Managing Partner

Tampa Managing Shareholder Bryant Miller Olive P.A. Kareem Spratling is a nationally respected public finance attorney and the Tampa managing shareholder of Bryant Miller Olive. With over $20 billion in

Regional Managing Director, Southeastern U.S. PNC Private Bank Lisa Simington oversees 20 wealth management offices across six Southeastern states for PNC Private Bank, leading a team of 300 professionals. A

Managing Director and Wealth Management Advisor Stokes Financial Group at Northwestern Mutual Stokes-Zolkos is a lifelong learner and change agent. Her business background is diverse, including leading the New Tampa

Managing Shareholder Rivero Gordimer & Company  Lazzara is the managing partner and a shareholder with Rivero, Gordimer & Company and has practiced accounting in the Tampa Bay area since 1980.

Principal CAPTRUST Financial Advisors Bailey joined CapTrust Advisors, in Tampa, in 1998, as one of the company’s founding partners. He became part of CAPTRUST, in 2017, when CapTrust Advisors joined