Top general tax planning financial advisors in Clearwater, FL

Steven Zerbarini is a financial advisor with Atlantis Wealth Advisors LLC in Dunedin, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Atlantis Wealth Advisors since 2018 and has longstanding roles at Sower Realty, Inc. and Sower Wealth, LLC, where he is involved in tax preparation and insurance sales alongside his advisory work. Atlantis Wealth Advisors provides financial planning, asset management, and consulting services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm employs a combination of proprietary strategies and third-party managers, using both top-down and bottom-up investment approaches across multiple teams and offices.

Craig Koller is a Certified Financial Planner® with over 33 years of experience in the financial services industry. He is affiliated with Independent Financial Partners and has held previous roles at LPL Financial and IFP Securities, LLC. His background includes operating Koller Wealth Management, Inc., a business associated with his LPL activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm's decentralized model allows advisors to set individualized investment strategies while offering centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Nicole Chamberlain is a financial advisor at Chronos Wealth Management, L.L.C. in Clearwater, FL, with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 23 years. Chamberlain is also a licensed independent insurance agent. Chronos Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and business entities. The firm employs a variety of analytical methods and focuses on long-term trading strategies across multiple asset classes, including U.S. large-cap equities, mutual funds, fixed income, and alternative investments.

Megan Martinez is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has been with Merrill and Bank of America N.A. since 2019. Prior to that, she worked at Cascle Inc. and Applied Technology Resources, among other roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Benjamin Clark is a CFP® with three years of industry experience, currently associated with Simplicity Wealth. He also founded Clark Wealth LLC, where he has been involved since 2022, focusing on wholesale insurance sales. Prior to his current roles, Clark worked at Universal Financial Consultants and Southeast Personnel Leasing. Simplicity Wealth serves a diverse client base that includes individual and high-net-worth investors, retirement plans, corporate and institutional clients, and financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and combines advisory services with technology and operational support for other advisers through a turnkey asset management program.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.