Through our partnership with NBC Securities, Inc., we are able to provide our customers with a full-range of investment products and services to compliment our traditional banking options, such as:
Equities & Annuities
401(k) & other Retirement Plans
Retirement, Estate & College Planning
Asset Management Programs
Meet our Financial Advisors
Office: (321) 421-6695
Cell: (321) 615-0263
SVP/Sales Manager, Florida NBC Securities Inc.
Kerry serves as a Senior Vice President and Sales Manager in Florida for NBC Securities, Inc. She has over two decades of experience in the financial services industry. In her role, Kerry leads our team of financial advisers providing all aspects of programs and services – from financial consulting, investment strategies, portfolio reviews, financial plans, and individual and business retirement plans.
Office: (407) 508-3024
Cell: (407) 474-2631
State Retirement Plan Specialist
Leah serves as the Vice President/Retirement Services and Financial Advisor for CenterState Financial Services. She has nearly thirty years’ experience in the financial services industry, serving in various positions ranging from client services where she oversaw the implementation of customized financial products to serving as the Director of Sales and Service for retirement plans and life insurance products. She holds her Series 7, 6 and multiple insurance licenses. Leah prides herself on developing client relationships that enable her to share her knowledge of products and services to help her clients to achieve their financial goals.
Office: (813) 681-4195
Cell: (813) 215-6904
Serving Hillsborough County
Karen is a VP and Financial Advisor with CenterState Financial Services and has over 25 years’ experience in the financial services industry. She is a native of Ohio where she earned a bachelor’s degree in business administration from Baldwin Wallace College. Karen has earned her FINRA S7, S6, S26, and S66 licenses as well as her Florida insurance license. She serves clients in the Hillsborough County area and specializes in retirement planning, portfolio optimization and income planning strategies.
Office: (813) 783-8122
Cell: (407) 538-8189
Serving Pasco, Lake, Sumter, Hernando and Citrus Counties
Richard Gant began his career in the Financial Services Industry in 1997. Currently, he serves as a Vice President and Financial Advisor for CenterState Financial Services. Richard earned a Bachelor’s Degree in Economics from Southeastern Louisiana University. He holds a Series 7, 24, 63 and is a Registered Investment Advisor Representative. Richard received a Certified Funds Specialist (CFS®) designation from the Institute of Business & Finance. In addition, he holds Life, Health & Variable Annuity Licenses from the State of Florida.
Office: (863) 802-0739
Cell: (863) 632-0924
Serving East Polk County
Melanie believes in doing business face-to-face. She wants to understand clients’ unique financial objectives so that together they can develop a strategy specific to their needs and long-term financial goals. Whether planning for retirement, saving for a loved one’s college education, potentially reducing taxes, or possibly increasing income, you can expect personalized, professional service and advice. Melanie is a Financial Advisor and Vice President with CenterState Financial Services and is properly licensed and registered with FINRA and the State of Florida to conduct general securities and investment advisory business. In addition, Melanie is licensed by State of Florida for Life, Health and Variable Annuities.
Office: (386) 409-9300 x 2856
Cell: (352) 434-8706
Serving Putnam, Volusia and Seminole Counties
Jeff has been in the financial services industry since 1997 and is a Vice President and Financial Advisor with CenterState Financial Service. He has earned the designation of CRPC®, Chartered Retirement Planning Counselor. He has also studied financial planning from the University of Central Florida in addition to earning his Bachelor’s degree from UCF. Jeff currently holds his Series 7, 31, 63 and 65 securities licenses along with the State of Florida Life, Health and Variable Annuity licenses. Jeff manages all aspects of financial planning for his clients including wealth management, retirement planning, 401K rollovers and retirement income.
Kelly S. Paton
Office: (352) 368-1050
Cell: (772) 233-2132
Serving Marion County
Kelly is a Vice president and Financial Advisor for CenterState Financial Services. He earned his Bachelor’s Degree fromt he University of New Hampshire. Kelly has earned annual industry recognition by receiving multiple achievement awards. Registered Investment Adviser Representative and earned his Bachelor’s Degree from the University of New Hampshire. Kelly has over 30 years’ experience in the financial services industry and holds a FINRA Series 7, Series 66, and Life, Health Variable Annuity licenses with the State of Florida. Kelly has dedicated his practice to helping individuals achieve their financial goals and providing clients with vital financial information on a timely basis.
