Investments

We are proud to partner with Southwest Business Corporation to offer you a full complement of financial services so you can perform all of your business with one institution. Please see the biography’s and product and services sections and start saving today.

Products & Services

You’ve heard it time and time again. The best time to invest in tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing or for adequate insurance coverage. We can help. Whether it is planning for retirement, purchasing the correct type and amount of insurance, buying your dream home, saving for a college fund, or leaving a legacy, Jax Metro Financial Services will help you achieve your goals. Through Jax Metro Financial Services you have access to a full array of investment and insurance products.

Investments

  • Brokerage Services
  • Mutual Funds
  • Annuities
  • Individual and Business Retirement Plans
  • IRAs, Roth IRAs
  • 401(k), 403(b) rollovers
  • College Savings Plans
  • Portfolio Review and Evaluation

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. SWBC Investment Services, LLC is not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.

Insurance

  • Life Insurance (Term, Whole Life, Universal Life)
  • Fixed Annuities
  • Long-Term Care Insurance
  • Disability Insurance

Products offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. SWBC Investment Services, LLC is not affiliated with this institution. Funds should not be considered a deposit of or guaranteed by this institution, may lose value and are not NCUSIF insured.

Check the background of these investment professionals on FINRA’s BrokerCheck.

Life Events

  • Starting out with a new career. Budgeting income, expenses, savings and investments.
  • Protecting your family. Whether you’re getting married or starting a family, it’s a good time to review your savings, investments and insurance needs.
  • Changing Jobs. When you move or change jobs, review your retirement plan options from your past and present employers to ensure they all fit your financial profile.
  • Saving for Retirement. How much income will you need in retirement?
  • Saving for College. With rising education costs, are you investing for that future anticipated need?
  • Transition to Retirement. Make the most of living in retirement while avoiding costly mistakes.
  • Preserving Wealth. Do you plan to pass on your estate to the ones you love. We can show you how!

Team

Dave Rice

David Rice

David Rice joined SWBC Investment Services in 2012 as a Financial Advisor and has served in the financial services industry for over 14 years in Jacksonville Florida.  He earned a Bachelor of Science degree in Marketing from the University of North Carolina at Wilmington. David continually seeks opportunities to improve his community through a variety of civic organizations including the Southside Business Men’s Club. On weekends you are likely to find him spending time with his family or coaching soccer.

Phone:  904-360-5170, Press 2
Email: drice@swbc.com


Della Faulkner

Della Faulkner

Della Faulkner joined SWBC Investment Services in 2007 and has more than 18 years of experience in the financial industry. She is a graduate of Marshall University in Huntington, West Virginia with a degree in Counseling and Rehabilitation.  An avid volunteer in her community, Della has worked with The Players Championship golf tournament for more than 18 years, which gives millions back to the local community. She is currently serving as Chairman of the 16th Hospitality Zone.   A big sports fan, Della has served as Chair and Co-Chair of the Gator Bowl and enjoys playing golf when time permits.

Phone: 904-360-5170, Press 1
Email: dfaulkner@swbc.com

 

Supervisory Office Contact Information:
Chris Davis
SWBC Investment Services, LLC
9311 San Pedro, Suite 600 • San Antonio, TX  78216
(210) 321-7357  Office • (210) 581-1672  Fax
invcompliance@swbc.com

 

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Equal Housing LenderEqual Housing Opportunity NCUAFederally Insured by NCUA
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