Client Services

Client Services

Cindy Smith

Cindy Smith

Director of Operations

(727) 252-1050

(727) 474-3823

Denise Woodring

Denise Woodring

Registered Office Manager

941-206-6200

941-206-6293

Jason Visbeck

Jason Visbeck

Investment Planning Assistant

727-252-1050

727-474-3823

Jeanann Forde

Jeanann Forde

Client Relationship Manager

(727) 252-1050

(727) 474-3823

Joseph Wheeler

Joseph Wheeler

Client Relationship Manager

(727) 252-1050

(727) 474-3823

Kerrilyn Kibler

Kerrilyn Kibler

Client Relationship Manager

941-206-6200

941-206-6293

Steven Guess

Steven Guess

Client Relationship Manager

941-206-6200

941-206-6293

Megan  Post

Megan Post

Branch Marketing Associate

(727) 252-1050

(727) 474-3823

Andrea Silva

Andrea Silva

Branch Marketing Associate

941-206-6200

941-206-6293