FROM A SINGLE OFFICE TO A MARKET LEADER
COMPANYESSENTIALS
CBV’s Three Uniques are:
· Velocity
· Growth
· Financial Advantage
CBV’s Three Core Values remain:
· Committed
· Competitive
· Innovative
CBV’s Core Focus remains:
· Improving a great industry.
CBV’s Niche is:
· The company that offers the best path for growth and career success through multiple proprietary agent support programs.
NARRATIVE
Pete Dalton entered the real estate industry as a licensed salesman, for a multi-office company in January, 1973. He worked as a salesperson throughout that year, completed 104 transactions and was the #1 salesperson in units in the Jacksonville Board of Realtors.
He became the branch manager for the same firm and led one of the few successful offices during the economic downturn.
In 1975 he opened his own firm, First Realty Group Inc, a group of 1, that morphed into a threeway partnership with another manager from his initial firm, and a broker with four offices and a real estate school
In 1977 Dalton, along with the other partner from the same brokerage, left the three-way partnership, and along with the head of the Urban Land Economics Department at the University of North Florida, formed Vanguard Realty Inc. and Florida Real Estate Institute. By 1980, Dalton had purchased the interest of the other partners and was the sole owner of Vanguard Realty Inc., which he remains today
In 1981, Vanguard became a franchisee of Better Homes & Gardens. From 1981 through 1997, the firm grew to include 3 north Florida offices and 3 offices in the Florida Keys, titled Schwartz Property Sales Inc. The combined volume of both entities was approximately $260,000,000.
In 2002, sensing large swings in the real estate market and a diminished competitive position for his firm, Dalton wrote a new business model he termed Business Without Boundaries or BWB. The model correctly anticipated the market and the company grew to a 2005 volume of $980,000,000, with 15 “Resource Centers” in north Florida and 7 offices in the Florida Keys, which made it the second largest company in north Florida and the Florida Keys.
in 2004 Better Homes & Gardens sold to GMAC Real Estate and the Vanguard companies became GMAC brokerages. At the end of the franchise agreement with GMAC, in 2009, Dalton joined Leading Real Estate Companies of the World.
In 2010 he purchased the north Florida Coldwell Banker franchise and the assets of what had been Devonshire, and prior to that Walter Williams Real Estate, and at the same time converted his Keys offices to Century 21 In 2012 he sold his Keys operation to his managers He remains a Coldwell Banker franchisee, whose franchise agreement ends in 2030.
Vanguard Realty had its best production year in 2023, with a volume of over $1,400,000,000. In 2025 that volume had been reduced to $980,000,000 and the firm currently ranks #5 in the north Florida market In addition to Vanguard Realty Inc , Dalton also owns Vanguard Central Florida Inc., which is the majority stockholder of 2 LLCs, Coldwell Banker Vanguard Edge and Coldwell Banker Vanguard Lilfestyle.
The central Florida LLCs obtains services from the north Florida operation. Edge has become a profitable office in Tavares. Lifestyle, with a principal office in The Villages, has purchased a Leesburg, FL office and signed a lease to open a new office in The Villages The operation has grown to approximately 45 agents and $110,000,000 of volume. Expectations for 2026 are $150,000,000 in volume and 60+ agents.
Since 2024, Vanguard has written business plans titled “The Way Forward”. These annual plans recognize the difficulty of operating a traditional business model in a market dominated by high split/low service brokerages In addition to eXp, LPT, and the Real, we compete with large single office brokerage models that cap their agents at a total of a $5000 annual contribution.
Since a stunning agent and financial loss in 2024, a smaller agent loss and $750,000 loss in 2025, the firm has revamped itself and is again on an upswing. Year to date we are increasing size and quality of the sales force and managed an operating profit in March, 2026 for each of the three entities While increasing agent count and production, the company has downsized its overall square footage by an excess of 8000 square feet and reduced its operating costs by nearly $1,000,000, while leveraging key marketing programs including an alliance with Zillow.
