Advisors at this firm
Christopher D
Series 65
Tampa, FL
BayTrust Wealth Management, LLC
Christopher Drew is a financial advisor at BayTrust Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Advisory Services Network, LLC and J.W. Cole Advisors, Inc. In addition to his advisory roles, he is president and CEO of Drew Capital Group, where he is involved in selling life and annuity products. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, as well as financial planning and educational content. The firm uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and offers a mix of investment options including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.
Nolan H
Series 65
Tampa, FL
BayTrust Wealth Management, LLC
Nolan Hudi is a financial advisor at BayTrust Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Drew Capital Management, as well as held academic positions at the University of South Florida and Texas Christian University. Outside of investment advising, he is also a licensed insurance agent specializing in fixed annuities and life insurance. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm uses a combination of fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, employing a range of investment vehicles including ETFs, equities, fixed income, mutual funds, options, REITs, and annuities.
Chad M
Series 63, Series 65
Tampa, FL
BayTrust Wealth Management, LLC
Chad Mullen is a financial advisor at BayTrust Wealth Management, LLC in Tampa, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Vanguard Group, Lincoln Investment, and Advisory Services Network. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and it also offers financial planning and educational content for clients and prospects.
Mark K
Series 63, Series 65
North Manchester,, IN
BayTrust Wealth Management, LLC
Mark Kissell is a financial advisor with BayTrust Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include over two decades at United Financial Group and three years at Advisory Services Network, LLC. He is also the managing member and owner of United Financial Group, a service company, and works as an independent insurance agent. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients, along with financial planning and educational content. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, utilizing a range of investment products and acting as a fiduciary for retirement accounts.