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:

Mutual Funds & Separately Managed Accounts
Equities & Annuities
401(k) & other Retirement Plans
Insurance Products & IRAs
Retirement, Estate & College Planning
Asset Management Programs

Meet our Financial Advisors


 

Kerry Kimmel-Geiger
Kerry Kimmel-Geiger
Office: (321) 421-6695
Cell: (321) 615-0263
kgeiger@nbcsecurities.com

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.


Leah Backus
Leah Backus
Office: (407) 508-3024
Cell: (407) 474-2631
lbackus@nbcsecurities.com

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.


 

Karen Atkinson
Karen Atkinson
Office: (813) 681-4195
Cell: (813) 215-6904
katkinson@nbcsecurities.com

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.


gant_richard
Richard Gant
Office: (813) 783-8122
Cell: (407) 538-8189
rgant@nbcsecurities.com

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.


 

 

Krug
Jeffrey Krug
Office: (386) 409-9300 x 2856
Cell: (352) 434-8706
jkrug@nbcsecurities.com

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.


Paton

Kelly S. Paton
Office: (352) 368-1050
Cell: (772) 233-2132
kpaton@nbcsecurities.com

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.


Chris-Rankin
Christopher Rankin
Office: (772) 426-8176
Cell: (772) 529-6442
crankin@nbcsecurities.com

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.



Valerie Strange
Office: (904) 345-4841
Cell: (904) 860-7424
vstrange@nbcsecurities.com

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.


Joe Wells

Joe Wells
Office: (863) 293-4006
Cell: (407) 432-4107
jwells@nbcsecurities.com

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.


amy Bottegal
Amy Bottegal
(772) 426-8117
abottegal@nbcsecurities.com

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.


Wright
Fred Wright
Office: (407) 847-4577
Cell: (407) 758-7486
fwright@nbcsecurities.com

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.


John Woods

John Woods
Office:(772) 563-2341
Cell:(772) 663-7434
jwoods@nbcsecurities.com 

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.


 

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.

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