The new firm has been structured upon the proven-successful hybrid Registered Investment Advisor (RIA) model and will serve Tampa Bay’s working professionals and retirement-minded families and their investment, retirement and insurance needs in an open, client focused environment.
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Wealth Advisors of Tampa Bay have more than 100 years of collective financial industry experience and will contribute to the rising trend of top financial advisory firms seeking independence.
Fenn Giles, president and partner of Wealth Advisors of Tampa Bay said, "The independent model represents freedom not only for us as wealth managers, but more importantly, for our clients. We can now approach the individual wealth management needs of our clients with complete objectivity and transparency. The added variety of tools, resources and technology through our relationship with LPL Financial allows us to drive results and optimize personalized investment strategies."
Roger Martin joins the firm as senior portfolio manager and partner whereas Lori Nadglowski joins as the chief operating officer and partner of Wealth Advisors of Tampa Bay.
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