Tampa Wealth Management
Tampa, Florida
2202 N. Westshore Boulevard, Suite 200
Tampa, FL 33607
Phone: 813.723.8635
Fax: 813.433.2527
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...
View ProfileAnnika Williams, CFA
I’m the growth and operations manager in our Portland office, meaning I help clients live ...
View ProfileErica Penner
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
For me, building deep relationships and becoming a trusted partner has always been the mos...
View ProfileJennifer Facini, CFP®
As a senior lead advisor, I work to support other advisors and make sure they have the too...
View ProfileMatt Mormino, CFP®
Talk to a Tampa financial advisor
"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