The companies are presently comprised of:
· 7 Market Centers, larger managed offices
· 5 Market Hubs, smaller unmanaged offices
· Relocation Department
· Property Management (Rental Gurus)
· Marketing Department (ConnectU/Concierge Service)
· Transaction Management Department
· Commercial Department
· Standard operations and accounting departments
The companies market a new value proposition through a program we titled Total Agent that is designed to change the dialogue from “splits” to “career success”. The key focuses of Total Agent are program and accountability, with One A Day being a major component in talent attraction and agent development.
OPERATING SCENARIOS
THEWAYFORWARD-TOTALAGENT
CBVFWRD’26 is the 2026 CBV operating plan. CBVFWRD26 contains modifications to our Uniques, Focus, Niche and Target Market while maintaining our Core Values. Additionally, CBVFWRD’26 identifies TOTAL AGENT as our central agent support and reporting program and value proposition.
Total Agent is the program behind CBVFWRD26, it is the philosophy, programs, and branding that place CBV in a different category than other agencies.Total Agent provides value, programs, and services that other agencies cannot provide. Total Agent has the vision, product, reporting, and ability to measure results necessary to develop successful agents, build successful offices, and lead the industry.
Total Agent brings together all CBV/VCF agent offerings. Total Agent is easily definable, is comprised of three components, is readily explainable, and is marketable as superior to programs offered by other agencies.
Focusing on Total Agent and how each agent can benefit from engaging in a portion of the program gives each Sales manager a way, along with the Total Agent Success Report, to determine the progress that is being made in their office.
CBVFWDʼ26implementationrequirestheSalesManagerto:
Master5SalestoaListingthroughInsiderView
ApplyOneADay
UnderstandanduseTPP
Implementournewtalentattractionassets
BrokerKit
Relitix
IncorporateFinancialAdvantagebyincorporatingthe REMLOplan
WealthBuilder(NQDCplan)
TAF123
ImplementtheInternetLeadsProgram ThroughVCF ThroughRelo
ImplementtheTotalAgentSuccessReporttoreflectourprogram
Execute,“NeedtoKnowˮ,ourback-officereferenceprogram
InstituteourCareerDevelopment/Educationprogram
CreateaninternaladoptioncalendarandprocessforTotalAgent
PromoteourGlobalLuxuryProgram
PromoteourCommercialDepartmentprogram
PromoteourRentalGurusprogram
PromotebothReloandILPleadgenerationprograms
AddvaluetoboththeClubandPartnerprograms
ProgramReview
Programsthatdonotneedtobealteredinanysignificantwayinclude:
·Back-officedataentry(TPP)
·Back-officeaccounting(Darwin)
·Back-officemarketingmaterialdelivery(TPP)
·Agentonboarding(MacroModus)
·AgentICAcontracts(ICAandAddenda)
·ClientConnect(AgentPromotion)
·InsiderView(ListingProcurementandPromotion)
·OneADay(AgentActivityOrganization)
·AnnualAwards
·ClubBenefits
·NeedtoKnow
Programsthatneedadditionalattentionin2026includes:
·SalesRallies
·Objectives/agenda
·Site
·Budget
·Reporting
·TotalAgentSuccessReport
·Financials
·CareerDevelopmentefforts
·FocusonindividualproductsandprogramsofferedbyCBV
·DelivertoalargenumberofCBVagentssimultaneously
·Supportprogramdeliverywithmaterialsinthesalesofficespriortothesession
·
As appropriate, support with workshops or homework after the session
Promote to the sales team via multiple media to increase agent awareness.
Familiarize the SALES MANAGERs prior to training the agents
Talent Attraction Programs
Marketing initiatives. Real estate brokerages are “slotted” into different business models by agents. CBV needs to be slotted as career/agent oriented as well as innovative.
Create, cultivate, and control CBV’s narrative through a consistent digital and email marketing program.
Achieve consistent messaging, both internally and externally
We approach this with:
Email, predominantly ineffective, but consistently in the agent marketplace
Targetable digital ads
We will engage in these ads through April ‘26, if we are successful in talent attraction, we will continue the program. If not, we will reduce our spend and look for other media.
We will rely primarily on testimonials from agents because they earn the highest ratings.
Ads will direct recipients to our testimonial agent or our new website promoting Total Agent.
