Filling a Wealth Management Gap in Central Florida

Our second home in Winter Park Florida began when a client relocated to the area. He noticed a gap between the high level of service and results he was receiving with DVI, and the experience his colleagues were having with other firms. As our business grew, so did our team. Our Florida location is seamlessly connected to DVI leadership, our suite of tools and resources, and our risk management philosophy when building and managing investment and wealth strategies.

There’s a Team Behind Every DVI Team Member

DVI is not one person. Our clients come to understand that although they may interact with particular team members more than others, there is a multi-disciplinary team of professionals hard at work for them, collaborating each and every day on their behalf.

Meet the Team

Fiduciary from the Start

Our founder, David Vaughan, created DVI 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community members grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.

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Giving Back and Building up Our Winter Park Community

DVI has been an integral part of the Winter Park community for over 20 years. Getting involved and helping the organizations that make our home a better place to live, work and enjoy is at the heart of our culture at DVI.

Fiduciary from the Start

Our founder, David Vaughan, created DVI 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.

Explore Services