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Maxwell K

Series 66

Tampa, FL

Wealth Advisors of Tampa Bay

Maxwell King is a financial advisor with Wealth Advisors of Tampa Bay, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial and Northwestern Mutual, as well as employment at the University of Tampa and Andrews Building Corp. He is based in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $456.8 million in discretionary assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, with a focus on individualized portfolio management and third-party manager oversight.

Passive / index investing
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Ryan C

Series 66

Tampa, FL

Wealth Advisors of Tampa Bay

Ryan Chard is a financial advisor at Wealth Advisors of Tampa Bay with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2019 and previously at T. Rowe Price Investment Services, Inc. from 2010 to 2019. Outside of advisory work, he has a minor involvement with Trivia Nation. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis for around 241 clients. The firm offers comprehensive portfolio management exclusively through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with quarterly reviews.

Passive / index investing
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William M

Series 63, Series 65

Tampa, FL

Wealth Advisors of Tampa Bay

William Mac Gillivary is a financial advisor at Wealth Advisors of Tampa Bay with Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Ameriprise, Morgan Stanley, USAA Financial Services, and Raymond James. Mac Gillivary also serves as a Petty Officer First Class in the United States Navy. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management through a wrap-fee program and access to LPL-sponsored advisory programs, managing approximately $456.8 million in discretionary client assets.

Passive / index investing
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Robert G

Series 63

Tampa, FL

Wealth Advisors of Tampa Bay

Robert Giles Jr. is a financial advisor with Wealth Advisors of Tampa Bay, holding a Series 63 designation and over 31 years of industry experience. He has been with Wealth Advisors of Tampa Bay and LPL Financial since 2012 and previously worked at Florida Investment Advisors for 16 years. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management through a wrap-fee program and LPL-sponsored advisory programs, managing approximately $457 million in discretionary client assets.

Passive / index investing
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Kimberly O

Series 63, Series 66

Tampa, FL

Wealth Advisors of Tampa Bay

Kimberly Oliver is a financial advisor at Wealth Advisors of Tampa Bay with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise Financial Services, Inc. She is also involved in a family-owned barbecue and catering business. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth clients, trusts, retirement plans, and business entities, managing approximately $457 million in discretionary client assets. The firm offers comprehensive portfolio management through wrap-fee programs and access to LPL-sponsored advisory programs, combining individualized portfolio management with oversight of third-party managers.

Passive / index investing
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Robert G

CFP®, Series 63, Series 65

Tampa, FL

Wealth Advisors of Tampa Bay

Robert Giles III is a CFP® with 22 years of experience in the financial services industry. He has been with Wealth Advisors of Tampa Bay since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he manages a family farm in Tampa, Florida. Wealth Advisors of Tampa Bay serves individuals, trusts, pension and profit-sharing plans, and business entities, managing approximately $400.8 million on a discretionary basis. The firm provides comprehensive portfolio management exclusively through a wrap fee program and offers access to LPL-sponsored advisory programs with a focus on individualized, discretionary management and documented due diligence on third-party managers.

Passive / index investing
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