Sales manager engagement programs
Sales managers will run
Tell A Friend
Tell A Friend 123 (TAF123)
Other programs developed either by CBV or the Sales Manager, with approval from Kingsley
Program reporting will be through
Tell A Friend Board
Tell A Friend Report
Total Agent Success Report
By operating a defined and set agent development program, through Total Agent, our focus in 2026 is meeting talent attraction goals. Each Sales Manager has a talent attraction goal; the expectation is that the goal will be met.
TARGETMARKET
Although CBV accepts agents who show promise, but do not fit into one of our target markets, we will use our marketing efforts to reach the following Target Markets.
Primary. Venture and QA Agents who are newer to the business but who have received the basic training necessary to complete real estate transactions. These are agents whose production is below the $4,000,000 hiring floor
Primary. Reboot Agents are agents who do not qualify as VIP Agents, but who in the preceding 18 months would have qualified as VIP/Partner agents. They need to show motivation to improve their production but need a restart.
Primary Successful, experienced, full-time real estate agents who produce in excess of $4,000,000 of closed volume annually. Partner/CBVip’s (BWB or Advantage) Associates.
The advantages of newer to the business agents over Club or Partner agents are: We maintain a more profitable commission percentage. Newer to the industry agents tend to bring enthusiasm to the office. Newer agents are not set in their ways; they are more likely to assimilate in to Total Agent and use it to grow their career.
When new agents succeed, especially if they come from another brokerage, they understand that CBV is a major portion of that success.
Secondary. Although the Sales managers’ focus should be on agents who are newer to the business and show signs of succeeding, the Sales manager may also place a “new to the industry” agent into the CBV Mentor Program.
All agents who have not achieved the $4,000,000 standard must meet our criteria of: Delivering our seller value proposition (Insider View) within 3 weeks of onboarding Engaging with One A Day within 30 days of joining
New to the industry agents can only join our team as PTMs or as Mentored Agents. If the agent is not being mentored, the agent must join the PTM program. While PTM’s are encouraged to attend company training, it is the PTL’s job to take responsibility for the growth and success of the PTM. We do hold PTLs contractually accountable for the actions of their PTMs.
MENTORPROGRAM
Mentor Agents are hired at the discretion of the Sales manager on a 50/50 split, with an additional 20% commission from the CBV portion of the commission, paid to the mentor. The agent must stay in the Mentor Program for a minimum of 4 transactions, with at least 1 of them being a listing.
Prior to entering an agent into the Mentor Program, the Sales manager must designate a mentor(s) and have this person approved by the CEO or COO.
The mentor must:
Be preselected by the Sales manager and be willing to assist the new agent
Be preapproved by the CEO or the COO
Have either Club or Partner level agent production
May only have one mentee at a time
Use the CBV two-step listing process, with “blue box delivery”
Use the Insider View presentation and be capable of making the “5 sales to a listing”
Be familiar with and positive about both One A Day and, if the mentee is going to participate, the Internet Leads Program
Be willing to take the mentee on the majority of appointments obtained by the mentor
Be willing to go on appointments arranged by the mentee
Assist the mentee in all facets of conducting business including but not limited to:
Accessing the MLS
Preparing valuation documents
Preparing purchase documents
Either managing the closing process or using the CBV Transaction Management department to manage the business
The menteemust
Be willing to attend the mentor’s listing and showing appointments
Be willing to assist the mentor in other duties including, but not limited to:
Document preparations
Meeting interested parties at for sale listings
Scheduling and holding open houses
Sign and lockbox delivery and recovery
Be willing to attend Association sponsored education to learn the basics of the industry.
