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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

James Drinkwater

Director of Client Relationships

561-808-3233 (voice only)

james.drinkwater@lpl.com

I am a graduate of the University of Central Florida, where I studied finance with a minor in wealth management and developed a strong foundation in financial strategy and a genuine passion for helping people feel confident about their...
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Jon E Drinkwater CFP®

CEO/President

(561) 373-7809

jon.drinkwater@lpl.com

As the President, CEO, and Financial Advisor at Drinkwater Wealth Management, my primary responsibility is to cater to the financial planning needs of my clients, specializing in wealth management and retirement planning. With over 25...
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