

Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Team Members
Whittney HarveyAssociate Financial Advisor
JJ ShonkAssociate Financial Advisor TraineeMBA
Vanessa RojasSr. Branch Office Administrator
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Phone
(813) 246-9339Fax
(888) 826-2903Office Address
1121 Marbella Plaza DrTampa, FL 33619opens in a new window
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