Advanced Wealth Management financial services in Titusville, Florida

Advance Wealth Management

Donald "Don" Quirk is the only Registered Representative, Financial Advisor and Florida licensed insurance consultant in the north Brevard area with his level of Education, Experience and Maturity. Please see Don's Bio.  

Education, Experience and
Maturity Can Make a Difference

  Everyone who works with money does not necessarily understand how money works. Nothing beats years of solid and successful experience gained by maneuvering clients through several market and economic swings and dealing with dozens of individual situations.

This Is An Important Relationship.

"INVESTMENT ADVICE YOU WILL UNDERSTAND & TRUST."

"Helping you help yourself, being available and providing outstanding service for quite some time to come is what our practice is all about."

Advance Wealth Management offers a variety of investment products and services that are designed to meet your financial needs. Some of our services include the following:

• Stocks
• Bonds
• Retirement Plans
• Wealth Management
• Mutual Funds
• 401(k)s & IRAs
• Portfolio Diversification
• Annuities

Member Titusville Area Chamber of Commerce
Office Hours by Appointment
370 Highway 50 (Cheney Hwy), Titusville, FL 32780
321-383-3331
ksharp@summitbrokerage.com

PRIMARY WEBSITE: KSC401k.com

Please call for a no obligation and confidential office visit.
Donald W. Quirk Branch Manager - Raymond James

Donald W. Quirk
Founder & Chief
Financial Advisor

"I am not your home, auto, life or health insurance agent, nor your accountant or banker who now wants to be your Financial Advisor too! In my opinion, this is not a "me too" business."

"Yes I've worked in New York City as a Registered Principal on the N.Y. Stock Exchange; own numerous fine hand made suits, French cuffed shirts and a complete collection of Tiffany & Co. silver links. However, you will not see me that way except at formal affairs and funerals. Kendra and I will likely be dressed comfortably casual (shorts in the summer) upon our meetings and you may do the same."

Advance Wealth Management Inc. is an independent company with securities offered through Summit Brokerage Services, Inc. member FINRA & SIPC with securities and funds held at First Clearing Corp ("FCC") a member NYSE and SIPC a wholly owned subsidiary of Wachovia Corporation.











 

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