WHO WE ARE
We are a financial advisory firm based in the Florida Keys. Using our combined knowledge of over 30 years we have founded Ongoing Wealth Management in order to offer a personalized financial service.
ABOUT US
The Story Behind Ongoing Wealth Management
OUR MISSION
Our mission is to help you efficiently manage your cash flow, investment assets and liabilities, and through disciplined portfolio management strategy and execution, help grow your wealth for your family’s financial well-being.
David Wilson
CEO & FINANCIAL ADVISOR
Dave Wilson has a long history in the financial industry, starting as a bank teller at The Seamen's Bank for Savings while he was in school at The Kent School in Connecticut and Ohio Wesleyan University, where he received a Bachelor of Arts in English with a minor in finance. After completing his Master of Fine Arts program at the University of Arizona, Dave returned to New York and worked at First Fidelity Security Group, an investment bank specializing in municipal bond underwriting in Newark, New Jersey. He then moved to the Florida Keys and became a Financial Advisor with American Express Financial Advisors, which became Ameriprise Financial Advisors in 2006. As a franchise owner and manager, Dave remained with the company until July 2022, when he left to become CEO at Ongoing Wealth Management with Charles Schwab & Co as custodian.
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WHO WE ARE
Meet Your
Advisors
Manny received his Bachelor of Arts from Florida State University and began his career in the financial industry by selling insurance with AIG then went to California with RJ Reynolds, where he worked for nine years until 2015 when he returned to the Florida Keys and obtained his Series 7, Series 66, and Life, Health, & Variable Annuities licenses. Manny joined Ameriprise as an associate financial advisor in 2015 with the Ongoing Financial Advisory Group. Manny was appointed COO and CFO of OWM LLC, Ongoing Wealth Management with Charles Schwab & Co as custodian in July of 2022.
Manuel Navarro
COO & FINANCIAL ADVISOR
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THE PROCESS
How It Works
Preparing for
the Unexpected
Building Wealth
Cash Flow Analysis
Leaving a Legacy
