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Advisor Directory

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David Henwood, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-502-3627
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Stacey Ellis, AWM, CFP®
Associate Vice President - Financial Advisor
phone727-502-3611
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Aine Tomasso, CFP®
First Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone727-895-8800
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Frank Lisboa Jr.
Associate Vice President - Financial Advisor
phone212-703-6031
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Donald Schultz, AIF®, AWM, CPFA®
Vice President - Financial Advisor
phone727-895-8807
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John Marino, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-895-8800
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Terrence J. Hornsby, AWM
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-895-8869
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Michael Funsch, CFA
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-502-3668
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R. Clark Mason
Senior Vice President - Branch Director
Senior Portfolio Manager - Portfolio Focus
phone727-825-7753
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Stephen A. Stapp, CFP®
Senior Vice President - Financial Advisor
Consulting Group
phone727-895-8808
Green & Henwood Wealth Management Group
phone727-825-7726
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Mary Lou Ferguson, AWM
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone888-524-1202
Marshall Ames
Senior Vice President - Financial Advisor
phone727-895-8825
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Dino Kallenekos
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-502-3604
Miles Green, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone727-825-7779