Office head:

Bradley Fincher, Managing Director & Head of Tampa

Wealth management team:

Brenna Hooker, Managing Director & Private Banker

Thomas A. Mantone,  Managing Director & Head Equity Trader

Halsey O. Schreier, Managing Director & Senior Wealth Strategist 

Zack Neward, CFA, CFP®, Senior Vice President 

Steve Corbicz, Vice President & Relationship Manager

Arlinda Hajdari, Senior Associate & Senior Client Service Associate

Joshua Dion, Associate & Senior Client Service Associate

Tom Matia, Associate & Financial Planner

These professionals also serve clients from this location:

Brent Fykes, CFA, CFP^®, Managing Director & Head of Growth Strategy

Randy M. Joseph, Managing Director & Relationship Manager

Jonathan K. Kadish, CFP^®, ChFC^®, Managing Director & Senior Relationship Manager

Keith R. Malooley, CFP®, CFA, Managing Director & Relationship Manager

Michael E. Mortell, CFP^®, Managing Director & Senior Relationship Manager

Kathleen A. Birmingham, Senior Vice President & Relationship Manager

Teresa Seidenberg, Vice President & Senior Client Service Manager

Danielle D. Wallace, Vice President & Senior Client Service Manager