Tampa, FL Office

Team
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T. Rowe Price Advisory Services, Inc.

Enterprise

Firm-wide stats for T. Rowe Price Advisory Services, Inc.

Total advisors

529

Across 66 offices

Clients per advisor

26 Very Low

Avg AUM per client

$436,332 Typical

HNW client ratio

0% Very Low

About

T. Rowe Price Advisory Services, Inc. offers the T. Rowe Price Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management with telephone access to a financial advisor supported by an online planning tool. The program generally requires about $250,000 in aggregate investable assets to enroll in planning and the same minimum to open managed accounts, and it delivers point‑in‑time financial plans and annual reviews for enrolled households.

Portfolios are implemented at the household level using model allocations that range roughly from 10% to 100% equity and are invested exclusively in selected T. Rowe Price mutual funds and ETFs; the firm employs asset‑location logic, tax‑aware rebalancing (including minimizing short‑term gains), periodic tactical/opportunistic allocations, and typically uses I‑class shares where available. Financial plans and retirement income projections are produced with Monte Carlo simulations through an interactive online tool, and account management is executed on a discretionary basis once clients enroll and accept the investment proposal.

Several features distinguish TRP Advisory Services from many large enterprise advisers: the firm is registered with the CFTC as a commodity pool operator (an uncommon regulatory posture for firms of this type), it operates from a small office footprint relative to peers and its brochure does not list high‑net‑worth individuals, charitable organizations, or pension/profit‑sharing plans as client types. The Service is also limited to proprietary Price Funds and explicitly does not evaluate or recommend third‑party funds, other advisers, or individual securities, and it requires electronic delivery and electronic signatures as part of enrollment.

Based on T. Rowe Price Advisory Services, Inc.

Expertise

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting

Based on T. Rowe Price Advisory Services, Inc.

Occupation focus

Retired

Based on T. Rowe Price Advisory Services, Inc.

Location

Tampa FL

Advisors at this office

5

Advisors at this office

user avatar

Nolan R

Series 63, Series 66

Tampa, FL

T. Rowe Price Advisory Services, Inc.

Nolan Reagan is a financial advisor at T. Rowe Price Advisory Services, Inc. with 18 years of industry experience. He has been with T. Rowe Price since 2016 and holds Series 63 and Series 66 licenses. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines goals-based financial planning, retirement income planning, and discretionary investment management. The firm serves individual investors and households using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, with a distinctive approach that includes asset-location strategies and tax-aware rebalancing.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Jennifer H

CFP®, Series 66

Tampa, FL

T. Rowe Price Advisory Services, Inc.

Jennifer Hunziker is a CFP® professional with 18 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2026 and previously with T. Rowe Price Investment Services, Inc. from 2007 to 2026. She is co-owner of JJH MARKETING.COM, a business involved in product orders and tax preparation. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations and tax-aware strategies, with financial planning supported by an interactive online tool.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Cynthia G

Series 63, Series 66

Tampa, FL

T. Rowe Price Advisory Services, Inc.

Cynthia Garcia is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her career includes roles at Woodbury Financial Services, Bank of America, Merrill, Raymond James & Associates, and two prior stints at T. Rowe Price. In addition to her advisory work, she works part-time as a travel agent helping clients book vacations and tickets. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in proprietary mutual funds and ETFs, with a goals-based approach supported by online tools and regular financial plan reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Michael B

CFP®, Series 66

Tampa, FL

T. Rowe Price Advisory Services, Inc.

Michael Bruno is a CFP® with 25 years of industry experience, currently serving as a financial advisor at T. Rowe Price Advisory Services, Inc. since 2019. His previous roles include positions at Cetera and Gte Federal Credit Union between 2015 and 2019. T. Rowe Price Advisory Services, Inc. provides the Retirement Advisory Service to individual investors and households, combining nondiscretionary goals-based financial planning, retirement income planning, and discretionary investment management. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, employing asset-location strategies, tax-aware rebalancing, and Monte Carlo simulations to support client financial plans.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
user avatar

Nicole D

Series 63, Series 66

Tampa, FL

T. Rowe Price Advisory Services, Inc.

Nicole Destefano is a financial advisor at T. Rowe Price Advisory Services, Inc. with 13 years of industry experience. She has held roles at T. Rowe Price since 2011, with a two-year period at Morgan Stanley, and holds Series 63 and Series 66 licenses. Outside of her advisory work, she also works as a delivery driver for Uber Eats. T. Rowe Price Advisory Services, Inc. offers a retirement advisory program that combines nondiscretionary financial planning and discretionary investment management for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs and employs tax-aware strategies alongside Monte Carlo–based retirement income projections.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Tax-loss harvesting Retired
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