About the role
Job Description Your Future Team \n We are an established, fee-only independent wealth management firm located in the Rocky Point area of Tampa, FL. Our firm is celebrating our 41st year of business providing high level service to individuals and families. Our close-knit team of three is serving approximately 150 households, providing comprehensive planning and investment management to attorneys, business owners, executives, retirees and their families, often across generations. We feel strongl…
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