Pete Dalton CEO
President & CEO Vanguard Companies
President Vanguard Realty Inc
CEO Vanguard Central Florida
CEO Vanguard Edge
CEO Vanguard Lifestyle
CEO Rental Gurus
Mona Gardella COO
COO Vanguard Realty Inc
COO Vanguard Central Florida Duties
Oversee the management team for CBV
Sales Offices
CGB Department
TC Department
Operations Manager
Education Program
REMLO
Wealth Builder
Brenda Taylor CMO
CMO Vanguard Realty Inc
CMO Vanguard Central Florida Duties
VIP Onboard new agents who either qualify as Club Members or Partners
Work with Club Members and Partners to develop Business/Marketing plans that will advance the agents business and create value for CBV/VCF
Work with/research for Senior Management projects
VCF Marketing integration
Supervise Manager Connect U
Lori Frye Controller
ControllerVanguardRealtyInc
ControllerVanguardCentralFlorida
ControllerLLCs
Duties
a Handlethedailyoperationsoftheaccountingdepartment,including Invoicingagents
Paymentofcommissions
Paymentoftradeaccounts
b.Reconcileallescrowaccounts
c PreparemonthlyP&LsforCBV,bydepartment
d RemitCBfranchiseandroyaltypayments
Stephanie Bolden
Operations Manager - Vanguard Realty Inc
Duties
a Ensure the smooth operation of all company facilities except ConnectU
Staffing
Office conditions
Equipment
Office supplies
b Plan meetings and events
d Oversee HR for CBV and VCF
e OverseeCBVCaresaccounting D E P A R T M E N T M A N A G E M E N T
c Supervise OSAs and Admins for CBV
e Oversee compliance for FREC and corporate issues
f Liaise with Coldwell Banker staff
g Procure and maintain company policies and procedures
h Engage and educate all new to CBV agents about the department and programs and participate in GBO
i Compile and distribute management reports, including Total Agent
Natalie Williams
Concierge Service Operations Director
Duties
a Ensure the smooth running of CU by providing agreed upon job definitions for each employee at CU
b Oversee the operations of Zillow Media Experts
c Oversee facilitation of Showcase
d Ensure agent requests, within the confines of the program, are promptly addressed
e Ensure proper invoicing of all costs to agents, offices and company
f Work to develop new products as requested
g Supply requested reports (invoicing, usage, etc ) to management, as requested
h Engage and educate all new to CBV agents about the department and programs and participate in GBO
i. Audit the Showcase and ZMX account for accurate invoicing
D E P A R T M E N T
Michael Daugustinis
Commercial Department Director
Duties
a Provide excellent learning opportunities and team building exercises
b Promote company or CB sponsored programs and products to assist agents in growing their business
c Recruit new agents to the program
d Work on special projects as requested by Executive Management
Yessi Divovic Digital Marketing Specialist
Duties
1 Promote CBV, VCF, and Total Agent internally and externally using email, social media, and digital advertising
2 Drive prospects to the CBV website and pass these leads on to the COO for distribution to the SMs
3 Lead the development of the website and brand launch for Total Agent
4 CBV/VCF Recruiting and retention, via social media
5 Provide corporate MOXI website assistance
6 Update and maintain all manager’s MOXI sites
7 Update and maintain CBVhomesearch com management
CENTRAL FLORIDA NORTHEAST FLORIDA
Kim Knapp Office Manager, Fleming Island and Oakleaf
Kim Knapp has spent her entire career with Vanguard Realty, beginning in 2000. That year, Knapp was named "Rookie of the Year" and "Top Producer," selling $6 million in real estate. Over the course of her sales career, Knapp had consistently high sales volumes in excess of $30,000,000 annually, and was always the top producing sales agent west of the St. Johns River. She is known in the market for her professionalism, helpful, caring commitment to excellence.
As a founder of the Jacksonville REBar Camp, Knapp has been responsible for bringing top flight education to NEFAR and presently serves as president of the Jacksonville MLS, as well as on the Board of Directors for NEFAR. Her speaking career has led her to become one of the most requested speakers in the prestigious CRS program, speaking at numerous state conventions and the NAR National Convention. Kim serves the real estate community on state and national levels through the professional development committee.
Kim Knapp was installed as the 2026 President of the Northeast Florida Association of Realtors (NEFAR) in January 2026. She leads the association with a focus on integrity and stewardship, overseeing over 11,000 members.
Knapp is a firm believer the real estate community has a responsibility to be the voice of the home owner at the federal level. She does this by serving as an RPAC Presidents Circle Major Investor, and makes personal visits to legislators on the Hill in Washington, DC. Knapp also served on the Clay County Charter Review commission, volunteers at her church, and serves on various boards in the community.
