 |
 |
 |
- taxes?
- inflation?
- market downturns?
- creditors?
- lawsuits?
- planned obsolescence?
- technological change?
- disability?
- death?
|
|
 |
Tampa Financial Group, Inc. |
 |
|
 |
Independent
Advisors with a team approach. |
Associates
 Brian L. Wade, CFP®
President
Background:
- CERTIFIED FINANCIAL PLANNER™ Professional
- B.A. in Communication, University of South Florida
- Licenses: Series 6,7,63,66 (Investment Advisor Representative), Life, Health, and Variable Annuities
- 13 years in Financial Services
- 9 year Landlord and Real Estate Investor
Memberships:
- 9 year member of the Carrollwood Area Business Association, Elected 3 times to CABA's Board of Directors
- Golden Key National Honor Society
Past Community Involvement:
- USF Alumni Association
- USF Professional Advisory Coucil of Estate and Financial Planners
- Educational Coordinator, Business Network International
- Greater Tampa Chamber of Commerce
- South Tampa Chamber of Commerce
- Endowment Committee, Hyde Park United Methodist Church
- Meals on Wheels

Craig W. Most
Associate
Background:
- B.A. in Accounting, Tulane University
- Licenses: Series 7, Life, Health and Variable Annuities, Property and Casualty Agent's License
- 8 years in Financial Services
- Owner of Most Insurance, LLC, a Property and Casualty Insurance Agency
- Served 9 years in the U.S. Army, was discharged as a Captain
- Eagle Scout
Memberships:
- Carrollwood Area Business Association
- Greater Tampa Chamber of Commerce
- Brandon Chamber of Commerce
|
|
|