Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Hyde House

1646 W. Snow Ave., Suite 4
Tampa, FL 33606

Map & Directions

Financial Advisors

Robert E. Carney
Branch Manager
Senior Vice President, Wealth Management

Bryce Alley
Associate Financial Advisor

Jody Clark, AAMS®
Financial Advisor

William Day, CFP®
Senior Vice President, Wealth Management

Richard Palmer, CFP®
Vice President, Wealth Management

Corey Steadman
Senior Vice President, Investments

CJ Steadman
Financial Advisor

Robert Wetzork
First Vice President, Wealth Management

Jeffrey Zurek
Vice President, Investments

Service Professionals

Eric Cruz
Registered Client Service Associate

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.