St Petersburg, Florida
Santa Monica Pier, California
SAY HELLO TO OUR SUPPORT
DAVID POTTER, CFA
Chief Executive Officer
David Potter is the Founder and Executive Managing Partner of Platinum Wealth Partners headquartered in Tampa Florida. Over his 20 years of financial industry experience David has held multiple SVP positions at globally recognized firms before launching his own wealth management firm. David holds the Chartered Financial Analyst (CFA) designation.
Director, Advisor Services
Darryl Brown brings over 18 years of financial experience at such firms as CapTrust Advisors, Morgan Stanley and Franklin Templeton. As a resource to our Advisor’s and firm operations he will work to enhance efficiencies in billing, compliance, and portfolio model trading. Outside of work he is involved with humanitarian work in Haiti.
813-579-1582 email 813-221-1606
Private Client Group
Dale Boettcher comes to Platinum Wealth Partners bringing over 30 years of experience in the financial services industry. Joining us from Morgan Stanley, his position was primarily focused on branch revenue, growth and training.
813-579-1665 email 813-221-1606
Manager, Trading and Analytics
Rob Dollinger supports the firm on trading, client services and portfolio research. Rob brings with him 18 plus years experience in the financial services industry where for many years he served as Operations Manager. Rob holds the Licenses for
Series 7 (General Securities Representative Exam)
Series 63 (Uniform Securities Agent State Law Exam)
813-579-1579 email 813-221-1606
Partner, Wealth Management
David began his work in the financial service industry as a trade checker/assistant clerk in the Euro-Dollar trading pit at the Chicago Mercantile Exchange. Upon returning to Florida, he joined Bank of America as residential mortgage lender. Seeing an opportunity to better serve his clients, David established a mortgage company, Griffin Financial, where he could offer highly competitive products in residential and commercial lending.
321-662-9270 email 813-221-1606
Private Client Group
Christopher Snedeker joined Platinum Wealth Partners in 2017, bringing a passion for helping people surpass their financial goals by identifying efficient suitability of investments. With 8 years of experience in client-based solutions, he utilizes a strategic and holistic-based approach to service his clients and their financial needs.
813-321-6382 email 813-221-1606
Private Client Group
Stephen Lewis recently joined Platinum Wealth Partners in 2017. He brings with him 8 years of direct customer service experience which he utilizes to effectively communicate suitability of investments to his clients to best meet their needs and expectations.
813-321-6386 email 813-221-1606
Anh Tuan Hoang
Private Client Group
Anh Tuan Hoang joined Platinum Wealth Partners in 2017. He provides executives and business professionals with comprehensive financial plans designed to help build a safety net and work towards the achievement of financial goals.
813-501-9348 email 813-221-1606
Julie joined Platinum Wealth Partners in 2014 as a Relationship Manager. She brings over 10 year of marketing, sales and relationship building experience to the industry. Communicating the story, understanding specific needs and ultimately seeing plans come together and grow is the focus and goal.
813-321-6819 email 813-221-1606
Julie believes acting as a liaison and a bridge for communication to the clients are the keys to open many doorways for success. Originally from Ohio, Julie moved to Tampa for college graduating with a Bachelors degree in Advertising and Marketing.
Prior to joining Platinum Wealth Partners, Anh Tuan was a financial advisor with a major international financial services company for many years. He earned his Bachelor of Mathematics with Honors in Statistics and Minor in Computer Science at University of Waterloo.
Billing & Compliance Analyst
Shakeira joins Platinum Wealth Partners as the Administrative Assistant. She has 5 years of customer relationship management that has given her strong skills in solid communication, planning and problem solving with the ability to grasp the big picture. She also brings her boundless energy and commitment to the team. Shakeira enjoys world travel with husband and also being with her family.
813-579-1661 email 813-221-1606
TAMPA OFFICE | 800-595-1039 TOLL FREE
100 North Tampa Street | Suite 1600 | Tampa, FL 33602 | 813-579-1660 Local | 813-221-1606 Fax
PARTNER, WEALTH MANAGEMENT
Alex joined Platinum Wealth Partners in 2012, he brings over 10 years of experience in the financial industry. After leaving the US Army in 2001, Alex joined a Large Regional Bank before becoming an Advisor with Merrill Lynch in 2005, until joining Platinum Wealth Partners.
727-914-7463 email 727-820-1015
Rob has been in the Investment Industry since 1993. For many years, he was in Institutional Equity Sales where he helped Mutual Fund Managers, Hedge Fund Managers, and Trust Portfolio Managers make investment choices for their portfolios.
