Lois Bratkovich works as an independent agent for Namey Financial Group in Jacksonville, Florida. She describes the most enjoyable aspect of her work as "assisting clients in creating personal wealth strategies that include stability, flexibility, and purpose." Details and follow-through make the difference for her and her clients, creating what she describes as "joy in the journey."
Lois is a registered representative and an investment advisor representative of LPL Financial. She holds the FINRA Series 7 and 63 Securities registrations with LPL Financial, and is a licensed Life, Health, and Variable Annuities Insurance Agent, as well as Certified Financial Planner®. She enjoys the challenge of bringing structure and organizational guidelines to the dreams and goals of clients. As a wealth advisor, mother, and former home-school teacher, Lois recognizes the need to be trustworthy, knowledgeable, and responsive. This is the attitude that hallmarks her career.
Lois also does voluntary work at First Coast Women’s Service and the Church of Eleven22. She and her husband of almost 50 years, have 7 children and 11 grandchildren, all of whom are great blessing and joy to her life.”