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 Jones Barnes, AWMA®, CRC® Financial Advisor 386.259.3781 866.750.3783 [email protected] Rebecca Jones Barnes, AWMA® “Accredited Wealth Management Advisor”, CRC® “Certified Retirement Counselor” Rebecca grew up in DeLand and graduated from DeLand High School. She is proud to call DeLand home. She received both her Associates of Science Degree in Business Management and her Bachelor’s Degree from Daytona State College. She is currently working on her Certified Financial Planning™ Certification. Rebecca also has also earned her accreditations for both Certified Retirement Counselor as well as Accredited Wealth Management Advisor Designations. Rebecca graduated from the Leadership DeLand Program in 2010 which is a Partnership between Stetson University and the West Volusia Chamber of Commerce and is a licensed Insurance Agent. She finds time to give back to the organizations/charities that are important to her. She is proud of the work she does in the community. She has been working in the Financial Services Industry for over eighteen years. She engaged seven years' experience at Wachovia Bank and three and half years' experience at Edward Jones prior to establishing the partnership of West Volusia Wealth Management Group, P.A. Rebecca prides herself in the family like atmosphere that her business creates.Rebecca and Jeffrey have two amazingly smart and stubborn children which keep them running in all directions. Her hobbies include scrapbooking, retail therapy, travel, and cooking. She has been to countries as far away as Ireland, New Zealand and Australia.Rebecca is excited about the direction West Volusia Wealth Management Group is moving. The different approach the team provides is truly unique to the way most financial advisors do business and she is proud of what they have built. David Llewellyn, AIF® , AWMA®, CRC® 386.259.3781 866.750.3783 [email protected] 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.Identity Theft Protection llewellynwealth.legalshieldassociate.com Christine Bailey Administrative Assistant 386.259.3781 [email protected] 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.