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

At CenterState Wealth Management, our team of experienced Financial Consultants 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 Consultants

Leah Backus

SVP, Financial Consultant

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

Richard Gant, CFS®

SVP, Financial Consultant

Serving Pasco, Lake, Sumter, Hernando and Citrus Counties

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

SVP, Financial Consultant

Serving Martin, Palm Beach and Southern St. Lucie Counties

John Woods

SVP, Financial Consultant

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

Amy Bottegal

Client Services Associate

Michael G. Feduccia, CFP®

SVP, Financial Consultant

Serving Sarasota, Pinellas and Manatee Counties

Michael R. Halloran

VP, Financial Consultant

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

Joe Wells, CRPC®

VP, Financial Consultant

Serving East Polk and Central Polk Counties

Karen Atkinson

VP, Regional Client Service Coordinator

Serving Valrico and CenterState Wealth Management

Jeff Henson

Client Services Associate

Joan Reynolds

Client Services Associate

Susan Dworkis

Client Services Associate

Chase Hall, MBA

VP, Financial Consultant

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

Broker Check by FINRA

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. South State Bank, N.A. and CenterState Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CenterState Wealth Management and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or CenterState Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

South State Bank & CenterState Bank, N.A. have merged to become South State Bank, N.A.