Advisor with Prudential-Bache in 1987, where he developed fundamental investment knowledge. He joined Morgan Stanley in 1996, providing financial guidance to both individuals and families. In 2014, Michael joined Wells Fargo Advisors to help his clients plan for their financial future in a way that most effectively reaches their goals. He has become an authority in investment strategy and planning. Michael currently holds FINRA Series 7, 63 and 65 registrations.

Away from the office

Michael spends his free time with his wife, Else, a native of Norway, and their two sons. He enjoys staying active both mentally and physically. Vacationing, boating, soccer, and flag football are some of Michael’s favorite activities.

Background and Experience

A native of Jacksonville, Chuck earned a Bachelor’s of Business Administration degree with a focus on Finance from University of North Florida. With nearly 30 years of experience, he has successfully managed assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through long-term investment strategies, Chuck has helped clients reach their goals for building and preserving wealth with the highest level of integrity. Chuck spent time honing his skills at Morgan Stanley before Joining Wells Fargo in 1998. He is renowned for providing comprehensive investment advice and executing successful plans individually tailored for each client. Chuck currently holds FINRA Series 7, 9, 10, 63 and 65 registrations along with Life and Health Insurance licenses.

Away from the office

Chuck was named a Wells Fargo Advisors Platinum Council member for the year of 2014. He has also served as President of Arlington Rotary Club, served on the board of Boys and Girls Club of Northeast Florida, and maintains involvement with both the Tim Tebow Foundation and Compassion International.

Chuck spends his spare time with his wife, Laura, their grandsons, and dog Lexie. He also serves many missions locally and abroad.

Background and Experience

With over 10 years of Financial Services industry experience, Kevin brings a wide range of banking and investment knowledge to our team. Prior to joining the team, Kevin held the role of Business Supervisory Officer at Deutsche Bank Securities Inc, where he supervised Investment Managers and Private Bankers within the International Private Bank of the Americas. Before Deutsche Bank, he served as the Field Support Governance Specialist at Wells Fargo Advisors, where he supervised Licensed Bankers, Financial Advisors, and other Registered associates within the Northeast Florida market. Kevin also previously served as Regional Bank Private Banker for several years with Wells Fargo Bank, N.A., where he provided advice and guidance to affluent clients throughout Central and South Florida.

Kevin earned his B.A. in Economics from Rollins College and holds the Series 4, 7, 9, 10, 24, 66 registrations, and Life, Health, and Variable Annuity Licenses.. He also obtained his CERTIFIED FINANCIAL PLANNER® practitioner certification in 2025 and is passionate about personal and professional growth, constantly seeking ways to deliver greater value to his clients. Kevin is fluent in English & Spanish, with proficiency in German and Portuguese.

Away from the Office

You can find Kevin Olympic weightlifting or doing an intense workout at the gym. He loves physical and mental challenges and will eat anything except for olives.

CA Insurance Producer License # 4374156. Resident State: FL

Background and Experience


Evonne T. Heykens, Senior Registered Client Associate with Wells Fargo Advisors in Ponte Vedra FL. I started within the financial industry in 1982, most of my career has been in Jacksonville or Ponte Vedra, FL.  I started working with Steve Foody Managing Director – Investment Officer in 1998 and became a permanent member of his team in 2004.

 
Away from the office

 
I was raised and still live in Jacksonville, FL with my husband, Steve.  We have five adult children; five grandchildren and I love being a Gramma!   We have a close relationship with our family, and we love traveling with friends to the Florida Keys and the mountains of North Georgia. 

Background and Experience

A native of Ann Arbor, Michigan, Kat relocated to Florida in 1995. With over 20 years of experience, she has dedicated her career to assisting clients with their financial needs and reaching their investment goals. Upon joining Wells Fargo Advisors in 2015, Kat has provided excellent service, with a keen attention to detail in supporting her clients effectively. Her prowess in managing operations has helped contribute to the success of our financial advisors providing top-notch service. Kat has spent nearly two decades nurturing lasting relationships with clients and takes pride in fostering connections that help ensure everyone feels supported and understood. Kat currently holds FINRA Series 7 and 66 registrations along with Life, Health and Variable Annuities licenses.

Away from the office

In her spare time, you can find Kat riding her motorcycle, kayaking, cultivating orchids and gardening. She has a passion for helping people that extends beyond the office and enjoys nurturing both personal and professional relationships.

Background and Experience

Born in Red Bank, New Jersey, Tommy relocated to Jacksonville in 1999 and attended Florida State College at Jacksonville where he earned a Bachelor’s degree in Business Administration. Upon graduation, he launched his career with a contracting firm that specialized in transitioning Financial Advisors’ book of business to Wells Fargo Advisors. As the Transition Specialist, Tommy traveled nationally to assist with in-person onboarding of new advisors. In 2022, he joined Wells Fargo Advisors, where he provides expertise in client management. His experience and achievements have made Tommy an indispensable team member who helps manage client operations, account maintenance, client engagement, distributions, and asset movement. Tommy's dedication to assisting clients and his attention to detail have been stand-out qualities that he believes clients value. He currently holds FINRA Series 7 registration.



Away from the office


Tommy enjoys traveling with his wife Rikki in search of new hiking spots, restaurants and outdoor adventures. His other hobby includes buying, and restoring BMWs from the 1980s-1990s

Background and Experience

Jill Salvatore is a custom credit banker with Wells Fargo Bank in the Wealth &
Investment Management Division. Jill is based in southeast Florida. As a
custom credit banker, Jill works as part of a team to help meet the
comprehensive wealth management goals of high-net-worth individuals and
family offices. Jill specializes in providing deep custom credit knowledge and
experience to deliver tailored lending solutions that support clients’ complex
borrowing needs.

Jill returns to the stagecoach from a prior position as Regional Lending
Director in NYC bringing with her 20 plus years of experience in business
development roles in financial services. She began her career at Lehman
Brothers, went on to build out her own real estate marketing start up and
then transitioned to Merrill Lynch working along with Private Banking and
Investment Group Teams as their lending and banking advisor.

Away from the office

Outside of work, she enjoys spending time with her daughter, volunteers with
homeless outreach initiatives, enjoys beach sports, learning pickleball,
entertaining family and friends and assists with animal fostering and rescue.

Background and Experience

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).

Away from the office

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.

Background and Experience

Stephanie is a senior wealth management banker with Wells Fargo Bank
within the Wealth & Investment Management division covering North and
Central Florida with more than 30 years of experience in the financial
services industry. As a senior wealth management banker, Stephanie
specializes in developing and implementing tailored credit, deposit, and
cash management strategies for clients. An integral part of the relationship team, she starts by understanding a clients' 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.

Prior to joining Wells Fargo, Stephanie worked at Morgan Stanley Private
Bank for 5 years, where she was a Private Banker. She earned her
Bachelor of Business Administration degree from the University of North
Florida.

Away from the office

Stephanie is married with three children and three 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.