Rob's our leader and the owner of Signature Financial Solutions.
Rob's everyday dedication to the satisfaction of the advisors who have chosen to affiliate with SFS is unending. You'll find Rob navigating roads and airports to be tirelessly hands-on and close to the action. He understands building a practice because he's done it, turning around a struggling local corporate office into a regional independent force.
Recognized by his colleagues around the country as a leader and an innovator, Rob's journey to growing success is shared through his advisors.
Bev started her financial services career over 20 years ago. She has an extensive knowledge of the industry from both sales experience and compliance regulation. She holds her FINRA Series 24, 7, 4, 51, 66 Licenses. Bev oversees every aspect of back office operation from account opening to servicing.
She enjoys being on the water, reading, and snuggling with her dachshund.
David is responsible for advancing several areas of our business, including recruitment, practice acquisition, and some major projects.
As a former IBMer, David has a systematic way of getting things done. Add David's polished demeanor and positive personality to the mix and there's nothing not to like.
David's long term efforts in our business and work with our CEO, Rob Coleman, make him particularly empowered and entrusted to engage with individuals on matters of strategic importance to our firm.
Helping to ensure the many details of your client experience are in order and on time is Maria. She has 50 years of experience satisfying financial services clients so she knows how to get the job done.
Maria loves the gym, especially high impact exercise and some weight training. Zumba is one of her favorites because it helps her relax mentally and physically. Maria loves to cook, using her own recipes and sharing her culinary creations with friends and neighbors.
Lyn began her compliance adventure 18 years ago and has never looked back. She holds the FINRA series 7 and 24 registrations as well as a Florida 2-15 license. She also holds an MBA from the University of Miami.
Lyn provides compliance support and guidance, ranging from FINRA, broker-dealer policies, and insurance regulations to our books and records record keeping and advertising.
Few people play the “degrees of separation game” better. Lyn will show you how you already know someone in common. Lyn enjoys sports, music and spending time with her goldendoodle, Nola.
You know those times when you have an important client (or potential client) whose investment needs may be too big for your capabilities and you need to bring someone along who can handle virtually any investment question,
Paul's your answer. He briefs our advisors every week with a market summary and insights. While a firm-wide resource Paul is also the Managing Director of his own financial services firm, Paradigm Wealth.
Chuck directs our firm's and advisors' marketing needs. He's serviced over 5,000 client inquiries, is our resident Social Security specialist, and manages our financial wellness, digital presence, video production, and other programs.
Chuck holds FINRA Series 6, 63, and 65 registrations and a Florida 2-14 license.
On weekends you can find Chuck with his family and enjoying the outdoors. He has a bottomless appetite for knowledge (and pasta).
Main Office: 813-287-8800 | Fax: 866-374-1995
Toll free: 800-233-7542
1511 N Westshore Boulevard
Tampa, FL 33607
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We are registered to sell securities in the following states:*
Alabama, Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, New York, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington.
We are licensed to sell Insurance products in the following states:*
Alabama, Colorado, Florida, Georgia, Idaho, Illinois, Kentucky, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
* State securities registration and insurance licensing varies by affiliated advisor and representative.
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