Knapp's enthusiasm, common sense approach and systems orientation help the Fleming Island, Oakleaf and Keystone Heights agents achieve their sales.
FLEMINGISLAND
What was once a sleepy community with limited housing and residents is now one of Clay County’s shining jewels. Coldwell Banker Vanguard Fleming Island is truly representative of the growth this Jacksonville suburb has experienced over the last decade. Planned communities and waterfront (river, lake, creeks) properties are prevalent, as are excellent schools, shopping, and dining establishments. Our Fleming Island agents have extensive knowledge and experience of the growing area, and are also active members of the community, serving on nonprofit boards, volunteering for charitable events, and participating in community activities. If it’s Clay County you’re interested in, the Fleming Island office is the one you need.
4371 Highway 17, #101
Fleming Island, FL 32003
Office Manager: Kim Knapp Agent Count: 96
FLEMINGISLAND
Average Home Value: $438,000 range
Median Sold Price: $400,000 – $435,000 range (recent 2026 sales trends)
Market insight:
Market has slightly softened year-over-year
Still a mid-to-upper price point for Northeast Florida
Typical listings cluster around $440K–$460K
CommunityProfile
Type of Area: Suburban / master-planned style community
Predominantly owner-occupied single-family homes
Known for golf course communities, waterfront access, and strong schools
KeyBusinesses&EconomicDrivers
HCA Florida Fleming Island Hospital – Major healthcare employer
Publix Supermarket at Fleming Island – Primary grocery anchor
Fleming Island and Eagle Harbor Golf Clubs – Lifestyle + recreation driver
AMC Fleming Island 12 – Entertainment hub
Orange Park Mall – Regional retail draw nearby
NAS Jacksonville – Major employment/military influence
Leslie Johnson Office Manager, St. Johns
Leslie Johnson comes to the St. Johns office with over 18 Years of residential real estate experience. She prides herself on the real estate accomplishments she has achieved working throughout Northeast Florida. During her travels and long car rides she was proud to have forged lasting bonds with customers while assisting families during one of the largest events in their lives.
Moving to the Jacksonville area in 2002 from Fairfield, CT, Leslie brings over 20 years of Business Management and Development, Marketing, Leadership, and Training to the plate. Honing her skills by working for a custom home builder in Naples, Florida at the Audubon Golf and Country Club, then becoming Director of Retail and Corporate Sales for a multi-million-dollar mail order company, setting up retail stores throughout the country. Real estate was always intertwined and not far from her mind.
In 2004, Leslie began her real estate career with another Brokerage in NE Florida, then 6 years later joined Coldwell Banker Vanguard and never looked back. Her sales increased, her knowledge increased, and her passion grew. She is bringing 18 years of real estate experience to share with current and new agents. Leslie is looking forward to continuing to grow the Coldwell Banker Vanguard culture and values in the St John's office
ST.JOHNS
The St. Johns area is one of the fastest-growing and most desirable residential corridors in Northeast Florida. Located just south of Jacksonville, it has transformed into a premier destination for relocation buyers, families, and luxury move-up clients seeking newer homes, strong schools, and a high quality of life. Located on County Road 210 in north St. John's County, Coldwell Banker Vanguard St. John's agents are established professionals who understand the dynamic growth in the area, from planned communities to new construction.
105 Nature Walk Parkway, Suite 110 St. Augustine, FL 32092
Office Manager: Leslie Johnson Agent Count: 47
HOMEPRICES:
Average Home Value: $520,000 – $525,000 range
Median Sold Price: $500,000 – $515,000 range
MarketInsight:
One of the highest-priced and fastest-growing counties in Northeast Florida
Strong demand driven by top-rated schools and new construction
Continued influx of relocation buyers (especially from out of state)
Suburban / master-planned luxury growth corridor
Mix of new construction communities, golf course neighborhoods, and gated luxury enclaves highly desirable for families and executive-level buyers
CommunityProfile:
Top-ranked St. Johns County School District (major driver)
Strong appreciation trends historically
High quality of life with newer infrastructure
KeyBusinesses&EconomicDrivers:
St. Johns County School District – Primary demand driver
Baptist Health – Healthcare employment
Durbin Park – Major retail & dining hub
Multiple Golf course commuinties
Proximity to Jacksonville financial and logistics sectors
Income Commission
$3,815,179.39 Cost of Sales $3,272,580.60
$542,598.79
David Israel Office Manager, Avondale
David Israel is a Jacksonville native with extensive knowledge of Northeast Florida He has spent his entire real estate career with Coldwell Banker Vanguard Realty, beginning in 2019, and takes great pride in growing within the Vanguard Realty family. Prior to real estate, David spent about a decade in the finance industry, where he earned a strong reputation for analytical thinking, organization, and delivering exceptional customer service.
