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Press Releases

CNBC Ranks David Vaughan Investments No. 33 out of Top 100 Financial Advisory Firms

Submitted by David Vaughan Investments, LLC on November 27th, 2020

November 20, 2020

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David Vaughan Investments Announces James Sinclair’s Retirement & Several Associate Advancements

Submitted by David Vaughan Investments, LLC on August 19th, 2020

August 20, 2020

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David Vaughan Investments Announces New Relationship Manager & Appointment of Officers

Submitted by David Vaughan Investments, LLC on June 20th, 2018

June 21, 2018

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David Vaughan Investments Names Kevin Schoeplein to their Board

Submitted by David Vaughan Investments, LLC on April 19th, 2018

April 16, 2018

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David Vaughan Investments and Morton Community Bank Establish New Partnership

Submitted by David Vaughan Investments, LLC on June 14th, 2017

June 15, 2017

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David Vaughan Investments Opens New Florida Office

Submitted by David Vaughan Investments, LLC on June 7th, 2017

June 7, 2017

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  • Winter Park

DVI Names Pierce Timko as New Portfolio Manager

Submitted by David Vaughan Investments, LLC on November 17th, 2016

November 17, 2016

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  • Winter Park

DVI Names Michael DeWalt to their Board of Directors

Submitted by David Vaughan Investments, LLC on August 3rd, 2016

April 26, 2016

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DVI Names Steve Hinrichs, CFA as New Director of Investment Research

Submitted by David Vaughan Investments, LLC on October 1st, 2015

October 30, 2015

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DVI Names Maggie Bilby (nee Rogers) as New Relationship Manager

Submitted by David Vaughan Investments, LLC on August 1st, 2015

September 1, 2015

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5823 N. Forest Park Drive
Peoria, IL 61614-3500
P: 309-685-0033
F: 309-685-3665
E: dvi@dviinc.com
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399 Carolina Avenue, Suite 110
Winter Park, FL 32789-3150
P: 407-622-5133
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David Vaughan Investments, LLC is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. DVI was established in 1977 as a sole proprietorship, restructured into an S Corporation in 1991, and recently merged into a new Delaware LLC in September of 2017. The information provided on the DVI web site is intended solely for the purpose of supplying general background information on the firm and the investment counseling services it provides. DVI does not use this resource as a means of facilitating securities transactions or providing personalized investment advice. DVI and its representatives may only conduct business in those states which it has met all regulatory requirements. Therefore, no follow-up will be made by the firm with a prospective client until DVI's compliance officer has reviewed the regulatory consequences of soliciting new business within that state.

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