727-914-7465 email 727-820-1015
Mark has over 25 years of experience in the investment industry and comes to Platinum Wealth Partners after spending 9 years at Tamro Capital Partners, a Registered Investment Advisor in Washington, DC, where he was a Partner and Investment Committee member overseeing $2.4 billion dollars in assets for individuals, corporations, pension plans and institutional clients.
727-914-7460 email 727-820-1015
PARTNER, WEALTH MANAGEMENT
David joined Platinum Wealth Partners in 2012 and brings over 10 years of experience in the financial industry. After graduating from the University of Central Florida with a major in Finance and a minor in economics, he began working for a regional Broker Dealer in St. Petersburg.
727-914-9462 email 727-820-1015
MANAGER – CLIENT SERVICES
Melissa joined Platinum Wealth Partners as a
Client Service Associate in October of 2010.
Her role within the firm is to assist our advisors
with client interaction and day to day support.
She has attained professional certifications
for Series 7 and 63.
727-914-7467 email 727-820-1015
ST PETERSBURG OFFICE | 727-914-7467 LOCAL
147 2nd Avenue South | Suite 403 | St. Petersburg, FL 33701 | 727-820-1015 Fax
Melissa graduated from the University of Missouri-Columbia in May of 2006 with a degree in Finance and Economics. Melissa participated in a study abroad program through the College of Business and spent the summer of 2004 studying finance and banking at the University of Bergamo, Italy. Melissa is originally from St. Louis, Missouri and moved to Tampa in May of 2006. In her spare time she enjoys baking, scuba diving, spending time at the beach, and observing sharks in their natural habitat.
Philip F. Morrissey
Mr. Morrissey received an Undergraduate Degree in Finance from Creighton University, and a Masters Degree in Business Administration from Florida Atlantic University. Phil is a board member for the Douglas Gardens Community Mental Health Center where he also chair’s the finance committee.
305-921-4436 email 305-742-0479
Doug began his career in financial services in 2000 as a Financial Advisor with one of the nation’s largest banks. From there, he moved on to work as an analyst and portfolio manager for a $3 billion dollar real estate investment trust (REIT). In 2008, he returned to the advisory industry as a Financial Planning Associate at Smith Barney, where he co-managed over $285 million in assets.
321-527-3807 email 407-740-8786
orlando OFFICE | 407-740-5337 LOCAL
1331 Palmetto Avenue | Suite 100 | Winter Park, FL 32789 | 407-740-8786 Fax
Thomas Alessi is a New England Personal Finance and Investment Professional. He is a Managing Partner at Platinum Wealth Partners out of Newton, MA. He’s a former Senior Vice President at both Smith Barney, a Division of CitiGroup, and Merrill Lynch, a division of Bank of America.
617-855-9971 email 617-500-7542
BOSTON OFFICE | 617-855-9970 LOCAL
60 Kendrick Street | Suite 201 | Needham MA 02494 | 617-580-3350 Fax
John Padilla has over 25 years experience in the industry and began his career on the Institutional Trading desk at Smith Barney . After building a successful portfolio management practice, John and his team joined Merrill Lynch as a Vice President, Portfolio Manager in 2006. Padilla came to Platinum Wealth Partners in 2015 and in doing so is leading our expansion into Santa Monica.
santa monica office | 424-625-4654 LOCAL
401 Wilshire Boulevard | 12th Floor | Santa Monica, CA 90401 | 424-363-1705 | Fax
Wende Feller, Ph.D.
Wende Feller has enjoyed 10 years as a securities analyst, following an academic career in which she published articles and book chapters on corporate fraud, financial reporting, social and environmental reporting, and trends in the consumer sector. She develops Harmony’s proprietary financial models, including tools for analyzing individual stocks and larger market trends. Dr. Feller is a 1992 graduate of the University of Minnesota.
Chief Investment Officer
Alan Rosenfield has nearly 34 years’ experience in the securities industry. The firm utilizes Risk-Averse Investing strategies and works with individuals and small corporations that are tired of dealing with “too big to fail” advisors who often lack objectivity, customization, candor or consistency.
Your Platinum Wealth Partners Advisor provides access to some of the broadest ranges of investment and risk management platforms in the industry, including mutual funds, annuities, life insurance, 401K and portfolio services. There is no special incentive for the Advisor to choose one product over another beyond their belief that it is the most appropriate investment for their clients. At Platinum Wealth Partners, the power of independence means that your financial advisor is able to make the best possible recommendation with only your best interests at heart.
© 2012-2016 Platinum Wealth Partners. All rights reserved. Advisory Services offered through Platinum Wealth Partners, Inc., A Registered Investment Advisor