Metro Tampa | Bayshore
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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.