Office: (772) 426-8176
Cell: (772) 529-6442
Serving Martin, Palm Beach and Southern St. Lucie Counties
Christopher Rankin is an experienced professional with over 10 years in the financial services industry. He is a Vice President and Financial Advisor with CenterState Financial Services, a Certified Financial Planner® and has earned his FINRA Series 7 and 63 registrations. He also has earned the State of Florida Life, Health and Variable Annuity Licenses. Chris uses a comprehensive approach to develop strategies to meet clients’ financial needs. In addition, he is a Chartered Life Underwriter and Life Insurance Agent which enables him to assist clients with their insurance needs which protects their families and businesses. Chris specializes in customizing solutions for business owners, professional practices, executives and entrepreneurs.
Office: (904) 345-4841
Cell: (904) 860-7424
Serving the Duval County Area
Valerie has more than 20 years of financial services experience and is a Vice President and Financial Advisor with CenterState Financial Services. Her past career as a National Sales Director offering insurance solutions to individual investors provides an ideal foundation for her work advising clients with their financial needs . Valerie is registered FINRA and the State of Florida to conduct general securities business. In addition, Valerie is licensed by the State of Florida for Health, Life & Variable Annuities. Attention to detail, good listening skills and great empathy are qualities admired by her clients.
Office: (863) 293-4006
Cell: (407) 432-4107
Serving Central and West Polk County
Joe has been in the financial services industry since 1997 and has earned the professional designation of CRPC®, Chartered Retirement Planning Counselor. He is a Financial Advisor and Vice President with CenterState Financial Services. Additionally, he holds his Series 7, 26, 63, 66 and State of Florida Like, Health, and Variable Annuity licenses. A native of Florida, he earned his Bachelor’s degree in Finance at the University of Central Florida. Joe focuses on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He works diligently to assess his clients’ financial situations, as well as goals and objectives, so they can develop and execute an appropriate investment plan designed to obtain the results that the clients desire.
Serving CenterState Financial Services
Amy is a Licenses Sales Assistant to our team of financial advisors. She possesses her FINRA Limited Representative registration and her Florida Life, Health and Variable Annuities Licenses. She has over 14 years of experience in assisting clients in the financial services industry.
Office: (407) 847-4577
Cell: (407) 758-7486
Serving Osceola County
Fred has nearly two decades of experience as a Financial Advisor for both individual clients and their families as well as business clients. He is a Vice President and Financial Advisor with CenterState Financial Services. He focuses on relating to clients and listening to their needs and objectives, and then advises them on the investments that best meet those needs. Consulting with other CenterState Bank banking partners to offer complete financial packages to businesses is another important focus. He has a Bachelor’s Degree in Economics from Thomas Edison State College and holds the FINRA Series 7 General Securities Representative registration, and is properly licensed and registered with FINRA and the State of Florida to conduct general securities and investment advisory business. He also is licensed with the State of Florida for Life, Health and Variable Annuities.
Serving Indian River, Northern St. Lucie, Okeechobee and Hendry Counties
As a Financial Advisor and Vice President with CenterState Financial Services, John specializes in retirement planning, portfolio optimization, wealth management and retirement income planning and is an experienced and dynamic investment professional with almost 30 years in the financial services industry. John believes that a cornerstone of financial planning is the recognition that everyone’s individual economic and life situation is unique and that personalized service is essential when matching clients with the right financial products. John is properly licensed and registered with FINRA and the State of Florida to conduct general securities and investment advisory business. In addition, John is licensed by the State of Florida for Life, Health and Variable Annuities. He is a graduate of Indian River State College and has attended the Securities Training Institute and the Insurance Training Institute.
Office: (321) 421-6695
Serving CenterState Financial Services
Linda brings over 25 years of business experience in customer service, accounting and management. She is the Florida Sales Assistant Supervisor for CenterState Bank and is a licensed sales assistant with CenterState Financial Services. Linda also coordinates back office operations for the Florida Office of Supervisory Jurisdiction. She holds a Bachelor of Business Administration degree from Florida Atlantic University in accounting and is a Certified Public Accountant. Linda is also a published author.
Investments 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.