TAMPA

BOSTON

orlando

MIAMI

scottsdale

santa monica

ST PETE

 

INVESTMENTS BEGIN

WITH  FOUNDATION

SAY HELLO TO OUR SUPPORT

DAVID POTTER, CFA

Chief Executive Officer

 

 

 

 

 

Darryl Brown

Director, Advisor Services

 

 

 

 

 

Dale Boettcher

Managing Partner,

Private Client Group

 

 

 

 

 

Jeneé Peters

Partner, Wealth Management

 

 

 

 

 

David Gulacsy

Partner, Wealth Management

 

 

 

 

 

Rob Dollinger

Manager, Trading and Analytics

 

 

 

 

 

Ryan Frankel

Financial Advisor

 

 

 

 

 

Christopher Snedeker

Financial Advisor,

Private Client Group

 

 

 

 

 

Stephen Lewis

Financial Advisor,

Private Client Group

 

 

 

 

 

Anh Tuan Hoang

Financial Advisor,

Private Client Group

 

 

 

 

 

JULIE KOCH

RELATIONSHIP MANAGER

 

  •  

    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.

     

 

 

 

 

Shakeira White

Billing & Compliance Analyst

 

 

TAMPA OFFICE | 800-595-1039 TOLL FREE

LET'S TALK

 

 

 

 

ALEX CROSS

CRPC

PARTNER, WEALTH MANAGEMENT

 

 

 

 

 

 

ROB DOBBS

MANAGING PARTNER,

WEALTH MANAGEMENT

 

 

 

 

 

 

Mark Herman

Financial Advisor

 

 

 

 

 

 

DAVID HENDERSON

CRPC

PARTNER, WEALTH MANAGEMENT

 

 

 

 

 

 

MELISSA ROBERTSON

MANAGER – CLIENT SERVICES

 

 

 

 

ST PETERSBURG OFFICE | 727-914-7467 LOCAL

  •  

    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

MANAGING PARTNER,

WEALTH MANAGEMENT

 

 

 

 

 

MIAMI OFFICE | 305-921-4436 LOCAL

LET'S TALK

 

 

 

 

Douglas Sheahan

Managing Partner,

Wealth Management

 

 

orlando OFFICE | 407-740-5337 LOCAL

LET'S TALK

 

 

 

 

JAMES ABRAHAM

PARTNER, WEALTH MANAGEMENT

 

 

 

BOSTON OFFICE | 617-855-9970 LOCAL

MANAGING PARTNER,

 

 

 

 

santa monica office | 424-625-4654 LOCAL

 

 

 

 

Wende Feller, Ph.D.

Analyst

 

 

 

 

 

Alan Rosenfield

Chief Investment Officer

 

 

scottsdale OFFICE | 480-498-6680 LOCAL

LET'S TALK

 

 

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.