Inaugural DVI Winter Park Shred Event a Success

DVI welcomed Central Florida clients to the Winter Park “shredquarters” for a Fall Clean Out Shred Day in partnership with Shred‑It®, offering secure, on-site document destruction and a relaxed Saturday breakfast experience on October 18.

Clients boxed up and dropped off confidential documents—more than 60 banker boxes in total!—while catching up with the DVI team.

Thanks to the strong turnout and positive feedback, our Winter Park Associates plan to make this much‑needed service a recurring benefit for DVI clients across Central Florida. Stay tuned for future dates!

We appreciate every client who stopped by and made the morning a safe, simple, and community‑focused success.​

Let’s Start the Conversation.

We listen first, then craft custom strategies—grounded in fiduciary discipline and steady guidance—to help your hard-earned wealth reflect what matters most to you. Connect with an Associate to begin.

Financial advisors in meeting reviewing documents at conference table.