Financial Data Solutions

John S. Gill, President

Prior to joining with his wife to create Financial Data Solutions, John spent 5 years with Back Office Support Service (BOSS) as the division manager of the Web Based Products division.  This division managed data for Optima IAS and MorningStar Advisor Workstation clients.  John also acted as a consultant to Intuit advising them on their PortfolioMinder software.

John joined BOSS from TD Waterhouse/Jack White & Company where he had been the Institutional Marketing Manager and had helped develop their Separate Account Program.

A graduate of San Diego State University with a BS in Business Administration/Finance, John was in the commercial property & casualty insurace business prior to getting into the securities business.

Melanie M. Gill, Secretary/Treasurer

After 12 years operating as Supreme Office Services, Melanie rolled her clientelle into Financial Data Solutions to combine resorces with John.

Melanie has developed expertise in working with a wide variety of general business clients including: retail clothing, internet service, food service, surfboard manufacturing, architure, and entertainment businesses.

A graduate of the University of Missouri, Columbia, with a B.S. in Business Adminstration, Melanie spent 15 years in the property & casualty industry in human resources. 

FDS adds to their staff in 2012

Jim Duvall

Jim is originally from St. Louis, MO where he earned his BA in Music from Missouri Baptist University. Upon completion of his BA, he moved to New Orleans to pursue his degrees in music: Master of Vocal Performance, Master of Piano Performance, Master of Church Music w/a concentration in Accompanying. Because of his 20+ years in the worship arts ministry, he was requested to join the teaching faculty at Charleston Southern University in Charleston, SC where he taught Church Music for 5 years. Wanting to be near the mountains, Jim later moved to Denver, CO, working in the retail industry as a store manager for a nationwide company. Most recently, he has relocated to Southern California to join Financial Data Solutions.

Some of Jim’s past accomplishments include:

·         Most Valuable Professional (MVP) for Microsoft Corporation

·      President of National Keyboard Symposium 2003 - 2004

·      Continuing Education Consultant for Louisiana, Virginia, South Carolina

·      Peer trainer in technology for Microsoft Office modules, Blackboard, and Online Adult Education

·      Consistently maintained balanced budgets up to as large as $2M 

Who We Are

John and Melanie fell in love with San Diego after growing up in different cities.  It has been a great place to raise our two sons who are both now college graduates and employed locally.

John enjoys San Diego's beaches for surfing, walking, biking and photograpy.  And, snow skiing is just 3 hours away.

Melanie gets in her walks on the beach or the neighborhood and joins John skiing.  She is also very active in the local Presbyterian church.

When you are in town, please make time for us to connect with you at lunch or dinner.

Our Business Model

Our goal is to provide excellent dedicated personal service on a daily basis to a select group of clients whose businesses we get to know intimately.  We are growing very nicely from personal and industry referrals and have found that these sources refer us prospects who they respect and believe that we will enjoy working with.

We truly look for relationships where we can make a client's business more viable over the long haul and where we will mutually enjoy and profit from our interactions. 

We look forward to adding YOU to our business family.