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At Stokes Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


James A. Stokes, CFP ®

Portfolio Manager

(407) 376-0600

(407) 843-4201

James A. Stokes, CFP® is a Wealth Manager and founder of Stokes Wealth. A native Central Floridian, Jay has 36 years of experience in the wealth management and financial advisory profession. Jay graduated from The University of...

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Marius A. Anuzis

Wealth Advisor

(202) 923-5335

(407) 843-4201

Marius A. Anuzis is a Vice President and Wealth Manager at Stokes Wealth. Marius was born and raised in Lansing, Michigan. He attended Michigan State University’s Broad College of Business, graduating with a bachelor’s...
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Shauna Deans

Executive Assistant

(407) 843-4200

(407) 843-4201