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
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
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.