Investment & Financial Management Vero Beach, Florida

 

finance and financial management Florida

In 1977, with four green notebooks on a kitchen table, $600,000 in assets, and a vision to create a better investment experience, Kenneth M. Ligon II and Ronald J. Jaffe, M.D. founded Professional Advisory Services, Inc. (PASI). Built on a foundation of integrity and personalized service, PASI has grown to become one of the largest independent money management firms in Florida with clients in over 32 states and assets under management in excess of $1.2 billion at 2024 year-end. Today, PASl remains a family-run business with the second generation of Ligons and Jaffes at the helm continuing the traditions upon which the firm was built.

 

 

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