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David Vaughan Investments

David Vaughan Investments

DVI is an investment advisory firm with locations in Peoria, Illinois and Winter Park, Florida. As of September 30, 2021, DVI had total assets under advisement of $4.3 billion. In the fall of 2017, DVI established a new partnership with Morton Community Bank, a $4.9 billion independently owned community bank headquartered in Central Illinois. For more than 40 years, DVI has provided superior asset management services and wealth management solutions to highnetworth individual and institutional investors. DVI employs a "Quiet Quality" approach to investment management: people of integrity, acting in their clients' best interests... helping them plan for the future, protect what they have worked so hard to attain, and prosper today and for generations to come.

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About David Vaughan Investments

Founded

1977

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Industry

Investment Management

Location

City

Winter Park

State

Florida

Country

United States

Tech Stack (27)

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