EXCLUSIVE ADVISORS LLC
JACKSONVILLE, FLORIDA

in January 2014.  He has a Bachelor of Arts degree in Economics from the University of Delaware.  Dale has experience in advising his clients through both prosperous and difficult business cycles.  When meeting with prospects and clients, Dale likes to design and implement investment plans that help enable clients to meet their investment goals.  Dale has lived in Jacksonville for over 33 years and spends most of his spare time involved with family, church, and collegiate and professional sports.  He holds a Series 7, 63, and 65 securities registration as well as a State of Florida insurance license to help his clients with annuities and life insurance products.   David Atlee graduated from Auburn University in 2009 with a Bachelors of Science in Business Administration and Finance. David began his investment career as a registered representative with Fidelity Investments in their office at the St. Johns Town Center in Jacksonville, Florida.  While employed by Fidelity, he earned his Series 7, 63 and 65 securities licenses and actively advised clients regarding their financial and retirement savings goals.  After a year and a half, David transitioned to the institutional side of Deutsche Bank in the Listed Derivatives Client Services Division.  At Deutsche Bank, he served as a client service representative for 15 Hedge Funds and CTA's (Commodity Trading Advisors).  As the first point of contact at Deutsche Bank, he handled client issues and day-to-day trading activity. David joined  For over 12 years, Jason Griggs has specialized in advising business owners and high net worth individuals.  He joined  in January 2016.  He is a graduate of Indiana University with a degree in Business Adminstration.  Jason holds a Series 7, 63 and holds his life, health and variable annuity licenses.   He obtained the Certified Retirement Planning Counselor designation (CRPC®) after successfully completing a course of study encompassing pre and post retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.  This designation is considered one of the premier retirement planning credentials and is awarded to advisors who passed an examination to prove their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Jason continues to follow his passion of understanding the distinctive needs of his clients and designing customized long-term plans to help each client achieve their unique goals.  His experience in guding clients through the challanges of several market cycles afforded him valuable professional experience which sharpened his ability to identify opportunities and manage risk.  Always going the extra distance for clients are among the personal touches he contends fuels growth for everyone. © 2014, Exclusive Advisors LLC All Rights Reserved We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia & Washington. We exclusively work with accredited investors* comprised of individuals, closely-held business owners, professionals, executives, athletes and retirees - people who are influential, responsible, respected leaders in their industries, professions and communities.  By limiting the types of clients we serve, we have developed a detailed understanding of the unique financial issues, obstacles and opportunities that our clientele face. Our clients are typically wealthier than other family members and often provide substantial financial assistance beyond themselves and their spouse, including parents, siblings and their adult children.   If you fit within this description, we have the capability, experience and expertise to help guide you through the financial intricacies that come with considerable wealth. The relationship between money and happiness is a complex one.  While other firms limit their recommendations to stocks, bonds, mutual funds and insurance products, at EXCLUSIVE , we access institutional investment and private wealth management solutions most other firms can't. We enhance your existing plans using unique and proven strategies that give you the confidence to relax, enjoy life and most importantly, take care of your family.  Conviction in what we do; courage to take action; competency based on experience; communication that builds understanding and trust. These are the key qualities of our company and our firm commitment to always provide..... © 2014, Exclusive Advisors LLC All Rights Reserved We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia & Washington.