Manage your financial future with CenterState Wealth Management with the help of our experienced Financial Advisors.

At CenterState Wealth Management, our team of experienced Financial Advisors work diligently to help our clients grow, protect, and preserve wealth.

We employ the latest tools and resources to create strategies that assist our clients in reaching their hopes, goals, and dreams. Our mission is to positively impact the financial futures of our clients.

Meet our Financial Advisors

Leah Backus

Vice President of Retirement Services/Financial Advisor

Serving Volusia, Osceola, Orange, Seminole, Duval, Flagler, Putnam, St. John’s, Alachua and Marion Counties

Michael G. Feduccia, CFP®

Vice President/Financial Advisor

Serving Sarasota, Pinellas and Manatee Counties

Richard Gant, CFS®

Vice President/Financial Advisor

Serving Pasco, Lake, Sumter, Hernando and Citrus Counties

Michael R. Halloran

Vice President/Financial Advisor

Serving Highlands, Hillsborough, Lee, Miami-Dade and Monroe Counties

Christopher Rankin, CFP®, CIMA®, CLU®, ChFC®

Vice President/Financial Advisor

Serving Martin, Palm Beach and Southern St. Lucie Counties

Joe Wells, CRPC®

Vice President/Financial Advisor

Serving East Polk and Central Polk Counties

John Woods

Vice President/ Financial Advisor

Serving Indian River, Northern St. Lucie, Okeechobee, Brevard, Broward and Hendry Counties

Karen Atkinson

Vice President/Financial Advisor
Registered Sales Assistant

Serving Valrico and CenterState Wealth Management

Amy Bottegal

Registered Sales Assistant

Jeff Henson

Registered Sales Assistant

Chase Hall

Vice President/Financial Advisor

Serving Bibb, Carroll, Chambers, Coweta, Troup, Lee (AL) Counties

Joan Reynolds

Branch Office Administrator
Broker Check by FINRA

Securities and Investment Advisory Services are offered though NBC Securities, Inc., an independent registered broker/dealer and registered investment advisor. Member FINRA and SIPC. CenterState Bank is not a registered investment advisor and is not affiliated with NBC Securities, Inc. Investment products are not FDIC insured, not guaranteed by any bank, and may lose value.

Important Disclosure: NBC Securities Regulation BI – Client Relationship Summary (CRS) Form, June 2020

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