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Daryl Place is the Relationship Manager for Financial Harvest Wealth Advisors. Since 2012, Daryl has served clients with consistent and timely communications, event coordination, education offerings, and public relations. Clients often report that her warm delivery and her conscientiousness inspired by her accounting background always grant them peace of mind.
A Florida native, Daryl earned a Bachelor of Science in accounting from Florida State University and a Master’s in professional accounting from the University of Texas at Austin.
Daryl’s husband, Alex, was a pilot in the Marine Corps, and the couple spent the first four years of their marriage living in Orange County, California. When their tour of duty was over, they returned to Florida to start their family and eventually settled in Winter Park.
Daryl and her husband became Financial Harvest clients in 2010. “We were grateful for the creative solutions and coherent plan David and Katie developed for us,” Daryl said.
“Financial Harvest’s evidence-based investment philosophy made perfect sense to me. Due to his engineering background, David’s linear and thorough approach truly aligned with how I think.”
Client Philosophy
“I’m passionate about helping couples and families gain peace of mind.
“Couples often come to our office for the first time as they are facing retirement, and they are anxious. The idea of no longer working and drawing income from their savings can be scary. After we’ve worked with them for several months and have developed a plan, it’s as if they exhale and start to embrace the next phase of their life. Seeing them feel comfortable, purposeful, and at peace is rewarding.
“It is important to me that our clients feel understood and cared for. I’m always trying to develop new ways to add value to what we do for our clients and meet their needs. It’s all about trying to go a little above and letting them know we have their back and are invested in their well-being.”
Education
- Florida State, Tallahassee, Florida, B.S. Accounting, 1989
- University of Texas at Austin, Austin, Texas, M.S. Professional Accounting, 1990
Employment
- Financial Harvest Wealth Advisors, Winter Park, Florida 2012 to Present
- Outback Steakhouse, Tampa, Florida, Accounting Manager, 1995-96
- Deloitte and Touche, Orange County, California, Tax Department
Personal
“I enjoy exercising, traveling with my family, reading, and serving through the First Presbyterian Church of Orlando.
“We have lived in Winter Park since 1999 and raised our three sons here. We are grateful for our wonderful community and can’t imagine living anywhere else.”
