Tampa, FL Office

Team
Updated today

Client AUM

$257,179,879

Clients

772

Advisors

3

Of 94 advisors across 40 offices

HNW client ratio

Location

3903 Northdale Blvd, Suite 290 E

Tampa FL 33624

Advisors at this office

3

Advisors at this office

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Adam L

Series 63, Series 65

Tampa, FL

W&S BROKERAGE Services, Inc.

Adam Locascio is a financial advisor with W&S Brokerage Services, Inc. in Tampa, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. His career includes roles at Western & Southern Life, Cetera Advisors, and Waddell & Reed Inc. He also works as a full-time sales agent for Western Southern Life. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers the W&S Wealth Solutions wrap-fee asset allocation program. The firm serves individual clients as well as retirement and benefit plans, using a model-based, discretionary investment approach with sub-advisory support from Fort Washington Investment Advisors.

ESG / Sustainable investing Tax-loss harvesting
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Derrick E

Series 63, Series 65

Tampa, FL

W&S BROKERAGE Services, Inc.

Derrick Edmonds is a financial advisor with W&S Brokerage Services, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes roles at Transamerica Financial Advisors and Western Southern Life, where he currently serves as a full-time agency manager. Edmonds has been with W&S Brokerage Services since 2019. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a wrap-fee asset allocation program featuring 25 models with a mix of mutual funds, ETFs, and money market funds. The firm serves both pooled institutional and individual clients, employing a model-based, discretionary investment approach with strategic and tactical allocations managed by Fort Washington Investment Advisors.

ESG / Sustainable investing Tax-loss harvesting
user avatar

Wayne B

Series 63, Series 65

Tampa, FL

W&S BROKERAGE Services, Inc.

Wayne Babst is a financial advisor with W&S Brokerage Services, Inc. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Wells Fargo Advisors, and Western & Southern Life, where he also works as a full-time sales agent. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that offers a wrap-fee asset allocation program with 25 models invested across mutual funds, ETFs, and money market funds. The firm serves individual clients as well as retirement and benefit plan accounts, employing a model-based, discretionary investment process supported by sub-adviser Fort Washington Investment Advisors and a combined quantitative/qualitative due diligence framework.

ESG / Sustainable investing Tax-loss harvesting
View complete list of advisors at this office
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