Financial Advisor
Current
Mar 2020 - Present
AeroLeads people directory · profile
William Frith Email & Phone Number
Financial Advisor
at
J.D. Mellberg Financial
1 work email found
@jacksonville.nef.com
3 phones found area 904
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
St Augustine, Florida, United States
Who is William Frith? Overview
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Quick answer
William Frith is listed as Financial Advisor at J.D. Mellberg Financial, based in St Augustine, Florida, United States. AeroLeads shows a work email signal at jacksonville.nef.com, phone signal with area code 904, and a matched LinkedIn profile for William Frith.
William Frith previously worked as Vice President - Agency Sales / Recruiting Director at Securian Financial Group - Capital Financial Strategies and Managing Associate at New England Financial. William Frith holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of North Florida.
Company email context
Email format at J.D. Mellberg Financial
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{first_initial}{last}@jacksonville.nef.com
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AeroLeads found 1 current-domain work email signal for William Frith. Compare company email patterns before reaching out.
Profile bio
About William Frith
With over 20 years of experience in the financial services industry, I am passionate about helping clients achieve their financial goals and dreams. As a Financial Advisor at JD Mellberg Financial, I provide customized solutions for retirement income planning, investments, insurance, and small business development.My core competencies include financial advisory, retirement income planning, annuity knowledge, sales and recruiting, and securities regulation. I hold an MBA from the University of North Florida as well as an BA in Economics form the University of Florida and have multiple certifications and licenses in the financial field. I am also recognized as the firm's retirement income specialist, thanks to my previous work experience and extensive annuity knowledge. I enjoy working with a team of dedicated and talented professionals, yet always willing to learn from others.
Listed skills include Financial Advisory, Mutual Funds, Series 63, Series 7, and 14 others.
Current workplace
William Frith's current company
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6 roles · 25 years
William Frith work experience
A career timeline built from the work history available for this profile.
Vice President - Agency Sales / Recruiting Director
As the Agency Sales & Recruiting Director, key responsibilities include recruiting, training and helping new and experienced Financial Advisors within the firm. Additionally responsible for growing and maintaining a personal book of business by helping new and existing clients with all aspects of Financial Planning including, investments, insurance.
Apr 2015 - Mar 2020
Managing Associate
Registered Principal whose role is to recruit, manage and teach Financial Advisors. Currently manage 16 Advisors and am building own book of business too. New England Financial's parent company is MetLife and the company's focus is on financial planning, protection and investment solutions.New England Financial is the registered mark for New England Life.
May 2009 - Mar 2015
North Florida Annuity Wholesaler - Rvp
Aig Sunamerica
Wholesaled VA's to the Wirehouse Channel (Merrill Lynch, Smith Barney, Morgan Stanley, UBS, Wachovia.
Jan 2008 - May 2009
Avp Annuity Sales Desk
Managed a successful team of Internal Annuity Specialists, our team was responsible for assisting in the sale of over 6 billion dollars of annuity sales on an annual basis.
2004 - 2007
~3 yrs
Financial Advisor
Built book of retail client business by assisting clients with investments, retirement planning and insurance solutions.
2001 - 2004
~3 yrs
2 education records
William Frith education
Master Of Business Administration (Mba), Business Administration And Management, General
University Of North Florida
Ba, Business
University Of Florida
FAQ
Frequently asked questions about William Frith
Quick answers generated from the profile data available on this page.
What company does William Frith work for?
William Frith works for J.D. Mellberg Financial.
What is William Frith's role at J.D. Mellberg Financial?
William Frith is listed as Financial Advisor at J.D. Mellberg Financial.
What is William Frith's email address?
AeroLeads has found 1 work email signal at @jacksonville.nef.com for William Frith at J.D. Mellberg Financial.
What is William Frith's phone number?
AeroLeads has found 3 phone signal(s) with area code 904 for William Frith at J.D. Mellberg Financial.
Where is William Frith based?
William Frith is based in St Augustine, Florida, United States while working with J.D. Mellberg Financial.
What companies has William Frith worked for?
William Frith has worked for J.D. Mellberg Financial, Securian Financial Group - Capital Financial Strategies, New England Financial, Aig Sunamerica, and Merrill Lynch.
How can I contact William Frith?
You can use AeroLeads to view verified contact signals for William Frith at J.D. Mellberg Financial, including work email, phone, and LinkedIn data when available.
What schools did William Frith attend?
William Frith holds Master Of Business Administration (Mba), Business Administration And Management, General from University Of North Florida.
What skills is William Frith known for?
William Frith is listed with skills including Financial Advisory, Mutual Funds, Series 63, Series 7, 401K, Retirement Planning, Life Insurance, and Investments.
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