Qualifications

The Remey Wealth Advisory Group utilizes a team approach to provide you with the utmost in personal service, attention, and professionalism.

 

David Remey Financial Advisor Stifel Daytona Beach FL

David S. Remey, CFP®, CIMA®, CPA, Senior Vice President/Investments, David began his career as a Financial Advisor in 1986. Prior to entering the investment industry, he worked as a certified public accountant. To further his wealth management knowledge and areas of focus, he attained the CERTIFIED FINANCIAL PLANNERTM certification from the CFP® Board and the Certified Investment Management Analyst® designation from the Investment Management Consultants Association after completing the executive education component at the Wharton School – Aresty Institute.

With extensive knowledge in customizing retirement and estate planning strategies, David is well positioned to address the needs of high-net-worth individuals, professionals, business owners, retirees, and charitable foundations who are serious about pursuing their long-term goals. He builds his client relationships by designing detailed financial strategies, taking into account their unique investment needs, risk tolerance, tax planning needs, and personal considerations that may impact their investment decisions. His practice thrives on referrals from satisfied clients and professionals.

 

Robin Riddle Stifel Daytona Beach FloridaRobin Riddle, Registered Client Service Associatebegan her financial services career in 2000 in the banking industry. She specializes in client service and is an integral asset to the team. Her duties are many and varied, including handling daily client communications, preparing documents for opening new accounts and ensuring each has been submitted correctly, keeping clients informed of their responsibility related to taking required minimum distributions (RMDs) from their retirement accounts, facilitating check requests and electronic cash transactions, and assisting with client review preparation. She is actively involved in daily communication with clients, answering account-related questions, and resolving client service issues as effectively as possible. She holds Series 7 and 66 securities licenses. 

 

Hannah Van Newkirk, Registered Client Service Associatebrings her knowledge and talents to assist in serving our clients' needs. She earned a B.S. in Business Administration in Accounting from University of Central Florida.

Throughout her career, she has worked in a variety of professional capacities, including as a small business owner, sales representative, accounts payable associate, tax preparer, payroll services associate, and bookkeeper. Today, she assists with the daily operations of The Remey Wealth Advisory Group and is responsible for preparing documents for opening new accounts, ensuring that paperwork is submitted correctly, keeping clients informed of their responsibility related to taking mandatory distributions from their IRAs, and facilitating check requests and electronic cash transactions, among others. She is actively involved in the daily communication with clients, answering questions and resolving issues to the best of her ability to make sure that clients receive the personal attention they deserve and expect.

Hannah finds joy in the Lord, her family and friends, exercise, flowers, and the beauty God has created all around.
 

Stifel does not provide tax or legal advice. 
You should consult with your tax or legal advisor regarding your particular situation.