Thoughtful Advisors

Thoughtful Advisors

New
Offers online services
New
Offers online services

About

I started Thoughtful Advisors in 2015 as a fiduciary-focused ethical alternative to the corporate financial service firms.

Having worked at First Union Securities, Merrill Lynch, American Express Financial Advisors, Franklin Templeton Investment and USAA Wealth Management over the previous 28 years, I've seen all the good and bad. I believe "doing the right thing" is very uncommon. We started Thoughtful Advisors for this very reason.

Our tax and financial planning strategies are based on two iconic observations from world-renowed pioneers:

"if you want to have better performance than the crowd, you must do things differently from the crowd" - Sir John Templeton

"people don't know what they want until they know what they can have" - Steve Jobs

We do things differently AND show you want is possible to achieve.

I'm a natural born problem-solver. I love finding way to improve or fix existing challenges or explaining something that exists but is unknown to my clients.


Highlights

2 employees
9 years in business
Serves Tampa , FL
Offers online services

Social media


Photos and videos


  • No reviews (yet)

    Ask this therapist for references. There's no obligation to hire and we’re here to help your booking go smoothly.

    Frequently asked questions

    We offer a no cost and no obligation conversation that can be in-person, over the phone or via live video.  Once we understand what you'd like to accomplish, we explain what is possible to achieve.

    I graduated from the University of Florida - College of Business.  I began my financial service career in 1990.  Became an Investment Adviser in 1996, a CERTIFIED FINANCIAL PLANNER™ practitioner in 2011, a Tax Planner in 2016 and an Accredited Investment Fiduciary® in 2018. 


    Services offered

    Wills And Estate Planning
    Legal Document Preparation
    Business Consulting
    Financial Services And Planning