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

Ruth Calleja
Senior Registered Service Associate

Debra Stultz
Senior Registered Service Associate

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.