With over six years of real estate experience, David is dedicated to supporting agents and customers alike through guidance, strategy, and relationship-building. His combined background in finance and real estate allows him to approach every situation with professionalism, attention to detail, and a genuine passion for helping others succeed. David values strong connections within the office and the community, always prioritizing service, communication, and collaboration in every interaction. In his free time, David enjoys being with family and friends, attending concerts, sporting events, and local festivals.
He also has a strong love for travel whether by road, air, or water and enjoys exploring destinations both across the country and around the world. More recently, David has developed a passion for podcasting as another creative outlet.
AVONDALE
A premier brokerage in a premier community! That’s Coldwell Banker Vanguard Realty Avondale. Located in the heart of the historic Avondale shopping district, our Avondale office is home to a collaborative group of established agents with deep expertise in Jacksonville’s most iconic neighborhoods. With a strong understanding of historic homes, architecture, and the unique character of Riverside and Avondale, our agents bring both knowledge and passion to every client experience. Stop by our office to discover the rich history of the area, explore its timeless homes, and connect with professionals who are proud to be part of a community shaped by remarkable residents and enduring charm.
3610 St. Johns Avenue
Jacksonville, FL 32205
Office Manager: David Israel Agent count: 20
HomePrices:
Average Home Value: $425,000 – $475,000 range (varies widely based on historic renovation level and proximity to river)
Median Sold Price: $400,000 – $450,000 range
MarketInsight:
Prices vary significantly due to historic homes vs renovated luxury properties Market has softened slightly, with some homes selling below list price
Strong demand remains for:
Fully renovated historic homes
Properties near St. Johns River Limited inventory keeps values relatively stable
CommunityProfile:
Historic urban neighborhood
Walkable, mixed-use community
Blend of bungalows, Tudor, Colonial, and riverfront estates
KeyBusinesses&EconomicDrivers
Jacksonville’s broader economy supports Avondale through: A diversified economy including finance, healthcare, logistics, and tech Major employers like:
Fidelity National Financial CSX Corporation
Saint Vincents Hospital
Strong population and job growth supporting housing demand Income Commission
$1,193,800.46 Cost of Sales $996,485.05 Gross Profit $1,973,145.41 Expenses Total
Alexandra Haralambakis Office Manager, Ponte Vedra Beach
With over two decades of experience in luxury real estate sales, marketing, and leadership, Alex brings a deep passion for growth, coaching, and agent development to her role as Manager of Coldwell Banker Vanguard’s Ponte Vedra – Beaches office location.
Prior to joining Coldwell Banker, Alex spent the majority of her career with Sotheby’s International Realty, where she earned a reputation as a top producer and an intuitive sales strategist with a heart for mentorship. During her tenure, she led a highperforming team in the competitive Chicago market, seamlessly blending luxury market expertise with a consultative, people-first leadership style. Her track record includes multi-million-dollar sales portfolios, dynamic recruiting efforts, and spearheading agent retention initiatives all grounded in her commitment to relationship-driven growth. As a proud member of the Anywhere Real Estate Inc. network throughout her career, Alex sees her transition to Coldwell Banker as a natural evolution continuing to champion excellence within the same global family of real estate brands.
Alex is focused on cultivating a collaborative, high-energy environment where agents feel empowered to build their best business. Whether she’s coaching new talent or helping seasoned professionals hit new milestones, she thrives on unlocking potential and driving results with warmth, strategy, and a little sparkle along the way.
