Tampa, FL 1715 N Westshore Blvd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

20

Of 10,209 advisors across 5,115 offices

Location

1715 N Westshore Blvd Suite 260

Tampa FL 33607

Advisors at this office

20

Advisors at this office

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Todd D

CFP®, Series 66

Tampa, FL

Cetera

Todd Davies is a CFP® with 18 years of industry experience, currently advising at Cetera since 2021. He previously worked at Fidelity Brokerage Services LLC and Morgan Stanley in both private banking and Smith Barney divisions. Outside of his advisory role, he serves on the Board of Trustees for Seminole Heights UMC, assisting with church building maintenance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse program options including model portfolios, third-party manager selections, and bespoke strategies, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matt S

Series 63, Series 66

Tampa, FL

Cetera

Matt Schommer is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Ameriprise Financial Services, Mass Mutual Investors Services, and MSI Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey K

CFP®, Series 63

Tampa, FL

Cetera

Jeffrey Kutchmire is a CFP®-certified financial advisor with 37 years of industry experience, currently practicing at Cetera since 2019. Prior to joining Cetera, he worked at Foresters Financial for 30 years. He is also a 25% owner of the John Kutchmire Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliated third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jean Pierre E

CFP®, Series 63, Series 65

Tampa, FL

Cetera

Jean Pierre Eugene is a CFP® professional with 16 years of industry experience, currently with Cetera since 2019. His prior experience includes roles at Foresters Financial and Foresters Advisory Services. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement various model portfolios and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles D

Series 63, Series 65

Tampa, FL

Cetera

Charles Damico is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. His outside business activities include operating Blessed Wealth, LLC. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Drew C

Series 66

Tampa, FL

Cetera

Drew Catanese is a financial advisor with Cetera holding a Series 66 license and 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Waddell & Reed. He is the author of "A Pathway to Financial Independence for Young Adults." Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through various program platforms and investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeremy R

Series 63, Series 65

Tampa, FL

Cetera

Jeremy Richard is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Cetera and its affiliates since 2019 and has prior experience at Foresters Financial Services, Mutual of Omaha, and Royal Neighbors. Outside of his advisory work, he owns an apiary farm where he produces and sells honey. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alec B

Series 63, Series 65

Tampa, FL

Cetera

Alec Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Cetera and its affiliate firms since 2023 and has prior experience in logistics and lending sectors. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sean M

Series 66

Tampa, FL

Cetera

Sean Mainwaring is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Edward Jones and experience at several insurance agencies. He serves on the advisory board of the Junior League of Tampa Bay and is a fundraising committee member for Habitat for Humanity Tampa Bay. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Sharon G

Series 63, Series 65

Tampa, FL

Cetera

Sharon Gwozdz is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. Her prior experience includes 12 years at Foresters Financial before joining Cetera in 2019. She has a power of attorney role for her father, Casimir Gwozdz. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jeffrey V

Series 63, Series 65

Tampa, FL

Cetera

Jeffrey Voehl is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and affiliated firms since 2013. He is based in Tampa, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tablo W

Series 63, Series 65

Tampa, FL

Cetera

Tablo Wright is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2016, as well as Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Natasha P

Series 63, Series 65

Tampa, FL

Cetera

Natasha Plumlee is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 65 designations. Her career includes roles at MassMutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mark P

Series 63, Series 65

Tampa, FL

Cetera

Mark Phillips is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long tenures at Foresters Financial and Foresters Advisory Services, as well as work with Humana since 2013. Outside of advising, he is involved with Humana Dental Plans. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize various portfolio management strategies and programs across discretionary and non-discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nathan O

Series 66

Tampa, FL

Cetera

Nathan Ouellette is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His background includes six years of service in the United States Air Force. He has been with Cetera and its affiliate since 2021. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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