North Florida Business Center
The North Florida Business Center is a group of local offices representing Principal® in the Jacksonville, Gainesville, and Melbourne areas of Florida. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent Principal with integrity and professionalism.
Working with us
If you’re interested in working with us as an advisor, we’ll provide you a professional and supportive environment that helps you build your knowledge and skills. Learn more about what it’s like to work with us and meet our management team.
See our office locations & advisors
If you’re looking for a financial services product, we can help you find a local financial professional at Principal® to discuss your financial needs, as well as purchase life insurance, annuities, securities and investments.
See a list of advisors in the North Florida area to contact one directly.
Do you want to make a difference and help others solve problems? We do too. That’s why we want to talk to you about your future with Principal. Whether you’re just getting started or ready to move your business in a new direction, we’ve got your back.
An inclusive culture and tools to build your career
The one thing we have in common is that each of us is different. That’s why we seek diversity in the people we hire. Our inclusion extends to the way we do business with a flexible work culture. That may mean you want to focus on a specific market, be a solo practitioner or join a team. No matter what you choose, we’re here to give you the right tools to build your confidence and help you succeed.
Meet the management team
Now that you know a little about our business center, we’d like to tell you about the amazing folks you’ll be working with.
R. Daryl Holton, CLU®, ChFC® - Regional Managing Director
As a Regional Managing Director, Daryl is responsible for building a dynamic environment focused on helping community partners, financial advisors and benefit firms enhance their collective potential. As a graduate of Jacksonville University, Daryl Joined the Principal in 1986 as an advisor and was promoted to a leadership role in 1991. Daryl is active within the industry as a member of the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, GAMA International and is passionate about his family (wife Cathy, daughters Rachel and Caitlin and son-in-laws Scott and Christian), his Riverside/Avondale community, Florida State Seminoles and Jacksonville Jaguars football.
Jason R. Sanders, MBA - Managing Director
As Managing Director, Jason actively recruits new and experienced financial professionals to the firm, and works with all our financial representatives focusing on their professional development. Jason joined the leadership team in 2015 and has been in the industry since 2009. He is married to Sally with two children and loves spending time outdoors and watching FSU and Jacksonville Jaguars Football.
Lawrence D. Smith, CLU®, ChFC® - Development Director
Larry is responsible for the professional development of our advisors in the North Florida Business Center. Larry first joined Principal in 1995 and in his current position as Development Director utilizes his knowledge and experience to mentor all of our advisors, assisting them on joint field work and case preparation. Larry enjoys spending time with his family and is an enthusiastic and passionate runner.
Shirley A. Cody - Operations Manager
Shirley Cody brings many years of experience in the financial services industry since joining the Principal in 1977. As Operations Manager, Shirley oversees the daily operations of the business center, leads and directs our administrative staff, supports our management team in onboarding and development of new associates, and strives to ensure all clients and representatives of the business center receive a high level of assistance and service. As a native of Jacksonville, Shirley and her husband are active in the community and enjoy spending time with family and friends.
Lori G. Scott - Sr. Marketing Coordinator
Lori joined Principal in 2004 and provides pre-sale and post-sale administrative and marketing support to some of our top financial advisors as Senior Marketing Coordinator. Lori has had the privilege of living in several places across the country while her husband, Tim, served in the United States Army. They have one son, Brandon, who is married and currently serving in the Army.
Heidi Calahan - Sales Support Specialist
Although Heidi is the newest member of our team, she joined the Principal in 2015 as Sales Support Specialist and brought 20 years of banking experience and 12 years of experience in Geological and Environmental Services. Heidi works with our financial representatives processing new business and assisting with client services. Heidi enjoys baking and running and is passionate about her family (a daughter who resides in St. Petersburg, Florida and a son who is currently pursuing a military career).
Interested in meeting with an advisor near you? Great! Check the list below to see who's available in your area and learn more.
7077 Bonneval Road, Suite 380
Jacksonville, Florida 32216-6055
4881 NW 8th Ave
Gainesville, FL 32605
1900 S. Harbor City Boulevard, Suite 217
Melbourne, FL 32901-4901
The financial professionals of the North Florida Business Center are licensed in AL, AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA and WI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advice.
This site is not a solicitation of interest in any of these products in any other state.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.
* Advisors marketing under DBA are not an affiliate of any company of the Principal Financial Group®.
Important Consumer Information: The North Florida Business Center Financial Professionals of Principal Securities may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator.
The Financial Professionals of Principal Securities are licensed in a number of states to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities and advisory registered in a number of states This site is not a solicitation of interest in any of these products in any other state.
Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.