Premier Private Wealth Management, LLC

Gary Ross is a financial advisor with Premier Private Wealth Management, LLC in Palm Harbor, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Veterans AC & Heat Inc. and multiple investment-related firms. He has a background that includes ownership interests in real estate investment holding companies. Premier Private Wealth Management serves individual and institutional clients with investment and wealth management, financial planning, fiduciary and non-fiduciary retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive investment approach blending active and passive strategies and manages a high client load relative to its advisor count.

Robert Marsh is a financial advisor with Premier Private Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Gulf Coast Advisors, Realta Equities, Realta Investment Advisors, and Waddell & Reed. Marsh serves as a board member of the Greater Palm Harbor Area Chamber of Commerce and the Palm Harbor United Methodist Church Board of Education. Premier Private Wealth Management serves individual and institutional clients, including high net worth and non-HNW individuals, as well as plan sponsors and government clients. The firm employs a tax-aware, cost-sensitive investment approach using a blend of active and passive strategies, discretionary portfolio management, and ongoing rebalancing aligned with client objectives.

Evelyn Brizendine is a Series 65-credentialed advisor at Premier Private Wealth Management, LLC with one year of industry experience. She served in the U.S. Navy and Navy Reserves for a total of 20 years, including a leadership role in the Tampa administrative department. Outside of her advisory work, she owns and manages a competitive cheerleading business. Premier Private Wealth Management serves a diverse client base that includes high net worth individuals, non-HNW clients, and plan sponsors. The firm employs a tax-aware, cost-sensitive investment approach combining active and passive strategies, with discretionary portfolio management and additional services such as retirement plan consulting and professional tax preparation.

Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Premier, she worked in educational roles at St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs tax-aware, cost-sensitive asset allocation with a blend of active and passive strategies, managing portfolios primarily on a discretionary basis.