We are a holistic financial services firm committed to helping you reach toward long-term financial success.
With decades of experience, our team thrives on putting our clients’ needs first. We spend our time getting to know the individuals that walk through our door or give us a call. Our success begins with the people we work with and that starts with putting them first.
Phone: (850) 668-3885
Email: vaughn@poppellfinancial.com
Vaughn is a fourth generation Tallahassean, Certified Public Accountant (CPA) and the owner of Poppell Financial Group, LLC. In his role as an Investment Advisor Representative with Voya Financial Advisors, his passion is helping clients achieve the life they envision by designing and implementing customized strategies designed with their particular picture in mind.
He graduated from Florida State University with a Bachelor of Science degree double majoring in Accounting and Finance and later achieved a Master of Accounting with a concentration in Tax. Vaughn has been serving clients since 1995 and is registered to sell general securities, licensed to sell a variety of insurance products, real estate and give financial advice in many states. He maintains the Series 7, 24, and 66 Securities Registrations and has his Life, Health and Variable Annuity insurance license. Vaughn has also qualified for the American Institute of Certified Public Accountant's Personal Financial Specialist (PFS) designation.
Vaughn is married and has five children, is very active in his church and has provided educational classes at Tallahassee Community College, Florida State University and Rollins College. He is affiliated with the American Institute of Certified Public Accountants and has been on the board of directors for the National Association of Investors Corporation, the Timberlane Church of Christ Preschool and Raintree Village.
Give us a call to set up an appointment.
*Tax and real estate services provided by R. Vaughn Poppell, CPA and Poppell Financial Group, LLC. Voya Financial Advisors does not provide tax and real estate services.
Phone: (407) 574-4994
Email: scott@poppellfinancial.com
Scott has lived in the Central Florida Area since 1985 and is a graduate of the University of Central Florida. He began his career in financial services in 1999 with American Express. He joined Nationwide Financial in 2004 and was part of the pilot program to bring full brokerage services to Nationwide agents. During Scott’s time with Nationwide, his focus turned to helping clients develop their retirement needs through comprehensive financial planning. Scott also began to assist businesses of all sizes assess their retirement needs while managing retirement plans in four different states.
Scott joined the Poppell Financial Group, LLC, in 2018 to continue his career of building relationships with individuals and helping them write their financial story while working with businesses to get the most out of their retirement and benefit services. He services the Central Florida Region, which includes Gainesville, Ocala, Daytona Beach, Orlando, and the Space Coast, from the Lake Mary office.
Scott is an Investment Adviser Representative with Voya Financial Advisors and holds the Series 7, 63, and 65 securities registrations. He is licensed in multiple states to sell general securities as well as life, health, and annuity products.
Al Bunner has been with the firm since April 2011. He has been in the financial services industry since 2007, having previously worked with Edward Jones and Waddell & Reed.
Al is an Investment Advisor Representative with Voya Financial Advisors, Inc. and focuses on the State of Florida Deferred Compensation plan, general securities, insurance products and financial services. He maintains the FINRA Series 7 and 66 securities registrations, and the Florida Life, Health, and Variable Annuity license.
Al services the Tallahassee and eastern panhandle of Florida.
Sheri has been in the financial services industry since 1998 having previously worked for Empower Retirement. She focused on the State of Florida Deferred Compensation Plan which she continues to do today. Sheri also works with Florida State University employees eligible for the Optional Retirement Plan. Sheri services the Tallahassee / Panama City area in all facets.
Sheri holds the FINRA Series 6 and 63 registrations. She also has her Florida Life Insurance and Variable Annuity license.
Sheri resides in Tallahassee with her husband, Frank of 30+ years, and their black lab, Macy.
*Registered representative of, and securities offered through Voya Financial Advisors, Inc. (member SIPC).
Phone: (850) 668-3885
Fax: (850) 668-3891
Email: mary@poppellfinancial.com
Mary Graham joined the financial services industry and the firm in August, 2005. She handles all compliance reporting and back office duties.
Mary also manages the income tax preparation unit having previously worked for H&R Block and Jackson Hewitt.
She maintains the Series 6 and 63 securities registrations, and the Florida Life, Health and Variable Annuity license.
*Registered representative of Voya Financial Advisors, Inc. (member SIPC).
