Broker Check

Our Team

At the heart of our practice lies the fundamental belief that our success is dependent upon the strength of the relationships we create with each one of our clients.

Rebecca L. Jones, AWMA®, CRC®

Financial Advisor

386.259.3781

866.750.3783

Rebecca@wvwmg.com

Rebecca L. Jones, AWMA® “Accredited Wealth Management Advisor”CRC® “Certified Retirement Counselor”

Rebecca has been working in the financial services industry since 2000 and has logged several years with Edward Jones and Wachovia Bank.  She earned her bachelor’s degree in business management in 2015 and has both her CRC® (Certified Retirement Counselor) and AWMA ®(Accredited Wealth Management Advisor) accreditations.  Currently she is working on her Certified Financial Planning Certification.

Not only can Rebecca provide financial advice and planning, she is also an Insurance agent providing her clients with a full portfolio of services from one place.  Rebecca and her business partner Dave decided to branch out of the corporate financial world because they wanted to take a different approach in working with families.  Together they established West Volusia Wealth Management Group where they can provide the personalized attention families need to plan for their financial future.  Every client truly becomes part of the WVWMG family. 

Rebecca has deep roots in the DeLand community.  She grew up here, graduated from DeLand High School, and is proud to call DeLand her home.  She makes time to give back to the community through various organizations and charities that are important to her.  She sits on the Board of Directors for Matthew's Gift, a non-profit organization that helps the families of children with complex medical conditions. You can always see Rebecca downtown supporting community events, so if you see her reach out and say hello.

Rebecca is a dedicated mom to two smart (and stubborn) children that constantly keep her on the go.  In her down time, she enjoys spending time with her kids, cooking, traveling to new and exciting places, and retail therapy.

David Llewellyn, AIF® , AWMA®, CRC®

Financial Advisor

386.259.3781

866.750.3783

Dave@wvwmg.com

  • Certified Retirement Counselor® 
  • Accredited Investment Fiduciary® 
  • Accredited Wealth Management Advisor® .

David was born and raised in South Florida and attended Miami Dade Community College and Daytona State College. David has over 18 years of experience in the Financial Services Industry.  Throughout his career, David has attended various classes that enhance his services and skills he can offer his clients. These classes include “National Association of Insurance Commissioners Long Term Care Partnership Training”, “Insurance for Estate Planning”,  "Guaranteed Living Benefits for Variable Annuities”, “Sustainability of Annuity and Life Insurance Transactions for Seniors”, and “Insurance Fraud Problems and Preventions” . These classes allow Dave to keep-up with the changing trends and ideas in the financial industry.

Dave built a career at Winn Dixie Stores, Inc. before retiring in 2005 after 25 years as a Store Director. His responsibilities at Winn Dixie Stores, Inc. included the financials and profitability of a location, the quality and retention of employees, and oversight of up to 250 employees.  

In 2006, Dave received his Series 7 General Securities Representative Certificate and Series 66 Uniform Combined State Law Registration Certificate which he used to establish his own office with Edward Jones.

In 2010, David decided to team-up with small group of Advisors to form West Volusia Wealth Management Group, PA. Today, Dave and Rebecca are the remaining founding partners of WV Wealth Management Group, PA.  They utilize Cambridge Investment Research, Inc. as their partner Broker/Dealer to provide oversight and compliance. With West Volusia Wealth Management Dave has been able to transition to an independent structure. He provides a family environment and creates quality service by individualizing each client's portfolio. He accomplishes this by preparing options without the influence of corporate mandates such as quotas, boxed products or proprietary investments.  Dave's goal is to offer personal attention to each relationship. He feels that it takes time to build substantial relationships with each client. It is quality, not quantity that counts. He strives to help clients define goals and provide solutions to reach these dreams. Dave considers his clients to be a part of his extended family. As used throughout our website, Dave believes that “At the heart of our practice lies the fundamental belief that our success is dependent upon the strength of the relationships we create with each one of our clients."

David has been married for 33 years to his wife, Kelly. They have three children: Dave, Kristen, and Jarod. He also has eight grandchildren.  The Llewellyn family has called Volusia County home for the past 30 years.  In his spare time, Dave loves to spend time with his family and enjoys being outdoors hiking, fishing, kayaking, as well as motorcycling.

 

Christine Bailey

Administrative Assistant

386.259.3781

ClientService@wvwmg.com

Christine grew up in St. Augustine and graduated from St. Augustine High School. She received a Bachelor’s of Applied Science Degree in Supervision and Management from Daytona State College.

She has been married to her husband Wade for 30 years. They have three beautiful children: Zachary, Samuel and Lexus. They have lived in Deltona for over 23 years.

Over the course of their marriage, Wade and Christine have co-owned several businesses together. They have had the privilege of traveling to different places all over the world including the Netherlands, Hawaii, Dominican Republic and the Bahamas.

Christine is excited and feels very privileged to be a part of the West Volusia Wealth Management Group.  She is looking forward to working with and serving you with a spirit of excellence.

Mary E. Leone

Administrative Assistant

386-259-3781

clientservice@wvwmg.com

Mary hails from Denver, CO.   She and her family moved to the area in 1994 because her husband was transferred.

Her career has always been in the financial services industry in many capacities with an emphasis in administration.  Her current position with West Volusia Wealth Management will be in helping with the growth of the firm and providing existing clients with an excellent service experience second to none. 

She has been married to her husband David for 34 years and they have 3 grown children, Katie, John and Nick and one grandson Nathan.  In Mary's spare time she enjoys traveling with her husband, spending time with her children and grandson, visiting family in Colorado as often as possible and being  "creative" (a fancy way of saying she loves crafting!)