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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.
Robert G
Series 63
Tampa, FL
Wealth Advisors of Tampa Bay
Robert Giles is a financial advisor at Wealth Advisors of Tampa Bay in Tampa, Florida, with 30 years of industry experience. He holds a Series 63 designation and has been with Wealth Advisors of Tampa Bay and LPL Financial LLC since 2012. Wealth Advisors of Tampa Bay provides investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities, managing over $400 million on a discretionary basis. The firm offers comprehensive portfolio management through a wrap fee program and access to LPL-sponsored advisory programs, focusing on individualized, discretionary management with regular account reviews.
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.
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.
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