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Zinnia Wealth Management

zinniawealth.com Layer unknown

Zinnia Wealth Management is a Florida-based financial planning and wealth management firm offering retirement planning, investment management, tax and estate planning, and insurance products. Investment advisory services are provided through Zinnia Wealth Advisory, LLC, a state-registered investment adviser.

Zinnia Wealth Management is an asset manager headquartered in Ocala, United States.

Layer
Layer unknown
Type
Asset manager
Stage
Not stated
Headquarters
Ocala, United States

Team, as Zinnia Wealth Management publishes it

  • Charisse Rivers CEO And Financial Planner
  • Paul Autodore Financial Planner
  • Bekki Daugherty Director of Operations
  • Michele Simone Client Services Coordinator
  • Lorie Brady Director of Client Services
  • Jared Winston Marketing and Sales Coordinator
  • Alaina Morales Advisor Support
  • Natasha Maldonado Advisor Support
  • LeAnne Manus Receptionist (The Villages/Wildwood Office)

Names and roles exactly as listed on zinniawealth.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Zinnia Wealth Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 14293 · added 2026-10-20 · link last verified 2026-10-21 · confidence medium

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