Federmann Financial Advisors Inc.

Anthony Visintin is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc. in Tampa, FL, where he has worked since 2020. He has four years of industry experience and prior work history includes roles at Greggs Landscaping, Synergy Storage Group, and Saint Leo University. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of investment strategies across bonds, mutual funds, and ETFs, and offers additional services including in-house tax preparation and consolidated reporting through the eMoney platform.

Lisa Kelly is a CFP® and PFS™ credentialed advisor at Federmann Financial Advisors Inc. with four years of industry experience. She has been a licensed CPA since 2011 and has been affiliated with Federmann Financial Advisors since 2006. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies across bonds, mutual funds, and ETFs, and provides in-house tax preparation services through its CPA and enrolled agent.

Ashley White is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc., bringing one year of industry experience. Prior to joining Federmann Financial Advisors in 2022, White worked five years at Coastline Wealth Management and spent six years at North Country Limousine. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of long-term, short-term, and trading strategies across bonds, mutual funds, and ETFs, and offers in-house tax preparation services through its CPA and enrolled agent.