MICHAEL J SIEVERT CFP® Mike Sievert is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of financial planning experience. He is the President and Founder of Exclusive Advisors. Mike has lived in Jacksonville, FL for over 53 years.
For over 18 years, Jason Griggs has specialized in advising business owners and high-net worth individuals. He is a graduate of Indiana University with a degree in Business Administration.
Stan Lewandoski brings over 20 years of financial planning experience to Exclusive Advisors. He is a graduate of Western Maryland College with a degree in Business Adminstration with an emphasis on economics.
Eric joined Exclusive Advisors LLC in September 2023 after transitioning over from Fidelity Investments where he was a high net worth associate for over two years.