Outside of work, Alex enjoys life with her husband and two daughters. As a family, they embrace all things beach life and recently added tennis to their list of shared passions
PONTEVEDRABEACHOFFICE
Luxury is synonymous with the Beaches lifestyle—and at the Coldwell Banker Vanguard Beaches office, we deliver both at the highest level. Situated in one of Northeast Florida’s most sought-after coastal markets, our office specializes in representing exceptional properties that capture the essence of oceanfront living.
Whether you’re searching for a breathtaking oceanfront estate in one of Florida’s most prestigious zip codes, or a refined coastal retreat tucked within an exclusive gated community, our certified Coldwell Banker Global Luxury agents bring the expertise, discretion, and marketing power required to deliver results. From expansive waterfront residences to architecturally distinctive homes, we understand the nuances that define true luxury.
240 Ponte Vedra Park Drive, #100
Ponte Vedra Beach, FL 32082
Office Manager: Alexandra Haralambakis
Agent count: 23
PONTEVEDRA
HomePrices
Average Home Value: $785,000 – $800,000 range
Median Sold Price: $860,000 – $900,000 range
MarketInsight
Market has shifted to a more balanced, strategic environment (not the frenzy of prior years)
Homes are typically selling at 95% of list price, with most going under asking Days on market: 60–90 days, reflecting more thoughtful buyer decision-making Inventory has increased, creating more competition among listings
CommunityProfile
Coastal luxury / resort-style living
Gated, golf course, and waterfront communities
Mix of primary residences and second homes
KeyBusiness&EconomicDrivers
TPC Sawgrass / PGA Tour Headquarters
Mayo Clinic (Jacksonville)
Baptist Health System
Ponte Vedra Inn & Club / Lodge & Club
St. Johns Town Center (nearby) Income Commission
$2,172,788.95 Cost of Sales $1,881,361.93 Gross Profit $291,427.02 Expenses Total $508,876.96
David Willis Office Manager, Town Center/Nocatee
David Willis is a proven Leader and Business Growth Strategist with more than 20 years of experience helping real estate professionals achieve breakthrough success. He is known for coaching, mentoring, and building environments where ambitious agents thrive.
As of September 29, 2025, David serves as Broker Manager for Coldwell Banker Vanguard’s Town Center and Nocatee offices in Florida. In this role, he focuses on equipping agents with the training, tools, and accountability needed to increase production, grow market share, and build sustainable careers. His hands-on leadership aligns agent development with overall business growth.
Previously, David led Keller Williams Innovate, overseeing seven South Carolina offices and more than 250 agents, driving 1,700 annual closings and $630 million in sales volume. He implemented coaching programs and training initiatives that delivered consistent double-digit productivity growth.
A former U S Marine, David brings a disciplined, mission-driven approach to leadership, supported by a Master of Arts in Legal Studies and a Bachelor’s degree in Business Management David’s purpose is simple: to inspire, coach, and equip agents to achieve more than they thought possible while building high-performing, growth-driven offices.
TOWNCENTER
Coldwell Banker Vanguard Town Center is a dynamic and diverse office made up of experienced, compassionate professionals who truly understand the many layers and nuances of Northeast Florida’s real estate market. From the beaches to the suburbs to the urban core, our agents bring deep local knowledge and a client-first mindset to every transaction.
Strategically located in the heart of Jacksonville’s thriving Town Center corridor, our office is positioned at the intersection of lifestyle, convenience, and economic growth. This central location allows our agents to seamlessly serve buyers and sellers across multiple markets, including St. Johns, the Beaches, Southside, and surrounding communities.
7741 Point Meadows Drive, #101
Jacksonville, FL 32256
Office Manager: David Willis Agent count: 44
HomePrices
Average Home Value: $350,000 – $420,000 range (varies widely by condos vs single-family)
Median Sold Price: ~$300,000 – $375,000 range
MarketInsight
Market has shifted toward a more balanced / buyer-influenced environment
Prices have softened slightly in 2026, improving affordability
Homes are taking longer to sell (60–70 days avg)
Inventory has increased, giving buyers more choices and leverage
CommunityProfile
Urban / suburban hybrid
High-density residential and mixed-use Condos, townhomes, apartments, and newer single-family communities KeyBusiness&EconomicDrivers
$211,316.50
$427,077.13
$426,308.19
$768.94
Income $122,823.94
Expense $433,798.58
$ (310,196.70)
RELOCATIONDEPARTMENT
JessBookstore ManagerCompanyGeneratedBusiness DirectorInternetLeadsProgram
When it comes to relocation, Jess Bookstore knows all the right moves, and it’s easy to see why.
