Wealth Advisors of Tampa Bay Employee Directory

Financial ServicesUnited States2-10 Employees

Whether you seek assistance in managing your personal finances, estate planning or trust services, or seek to capture efficiencies across both personal and business planning, we can help. We are here to assist you in integrating your financial needs in an environment where client care is our top priority. 

→ Greater Access Through Independence
Wealth Advisors of Tampa Bay is an independent Registered Investment Advisor (RIA) supported by the nation's leading independent broker dealer, LPL Financial.
Our independent approach allows us to provide truly objective advice coupled with unconstrained access to the investment managers, financial products and custom strategies that best fit your investment, retirement and insurance needs in an open, client focused environment.

→ Our Focus is on Your Wellbeing
Our team is united around the goal of creating a rewarding experience for our clients. As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC. www.FINRA.org/www.SIPC.org. 

For a list of states in which we are registered to do business, please visit  https://www.wealthadvtb.com/.

Find Wealth Advisors of Tampa Bay employees' phone numbers or email addresses

Wealth Advisors of Tampa Bay Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Wealth Advisors of Tampa Bay's Leadership

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    J. L.
    Chief Executive Officer
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    B. T.
    President
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    F. G.
    Managing Partner & Investment Committee Member
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    F. G.
    Founding Partner, President, Chief Investment Officer
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    K. O.
    Operations Manager
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    M. G.
    Senior Client Services Operations Manager
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    S. I.
    Principal
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  • Stylized image of a person
    K. C.
    Principal
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Contact profiles from Wealth Advisors of Tampa Bay

Name
Title
Contact Info
Location
Last Update
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    M. K.
    Client Service Associate
    Phone icon
    United StatesFlorida
    Oct 26, 2025
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    G. L.
    Financial Advisor
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    Apr 25, 2025
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    S. G.
    Executive, Youth Sales
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    Oct 17, 2024
  • Stylized image of a person
    L. L.
    Phone icon
    UNITED STATES
    Oct 10, 2023
  • Stylized image of a person
    L. N. M. B.
    Phone icon
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Wealth Advisors of Tampa Bay known for?

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Wealth Advisors of Tampa Bay was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 777 South Harbour Island Boulevard, Suite 370 Tampa, FL 33602, US; you can contact the main corporate office by phone at . Explore Wealth Advisors of Tampa Bay's company overview page for more information.

What is Wealth Advisors of Tampa Bay's most common email format?

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Wealth Advisors of Tampa Bay employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Advisors of Tampa Bay email formats with LeadIQ.

How many employees does Wealth Advisors of Tampa Bay have currently?

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Wealth Advisors of Tampa Bay has approximately 7 employees as of November 2025. These team members are located across 1 continents, including North America.

Who are Wealth Advisors of Tampa Bay's key employees and leadership?

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As of November 2025, Wealth Advisors of Tampa Bay's key employees include:

  • Chief Executive Officer: J. L.
  • President: B. T.
  • Managing Partner & Investment Committee Member: F. G.
  • Founding Partner, President, Chief Investment Officer: F. G.
  • Operations Manager: K. O.

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