Xcel Wealth Management works with high net worth clients to manage their assets and develop plans to reach their goals. It strives to achieve clients’ goals by challenging them to think beyond rate of return. Xcel focuses on creating a measurable retirement plan today in order to pave the way for higher income options during clients’ golden years.
xcelwealth.com
Jon Xynidis, BSESS '98
President
Erick Palacios, BSBA '02
Wealth Advisor
Financial Services
Holly Hill, FL