Financial Consultants
Contact one of our local Financial Consultants to learn how we can help you, your family, or your business pursue financial success
Questions? Ask away.
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 ConsultantServing Volusia, Osceola, Orange, Seminole, Duval, Flagler, Putnam, St. John’s, Alachua and Marion Counties
Richard Gant, CFS®
SVP, Financial ConsultantServing Pasco, Lake, Sumter, Hernando and Citrus Counties
Christopher Rankin, CFP®, CIMA®, CLU®, ChFC®
SVP, Financial ConsultantServing Martin, Palm Beach and Southern St. Lucie Counties
John Woods
SVP, Financial ConsultantServing Indian River, Northern St. Lucie, Okeechobee, Brevard, Broward and Hendry Counties
Amy Bottegal
Client Services AssociateMichael G. Feduccia, CFP®
SVP, Financial ConsultantServing Sarasota, Pinellas and Manatee Counties
Michael R. Halloran
VP, Financial ConsultantServing Highlands, Hillsborough, Lee, Miami-Dade and Monroe Counties
Joe Wells, CRPC®
VP, Financial ConsultantServing East Polk and Central Polk Counties
Jeff Henson
Client Services AssociateJoan Reynolds
Client Services AssociateSusan Dworkis
Client Services AssociateChase Hall, MBA
VP, Financial ConsultantServing Bibb, Carroll, Chambers, Coweta, Troup, Lee (AL) Counties
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.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.