Tampa Wealth Management

Tampa, Florida

615 Channelside Dr., Suite 207
Tampa, FL 33602
Phone: 813.723.8635
Fax: 813.433.2527

Get in touch

Our wealth management team in Tampa works with individuals and families to navigate complex finances and taxes through personalized financial plans built for the 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.  Our holistic approach includes in-house wealth management expertise, such as investment management, tax planningestate planningphilanthropyprivate investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services.

Driving directions

Meet your Tampa wealth management team

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA

Advisor

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

I help our clients live a richer life by providing a worry-free tax planning and complianc...

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Lynne Yu, CPA

Tax 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

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

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