Transamerica names Tampa executive president of World Financial Group and head of Transamerica Financial Advisors
Todd Buchanan has been named president of World Financial Group Insurance Agency, senior vice president at Transamerica and head of Transamerica Financial Advisors. He will lead WFG’s team of nearly 60,000 independent insurance agents and will oversee TFA’s team of financial advisors, according to a statement. Most recently, Buchanan was the United States chief executive
Consider Opportunity Zones as part of a well-crafted tax plan
By Brian Duren, signing director and Chris Dhanraj, managing principal of investments Since their introduction in the Tax Cuts and Jobs Act of 2017, Qualified Opportunity Zones (OZ) have attracted attention as an important tool to help mitigate income tax liabilities. And, despite the headlines focusing on rising inflation, rising interest rates and possible rising
“Exit” on your mind!
By Taylor K. Ranker, II, President, Questmont Strategic Wealth Advisors Is it a good time to sell your business, what with increasing interest rates and spiking inflation? Last year was an all-time, record high for business sales and M+A but is 2022 still good? For a successful exit, 3 things should be ready: the mental
One Liners Pinellas: PostcardMania, TeBella Tea Company and more
► TeBella Tea Co. opened in the Edge District of downtown St. Petersburg at 1445 Central Ave. (Pictured above) ► Stoneweg U.S., a St. Petersburg-based real estate investment firm specializing in multifamily acquisitions and developments, promoted Pamela Williams to director of asset management. ► PostcardMania, a Clearwater-based, business-focused marketing company, named Jackie Payson Wirsing as
One Liners Pinellas: HMC Hospitality Group, Raymond James Financial and more
► Sweetgreen, a Los Angeles-based fast-casual restaurant, signed a lease, at 1114 Central Ave., in St. Petersburg’s Edge District. ► St. Petersburg Mayor Ken Welch appointed several members to run his team including Stephanie Owens as deputy mayor and chief of policy, Janelle Irwin Taylor as communications director, Tom Greene as interim city administrator and
One Liners Pinellas: John Hopkins Medicine, Minor League Baseball and more
► St. Pete’s Development Review Commission approved plans for a mixed-use development planned at 4311 34th Street South, in the Skyway Marina District, which includes a multifamily building, a self-storage facility a food bank and a restaurant. (Rendering above) ► Broker Scott Clendening of Commercial Partners Realty represented BridgePoint Church in the sale of an
One Liners Pinellas: Burlington Stores, PODS and more
► Burlington Stores is opening a retail location at the Tri City Plaza at 5280 East Bay Drive, Largo. ► Peter Kennedy, chief operating officer of Northside Hospital and Tampa Bay Heart Institute was installed as the 2021 President of the Pinellas Park Gateway Chamber of Commerce’s Board of Directors. ► Suncoast Hospice, a member
Common fraud trends: How you can identify, avoid and report
By Roxanne Chance-Chin, Bank Secrecy Act (BSA) Officer and Fraud Investigations Manager, The Bank of Tampa Unfortunately, fraud is on the rise. In addition to existing schemes, fraudsters are using the health and economic uncertainties presented by COVID-19 to perpetrate fraud. As a consumer and/or business owner it’s important to be mindful of fraud trends
One Liners Hillsborough: Saint Leo University, Sprouts Farmers Market and more
► Saint Leo University is relocating its Tampa Education Center to the former Berriman-Morgan Cigar Factory at 1403 N. Howard Ave., Tampa. (Pictured above) ► Metropolitan Ministries and Pinellas County Urban League have been named as the 2020 Bank of America Neighborhood Builders awardees for Tampa Bay, each receiving a $200,000 grant, leadership training and
20 Questions with Penny Parks
Links Financial is an organization that has completed a combined total of $2 Billion in debt financings and capital raises for small to midsize companies, as well as successfully restructured over $700 Million in debt during the last recession. Prior to founding Links Financial, Parks’ banking career included senior positions with Bank of America, Northern
20 Questions with Yvette Segura
Yvette Segura provides leadership to the 3,700 USAA employees across Tampa and is the senior company officer in Florida. Her responsibilities include serving as the primary company representative to regional civic, industry and military organizations. She is also the senior on-site integrator/coordinator for community affairs, corporate communications, facilities, information technology, business continuation and people services.
Rick Thomas puts family above all else
Rick Thomas has a quiet and reserved personality but his face lights up when he speaks of his love for his wife and children. He entered the life insurance business after graduating from the University of Tampa and he never looked back. Now his company, Thomas Financial founded in 1975, has helped put $5 billion
