Viewing: Organization: FPA of Tampa Bay, Affiliation: Board of Directors, End After 12/5/2021, Grace Days: 0
Gardner, Wentworth Macarthur CFP, CRPC, CWS, CRPS
FinLit Tech

Gardner, Wentworth Macarthur CFP, CRPC, CWS, CRPS 10006 Cross Creek Blvd
Tampa, FL 33647
(305) 600 0072

Perez, Jodi B. CFP®, CEPA®
Independent Financial Services, Inc.

Perez, Jodi B. CFP®, CEPA® 20635 Amberfield Dr Ste 102
Land O Lakes, FL 34638
(813) 908 2701

Burkhart, Robert Chase CFP®
CapTrust

Burkhart, Robert Chase CFP® 400 N Tampa St Ste 1800
Tampa, FL 33602
(813) 218 5000

Csenge, Stephen J. CFP®, AIF®
ProVise Management Group

Csenge, Stephen J. CFP®, AIF® 4350 W Cypress St Ste 225
Tampa, FL 33607
(727) 735 5003

Zmistowski, Michael J. CRC®, RFC®
Financial Planning Advisors

Zmistowski, Michael J. CRC®, RFC® 200 S Hoover Blvd Ste 102
Tampa, FL 33609
(813) 679 2822

Michael Zmistowski, Certified Retirement Counselor with the International Foundation for Retirement Education and primary member of Financial Planning & Wealth Management, LLC, has been in private practice for over 30 years. He is a prominent conference speaker known for his energetic speaking style & knowledge in securities, alternatives and insurance/annuities state statutes, FINRA rules, CFP Ethics Standards and NAIC Suitability Regulations.

Heagy, Brad CFP® CDFA
BNY Mellon Wealth Management

Heagy, Brad CFP® CDFA 4488 W Boy Scout Blvd Ste 350
Tampa, FL 33607
(813) 405 1224

Brad is a Wealth Manager who orchestrates all aspects of a client's wealth management picture. He works with clients and families to develop, implement, and manage their investments to fulfill their goals within the context of their comprehensive wealth management plan.

Brad has over 13 years of wealth management experience. Prior to joining BNY Mellon, he worked with a boutique financial planning firm as well as a large Pittsburgh wealth management firm. Most recently he transitioned from the Pittsburg region to our Tampa, Florida office.

Stone, Brian E.
Allianz Life Insurance Company

Stone, Brian E. 1074 Paseo Del Rio NE
Saint Petersburg, FL 33702
(813) 230 9371

Email

Brian is a Regional Vice President, RIA and Institutional Markets within Distribution Development. Brian, with more than 25 years of financial services industry experience, works directly with registered investment advisors (RIAs) to incorporate retirement income planning and insurance solutions within their financial planning process.

Prior to becomig a regional vice president, Brian was a senior wholesaler with Pacific Life, working with independent broker/dealers. He also spet time working at ING and Transamerica, building his knowledge and expertise in fixed and valiable annuities.

Brian is a graduate of University of Missouri - Columbia. He also hold FINRA Series 7 and 63 securities registrations.

Turner, Kimberly L. PhD, CFP, ChFC, CLU, CAP
Retirement Planning Doctors

Turner, Kimberly L. PhD, CFP, ChFC, CLU, CAP 2644 Whittler Brand
Odessa, FL 33556
(321) 961 9932

Brown, Christine P.
FPA of Tampa Bay

Brown, Christine P. 12191 W Linebaugh Ave
Tampa, FL 33626
(813) 814 1630

Email

Christine Brown has been working with estate and financial planning, insurance, investment, and wealth management professionals since 1995. An advocate of high ethical standards in the financial services industry, she has been co-writing and presenting ethics programs since 2005.

Christine began her career at The Ohio State University Campaign. While at Moffitt Cancer Center & Research Institute Foundation, she co-chaired the national ethics committee of the Association of Professional Researchers for Advancement (APRA).

In addition to serving as the Chapter Executive for FPA of Tampa Bay, FPA of Northeast Florida, and FPA of the Suncoast, she also the Executive Director of CFA Society Tampa Bay, and is the Council Executive of the Tampa Bay Estate Planning Council. She holds certifications from Board Source in board consulting and education and is a former Certified Fund Raising Executive.

    Showing 1 - 9 of 9 found (Page 1 of 1)
  FPA of Tampa Bay Directory   ©  2021   FPA of Tampa Bay   |  All Rights Reserved  |   Contacts  |   Contact Form  |   Terms  |   Privacy  |