Tiffany Rodriguez, Support Advisor
Tiffany brings a strong foundation in client service to InVestra, with experience spanning banking, trading, and wealth management. Known for her warm approach and attention to detail, she supports both clients and advisors in creating personalized, goal-driven financial strategies from our Jacksonville, Florida office.
Tiffany’s interest in finance was sparked at a young age during visits to her local credit union—drawn in by the professionalism and polish of the women behind the counter. That early inspiration led her to earn a Finance degree with a concentration in Real Estate and Urban Land Development from Virginia Commonwealth University.
She began her career as a Part-Time Teller at SunTrust Bank and later held roles at Capital One, Bank of America, Fidelity Investments—where she earned her FINRA Series 7 and 63 licenses—and most recently, BNY Mellon Securities Corp. as a Senior Trader.
Originally from Richmond, Virginia, Tiffany moved to Jacksonville in 2016. In her downtime, she enjoys time with loved ones, traveling, fashion, and relaxing beach days.
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Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.

Tiffany Rodriguez
Support Advisor

Tiffany Rodriguez
Support Advisor
Tiffany Rodriguez, Support Advisor
Tiffany brings a strong foundation in client service to InVestra, with experience spanning banking, trading, and wealth management. Known for her warm approach and attention to detail, she supports both clients and advisors in creating personalized, goal-driven financial strategies from our Jacksonville, Florida office.
Tiffany’s interest in finance was sparked at a young age during visits to her local credit union—drawn in by the professionalism and polish of the women behind the counter. That early inspiration led her to earn a Finance degree with a concentration in Real Estate and Urban Land Development from Virginia Commonwealth University.
She began her career as a Part-Time Teller at SunTrust Bank and later held roles at Capital One, Bank of America, Fidelity Investments—where she earned her FINRA Series 7 and 63 licenses—and most recently, BNY Mellon Securities Corp. as a Senior Trader.
Originally from Richmond, Virginia, Tiffany moved to Jacksonville in 2016. In her downtime, she enjoys time with loved ones, traveling, fashion, and relaxing beach days.
_______________________________________________________________________________________________________________________
Contact Us to find out more about our Financial Management services.
Subscribe to our Complimentary Financial Newsletter.
Click to find out more on our financial planning, asset management, estate, tax and retirement planning. Also view our insurance and risk management services as well as our business services.
Ready to get started?
Click here to begin to build a plan for prosperity, or call 1-833-880-7878.