A complete list of active advisors currently associated with Wealth Advisors of Tampa Bay
Warmer can help you find a great advisor at Wealth Advisors of Tampa Bay or one who fits your needs even better.
Wealth Advisors of Tampa Bay provides investment advisory services to individuals, high net worth individuals, trusts, retirement plans and business entities, offering Comprehensive Portfolio Management through a wrap-fee program and access to LPL-sponsored advisory programs such as Manager Access Select. The firm reports managing about $456.8 million in discretionary client assets and delivers services through wrapped accounts and third‑party manager arrangements. For clients in the wrap program the firm provides individualized, discretionary portfolio management with the ability for clients to impose reasonable investment restrictions and receive at least quarterly reviews. It also assists clients in selecting and monitoring third‑party managers within LPL programs, employing fundamental and technical analysis and a due‑diligence process that explicitly monitors managers’ holdings, concentrations and use of leverage or alternative investments. Noteworthy features include operating a wrap-fee program (with a separate Wrap Fee Program Brochure and an arrangement to receive a portion of the wrap fee) and relying on LPL as program sponsor, custodian and execution provider—relationships the brochure discloses can create potential conflicts of interest and that result in the firm receiving eligible products and services from LPL. The firm’s advisers are registered representatives of LPL and licensed insurance agents, and the brochure emphasizes documented oversight of third‑party manager leverage and alternative investment use, which distinguishes its governance and program mix from many peers.
To learn more about the advisors currently working at Wealth Advisors of Tampa Bay, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 14
| |
Tampa, FL
| 22
| |
Tampa, FL
| 30
| |
Tampa, FL
| 25
|
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