Belline Bonaparte
Financial Associate
(904) 296-0402
Belline is passionate about bringing peace of mind to people, families, and business owners with financial services and products that fit their needs. In 2021, Belline was a Next Generation alumna of Leadership Jacksonville, where she embraced the program's mission of "fostering ethical leaders dedicated to community involvement and trusteeship." Belline's interest in financial literacy was sparked as a result of her involvement in Leadership Jacksonville and other community outreach programs.
Belline is a proud graduate of the University of North Florida (SWOOP!), with a Bachelor of Science degree from the School of Social Work and a Master's degree in Business Administration.
Beyond her academic and professional endeavors, Belline enjoys spending time with her dog, Ace. She also enjoys Pilates, spending time with friends and family, exploring nature trails, and gardening.
Belline is insurance licensed in Florida.
Bert Livingston
Senior Financial Associate
(904) 296-0402
Bert Livingston is a registered representative and investment adviser representative of Equity Services, Inc. Bert offers securities in FL and is insurance licensed in FL.
Curtis James Jr.
Managing Partner
Curtis James, Jr. has been in the Financial Services Industry since 2011 and is Founding and Managing Partner for Gravity Financial (www.gravfin.com). His passion is two-fold:
Helping individuals, families, and business owners reach their personal and financial goals, and making sure that they are financially literate in the areas of insurance and retirement planning.
Introducing this amazing career to as many people as possible.
In 2015, Curtis was recognized by the National Association of Insurance and Financial Advisors as a Top 40 Under 40 Advisor in the state of Florida. He has served on the Board for the Florida Chapter of the National Association of Insurance and Financial Advisors and is a Past President for the NE Florida Chapter of the National Association of Insurance and Financial Advisors. In addition, Curtis has achieved numerous MDRT qualifications. MDRT is an international organization representing an elite level of financial professionals. Curtis attended the University of Alabama at Birmingham where he was awarded the AG Gaston and Presidential Minority Scholarships. He graduated with a Bachelor of Science Degree from the School of Business.
Curtis is active in his community through various charitable, industry, and civic organizations.
During his free time, Curtis enjoys spending time with his family, reading, playing golf, and is a huge sports fan (Roll Tide!!).
Curtis and his family currently reside in Jacksonville, FL.
*Based on sales.
Curtis James, Jr. offers securities in the following states: AL, FL, GA, IL, MD, MO, NV, SC, VA and is insurance licensed in FL.
Danny Soud
Senior Financial Associate
(904) 296-0402
Danny Soud is a registered representative and investment adviser representative of Equity Services, Inc. Danny offers securities in AL, FL, GA, IA, MD, VA, and is insurance licensed in FL, GA.
Leonard Lawrence
Financial Associate
I am committed to providing comprehensive financial services to individuals, families, and business owners. I get excited when I meet my clients and start the process of getting to know them. I work closely with my clients to develop appropriate recommendations and implement specific strategies that will help make their goals a reality.
Ove time, I build trust with my clients by listening to their financial needs and aspirations. Based on my understanding of those needs and objectives, I work with my team to develop financial strategies that align with their goals.
Outside of my work, I enjoy cooking, reading, spending time with family and various sports including fishing and golfing.
Rodney Cooper
Junior Partner
Rodney is an Investment Adviser Representative and investment advisory services are offered
solely by ESI Financial Advisors. Rodney is also insurance licensed in FL.
Romairo Reese
Financial Associate
Romairo Reese offers securities in the following states: AL, FL, GA, NC and is insurance licensed in FL.
Russell Jackson
Financial Associate
(904) 296-0402
Russell entered the Financial Services Industry in 2018 after a successful career in Retail Management. Prior to that, Russell proudly served as an Engineer in the United States Military.
Russell's focus areas include risk management and insurance planning, retirement planning, and helping businesses and families preserve and transfer wealth.
Russell has received numerous accolades including MDRT membership*, which is an international organization representing an elite level of financial professionals.
Community engagement and leadership is important to Russell, as he's active in his church, has served on numerous boards and is active in several philanthropic endeavors.
Russell attended Jacksonville University, where he obtained a Bachelor of Science Degree in Business. He also has a Masters in Business Administration (MBA) from Webster University.
* Based on sales
Russell Jackson is a Registered Representative of Equity Services, Inc. Securities are offered solely by Equity Services, Inc., Member FINRA/SIPC. Gravity Financial is independent of Equity Services, Inc.
Russell offers securities in Florida and is insurance licensed in Florida.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.