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Our Firm

As independent financial advisors, we are not limited or restricted to offer one company’s products and services. This allows us to focus on your unique values, goals and interests then finding compatible strategies for your financial plan. Together we can explore the options available to you in the pursuit of your financial goals.  We think you will appreciate the trust and confidence that comes from working with a leading independent advisor.

office2.jpg

Our Firm

As independent financial advisors, we’re not limited or restricted to offer one company’s products and services. This allows us to focus on your unique values, goals and interests then finding compatible strategies for your financial plan. Together we can explore the options available to you in the pursuit of your financial goals.  We think you will appreciate the trust and confidence that comes from working with a leading independent advisor.

 

David Blount

Meet The Team

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David J. Blount, CFP

David had a nine-year career in the United States Coast Guard prior to becoming a financial planner. He started his career in financial planning in 2000. He is happily married and enjoys spending time with his wife Michelle, two kids Ryan and Alana and their dog Jack. He is an avid outdoorsman, committed person of faith and is passionate about helping people with their financial planning.

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Michelle Blount

David’s wife and a proud mom of 2. She was a collegiate athlete and has coached and trained hundreds of kids in the local area in basketball and volleyball. She has been instrumental in helping the business grow over the years and created our first two websites, manages the office and for 15 years has served as the firm's bookkeeper.

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Rachele Smith

Rachele is married and a proud mother of two sons. Rachele loves sports, spending time with her family and enjoying time in the outdoors. Rachele has served as the firm’s operational specialist for many years and has 20 years’ experience in financial services. Rachele has been instrumental over the years in keeping the show running smoothly and on time.

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Rohan Rashid

Rohan joined our firm in 2021 and as a finance graduate from the University of Central Florida. Rohan serves as the firms’ client service specialist and training to become a financial advisor.  Rohan is full of life, is willing to take on any challenge and does a great job serving our clients exceptionally well.

 

LPL Financial

At Investment & Insurance Planning Services, we partner with LPL Financial to provide custodial and supervisory services to our firm and many of our client accounts. We also partner with other financial institutions on a case-by case basis. So, you can rest assured that no matter what your funds will be held with highly rated financial institutions. 

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