Daryl Place is Relationship Manager for Financial Harvest Wealth Advisors in Winter Park, Florida. Since 2012, Daryl has been serving clients with consistent and timely communications, coordinating events, education offerings and public relations. Clients often report that her warmth of delivery, coupled with her conscientiousness due to her accounting background, always grants them peace of mind.
Clients often report that her warmth of delivery coupled with her conscientiousness due to her accounting background always grants them peace of mind.
A Florida native, Daryl earned a Bachelor of Science degree in Accounting from Florida State University and a Master in Professional Accounting from the University of Texas at Austin.
Daryl’s husband, Alex, was a pilot in the Marine Corps and they spent the first four years of their marriage living in Orange County, California. When their tour of duty was over, they returned to the Florida to start their family and eventually settled in Winter Park.
“We were grateful for the creative solutions and coherent plan David and Katie developed for us,” Daryl said. Daryl and her husband became Financial Harvest clients in 2010.
“Financial Harvest’s evidence-based investment philosophy made perfect sense to me. David’s linear and thorough approach due to his engineering background, truly aligned with the way I think.”
I’m passionate about helping couples and families gain peace of mind.
Couples often come to our office for the first time as they are facing retirement and they are anxious. The idea of no longer working, and drawing income from their savings can be scary. After we've worked with them for several months and have developed a plan, it's as if they exhale and start to embrace the next phase of their life. It is rewarding to see them feeling comfortable, purposeful and at peace.
It is important to me that our clients feel understood and cared for. I’m always trying to come up with new ways to add value to what we do for our clients, and to meet their needs.
It’s all about trying to go a little above and letting them know we have their back, and that we are invested in their well-being.
- Florida State, Tallahassee, Florida, B.S. Accounting, 1989
- University of Texas at Austin, Austin, Texas, M.S. Professional Accounting, 1990
- Financial Harvest Wealth Advisors, Winter Park, Florida 2012 to Present
- Outback Steakhouse, Tampa, Florida, Accounting Manager, 1995-96
- Deloitte and Touche, Orange County, California, Tax Department
I enjoy running, traveling with my family, reading, and serving through First United Methodist Church of Winter Park.
We have lived in Winter Park for 21 years, raised our three sons here and we can’t imagine living anywhere else.