financial services

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

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

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

► 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

► 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

► 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

► 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

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

► 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

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

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

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