wealth Archives - Tampa Bay Business & Wealth

Regions plans to double Tampa Bay wealth team in 2 years

February 10, 2026February 10, 2026 by Chuck Merlis

Exterior of a modern Regions Bank branch with the Regions sign above the entrance.

Regions is scaling private wealth in Tampa Bay as migration and deal flow accelerate.

As economic uncertainty rises, investors seek stability over returns

February 18, 2026February 7, 2026 by Chuck Merlis

A business team meets in a modern conference room as a presenter points to a screen showing financial charts and market data.

Tangible assets feel easier to price, protect and hold through volatility.

The quiet math behind Tampa real estate

February 5, 2026February 2, 2026 by Contributed Content

Palm trees frame downtown Tampa’s skyline under a bright blue sky at sunset.

Why valuation has become the discipline holding Tampa real estate deals together as growth accelerates.

When business owners know it’s time to retire

December 21, 2025 by Contributed Content

A couple walking along the beach beside a jar labeled retirement, representing planning for life after business ownership.

Knowing when to retire is less about age and more about readiness, health and planning the next chapter.

Tampa Bay’s Top Companies No. 2: Raymond James

December 19, 2025 by Chuck Merlis

Downtown Tampa skyline highlighting the region’s biggest companies and corporate headquarters driving Tampa Bay’s economy

Part of TBBW’s ongoing Tampa Bay Top Companies series, spotlighting major employers across the region without ranking or order.

More Money…More Problems? A Personal CFO can help!

August 1, 2025July 31, 2025 by Contributed Content

Zeniki Wealth is a recently launched wealth management firm in Tampa, FL that is uniquely positioned versus traditional “Wall Street” Firms. As opposed to most financial advisors that focus solely on publicly traded investments, Zeniki serves as its client’s Personal CFO; providing them with bespoke, a la carte services that range from managing illiquid investments … Read more

Stop overpaying your financial advisor

September 11, 2025March 7, 2025 by Contributed Content

Clients with complex wealth often turn to large “Wall Street” firms or trust companies, but these organizations can sometimes present challenges. These firms may favor higher-cost investment products and standard solutions, which can lead to increased corporate profits. Additionally, there is a focus on acquiring new clients rather than providing exceptional service to existing ones. … Read more

For Tampa Bay owners, your business Is the real asset

December 20, 2025November 27, 2024 by Contributed Content

M&A chess pieces beside a view of Tampa’s downtown skyline, symbolizing business value beyond financial statements.

For many Tampa Bay business owners, value extends beyond a full sale to smarter exit and recap strategies.

Here’s what the top 1% of earners make in Florida

August 1, 2024July 30, 2024 by J.C. Barrott

SmartAsset has conducted a study on the amount of money that is necessary to be in the top 1% of earners in each state nationwide. Florida ranked 8th in the nation, for states with the highest income threshold to reach the top 1% of earners. In Florida, the income floor of the top 1% of … Read more

How to watch out for the ‘circle of vultures’

July 23, 2024July 11, 2024 by Contributed Content

By Taylor Ranker, II, chief executive officer of Questmont Virtual Family Office As a successful business owner you do, in fact, have a target on your back. As your wealth and visibility grow so does that target. If you are in this category with dozens, or even hundreds, of employees you are one of the … Read more