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

Map & Directions

Financial Advisors

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

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

Service Professionals

Janice Ferguson
Service Associate

David Tomberlin
Registered 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.