Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Bayshore

2905 Bayshore Blvd
Tampa, FL 33629
813-835-2400

Map & Directions

Financial Advisors

Robert E. Carney
Branch Manager
Senior Vice President, Wealth Management

Michael J. Chapman, CFP®
Financial Advisor

Jody Clark, AAMS®
Financial Advisor

William Day, CFP®
Senior Vice President, Wealth Management

Thad Kuczynski, CFP®
Financial Advisor

Ryan Luzod, CFP®
Financial Advisor

Richard Palmer, CFP®
Vice President, Wealth Management

Margaret Roset, CFP®
Vice President, Wealth Management

Robert Wetzork
First Vice President, Wealth Management



Service Professionals

Ashley Mohn
Senior Client Service Associate

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above,
which it awards to individuals who successfully complete initial and ongoing certification requirements.