Tampa Wealth Management

Tampa, Florida

2202 N. Westshore Boulevard, Suite 200
Tampa, FL 33607
Phone: 813.723.8635
Fax: 813.433.2527

Get in touch

Our wealth management team in Tampa can work with you to create a personalized financial plan designed for your big picture. As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.

We are a community-minded firm and spend time in our own altruistic ventures—donating time, money, and support to organizations including Tribe Seminole Heights an

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Meet your Tampa wealth management team

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

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Annika Williams, CFA

Advisor

I’m the growth and operations manager in our Portland office, meaning I help clients live ...

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Erica Penner

Growth and Operations Manager

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

James Chao

Business Development Manager

For me, building deep relationships and becoming a trusted partner has always been the mos...

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Jennifer Facini, CFP®

Lead Advisor

As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP®

Senior Lead Advisor

Talk to a Tampa financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client