Jess started with the Coldwell Banker Relocation Department in 2005. Since then, she’s held every position in the department, giving her a depth and breadth of knowledge that’s virtually unmatched. She recently added to her already impressive skill set by earning her Florida real estate license. She loves working with her colleagues and other agents at CBV and it shows.
When Jess isn’t keeping the relocation department running like a well-oiled machine, she enjoys reading, hitting the beach, and cheering on the Jacksonville Jaguars and Georgia Bulldogs. She also takes any chance she gets to spend time with her son, a Mass Communications Specialist in the US Navy.
Duties
1. Oversee the smooth placement of relocation requests from parties seeking to use CBV/VCFs services
2. Oversee the smooth placement of relocation requests from CBV/VCF agents seeking to place referrals
3. Monitor the performance of agents in the program and ensure that CBV attains Platinum status annually and Dynamic Rotation success for each reporting period
4. Seek additional sources of incoming referrals/oversee Anywhere Leads program
5. Train CBV/VCF agents to coordinate with department requirements. Engage and educate all new to CBV agents about the department and program and participate in GBO
6 Meet budget
7 Create the Internet Leads Program (ILP) by assembling an ILP team of CBV agents
8 Develop the ILP by holding monthly Zoom meetings with participating agents
9. Bring new agents onto the team
10. Maintain the active roster
11. Monitor agent productivity and remove unsuccessful agents from the team
12. Meet production goals as established by management
13. Expand the program into other markets not presently serviced by CBV or VCF
14. Compile reports as required by management
15. Participate in company training as requested
$113,456.47
RENTAL-GURUS
ShelleyFarmer
I’m a 9th generation Floridian originally from the St. Petersburg area. I moved to Northeast Florida in 2003 where I later received my Bachelor’s Degree from the University of North Florida. In 2009 I began my career in Property Management managing multifamily apartment communities I managed communities as large as 300 homes, alongside a team of 7 employees. Throughout my career I opened several new construction communities, quickly getting them fully occupied.
I also facilitated several sales of apartment communities. I received Property Manager of the year award from both WRH Realty and the First Coast Apartment Association. Now in Real Estate full time, I truly enjoy working with my customers and all of their real estate needs.
My goals for my customers are to reduce stress during one of the most stressful times of their lives, limit their liability and do my best to protect their interests. My husband, Josh, and I have been together since 2005. We currently live in Fleming Island with our 2 beautiful boys, Liam, who loves to play t-ball, and Aidan, who is always right behind him
TRANSACTIONMANAGEMENT
EmilyTopoulos
TransactionCoordinatorDepartmentDirector
Growing up in a military family as the daughter of a now-retired U.S. Navy sailor, Emily experienced life in many places before her family ultimately put down roots in Jacksonville, Florida, in 2010. That sense of transition and adaptability shaped her appreciation for what “home” truly means. Today, that meaning is centered around her own family: her husband, her son, and their fur babies.
Emily began her professional career in sales before transitioning into real estate in 2018. She joined Coldwell Banker Vanguard Realty as a Transaction Coordinator, where she built her expertise from the ground up. She is known for maintaining structure in fast-paced environments while ensuring each transaction progresses smoothly from start to finish.
Emily finds the most fulfillment in seeing a transaction come together and knowing she played a role in helping families reach an important milestone. Outside of work, she values time at home with her family, whether that means relaxing together or tending to her garden and making the most of the moments that matter most.
Duties
1 Provide an exemplary transaction management service, encompassing both pending sales and listings, for all CBV/VCF agents
2. Ensure the smooth running of the department
3. Enroll additional agents into the TM program
4. Assist in the development and adoption of TPP
5. Engage and educate all new to CBV agents about the department and program and participate in GBO
6. Meet budget
(18,367.02)
