Broker Check

Team

Here to Provide You the Guidance You Deserve

Here to Provide You the Guidance You Deserve

At Aubry Wealth Management, you'll get a financial partner who really hears you—who listens to your concerns and guides you through them, so you can make the best financial choices. Working together, we'll design a flexible plan tailored to your life and your needs. And as your priorities change, we will be there every step of the way, adjusting your plan to keep your goals on track.

Our approach allows us to leverage our indepence and expertise, so we can deliver solutions and strategies you can feel confident in.

Meet Our Team

JP Aubry, CRES

Founder / Wealth Management Advisor

407-790-7466

JP@aubrywealth.com

JP Aubry is the Founder and CEO of Aubry Wealth Management, an independent financial advisory firm dedicated to guiding individuals through critical financial decisions as they prepare for and live throughout their retirement years. 

Valuing integrity, JP’s practice is centered on putting the needs of his member’s first above all else. He understands that not only is the financial landscape ever-changing, but personal circumstances change as well. Therefore, he believes it is important for individuals to be guided throughout the retirement and investment planning process so they can feel confident about the strategies they have put in place. He is the Chief Investment Officer and Investment Advisor Representative of Aubry Wealth Advisory, a Registered Investment Advisor, and is a licensed life and health insurance professional in the state of Florida. JP is also a Market Guard®-equipped advisor, helping empower clients with the highest probability of investment success, while helping to protect their investments along the way.

Before founding Aubry Wealth Management, he spent years working for some of the largest financial services firms in the country. As a result, JP has gained invaluable experience in the following areas: retirement income planning, asset protection strategies, investment management, and insurance planning. In his spare time, JP participates in volunteer community service, enjoys spending time with family and friends, plays soccer and is an avid health and fitness enthusiast.

Vicky Taggart

Member Services Manager

407-790-7466

Vicky@aubrywealth.com

Vicky Taggart is the Member Services Manager of Aubry Wealth Management. Vicky is responsible for overseeing the day-to-day operations, executing company events, scheduling appointments, and helping members navigate their accounts. Prior to her position at Aubry Wealth Management, Vicky worked at a financial services firm helping State of Florida employees as they retired and exited DROP. In addition, she helped plan, execute, and present hundreds of educational seminars. Vicky takes pride in skillfully and efficiently managing our valued member’s accounts in an ethical and utmost professional way. She is passionate about helping people and maintaining relationships.

Vicky is a lifelong Florida resident licensed in both Life Insurance and General Lines, and when she isn’t busy assisting our valued members, she enjoys spending time with her family. Her hobbies include CrossFit and kickball.