Professionals

Jason Burke

  • Years of Experience: 20
  • Prior Employers: Northwestern Mutual Wealth Management Company
  • Education: MS University of Tampa
  • Certifications: CFP, Accredited Asset Management Specialist, FINRA Series 6, 7, 63, 65 and 79 Securities Licenses

Guillermo Doria

  • Years of Experience: 2
  • Prior Employers: Merrill Lynch, Navocate, RMC Property Group
  • Education: MBA University of Tampa, BS Florida State University

Tiffany Grant

  • Years of Experience: 10
  • Prior Employers: SunTrust Bank, CitiFactors Financial Group, Flyer Publishing Co.
  • Education: Agnes Scott College

Jeremy Pawelkiewicz

  • Years of Experience: 17
  • Prior Employers: SunTrust Bank, Pepsi Bottling Company
  • Education: MBA University of Tampa, BA University of Tampa

Michael Szwejkowski, Jr.

  • Years of Experience: 20
  • Prior Employers: T. Rowe Price, Washington Mutual
  • Education: University of Tampa
  • Certifications: NASD Series 6, 63 and 7 Securities licenses

Victoria Teplin

  • Years of Experience: 15
  • Prior Employers: Tampa Jewish Federation, Northern Trust Bank, Aetna Health Plans, American Express
  • Education: Tulane University

MaryJane Wermuth

  • Years of Experience: 4
  • Prior Employers: Merrill Lynch, GulfCoast Business Finance
  • Education: MBA University of Tampa, BS University of South Florida

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