Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Harbour Island

One Harbour Place, 777 S. Harbour Island Blvd., Suite 375
Tampa, FL 33602
813-223-9492

Map & Directions

Financial Advisors

William Boas, WMS
Resident Manager
First Vice President, Wealth Management

Geoffrey A. Simon, MBA
Senior Vice President, Wealth Management
Managing Director

James R. Stanger, M.S., AEP, CFP®, ChFC
Financial Advisor



Service Professionals

Michael Giorgetti
Senior Registered Service Associate

Janice Ferguson
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.