Arni Diamond

Arni Diamond

Senior Investment Advisor

I am a Senior Investment Advisor Representative and I specialize in creating conservative, lifetime income strategies for high-net-worth retirees and pre-retirees. Although my clients come from many backgrounds, they share a need for consistent income strategies that will help them preserve their assets and live comfortably regardless of stock market conditions.

We are a boutique wealth management firm that specializes in offering a select group of clients sophisticated investment strategies that are typically only available to institutions and large endowments. I developed our approach to investing to help clients take advantage of strategies that are not tied to turbulent stock markets. I believe that meticulous research, a disciplined process, and a deep understanding of my clients’ needs deliver better results.

It’s not a stretch to say that many of my clients become my friends; I care deeply about each one of them and want to be there for the good times and the bad. This business is intensely personal to me and I measure my success by the happiness and comfort of my clients.

I have worked in the financial services industry since 1986, and I have helped my clients achieve financial independence and live comfortably in every kind of market environment. I’ve seen many fads come and go and I have learned that the best strategies are completely customized to my clients’ individual needs, retirement goals, attitudes about risk, and psychological profiles.

I was born in Chicago, raised in Indianapolis, and lived for many years in the Twin Cities before moving to Jacksonville to be near family. I received my bachelor’s degree from Indiana University as a pre-law student, but decided that law wasn’t for me. I joined the financial services industry as an insurance specialist in 1986 for a subsidiary of MetLife. As an independent advisor I wanted to move away from proprietary products and help my clients save money and create strategies to protect their assets.

I live with my lovely wife, Linda, in St. Augustine. We’ve been blessed with three wonderful children and six grandchildren, most of whom live close to us. When I’m not working, I’m usually enjoying boisterous get-togethers with my children and grandchildren. We love spending time together as a family and I am incredibly fortunate to be able to see them as often as I do. Linda and I also enjoy traveling and have spent time in the U.S. and around the world. We are also committed to helping to make our community a better place. I frequently volunteer in nursing homes to lead a sing a long with the residents and delivering meals on wheels on Christmas Day.