Tampa

Tampa

100 North Tampa Street, Suite 1645
Tampa, FL 33602

PHONE NUMBER: 813-499-0205

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Office Head:

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

Wealth Management Team:

Primary local contact:

Bradley Fincher, Managing Director
 

These professionals also serve clients from this location:

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

Randy M. JosephManaging Director & Relationship Manager

Keith R. Malooley, CFP®, CFAManaging Director & Relationship Manager

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

Kathleen A. Birmingham, Senior Vice President & Relationship Manager

Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist

Danielle D. Wallace, Senior Associate & Senior Client Service Manager