Looking for Personal Financial Advice? Look No Further Than CenterState.

At CenterState Financial Services 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. Contact one of our local Financial Advisors today for a complimentary personal visit and learn how we can help you, your family, or your business achieve financial success.

Through our partnership with NBC Securities, Inc., we are able to provide our customers with a full-range of investment products and services to complement 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


CenterState Bank Kerry Kimmel Geiger
Kerry Kimmel-Geiger, ChFEBC℠, CFEd®
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.


CenterState Bank Leah Backus
Leah Backus
Vice President of Retirement Services/Financial Advisor
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.


CenterState Bank Mike Feduccia
Michael G. Feduccia, CFP®
Vice President/Financial Advisor
Office:  (941) 306-0132
Cell:     (941) 504-7856
mfeduccia@nbcsecurities.com

Serving Sarasota County

Michael is a Vice President and Financial Advisor with CenterState Financial Services.  In addition, he is a Certified Financial Planner™ practitioner with over 30 years in the financial services industry.  He prides himself on understanding his clients’ values and goals as part of their retirement planning process.

Michael is a graduate of Tulane University School of Business, where he earned an Undergraduate Degree in Management and a Masters of Business Administration with a concentration in finance. He is President of the Tulane Alumni Association for Sarasota and Manatee counties.   Michael is a multi-year recipient of The President’s Volunteer Service Award and was also named as one of The President’s Points of Light for his volunteerism and service to his community.

Michael is properly licensed and registered with FINRA and the State of Florida to conduct general securities and investment advisory business.  In addition, Michael is licensed by the State of Florida for Life, Health and Variable Annuities.


CenterState Bank Richard Gant
Richard Gant, CFS®
Vice President/Financial Advisor
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.


CenterState Bank Kelly Paton
Kelly S. Paton
Vice President/Financial Advisor
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 from the University of New Hampshire. Kelly is properly licensed and registered with FINRA and the State of Florida to conduct general securities and investment advisory business. In addition, he is licensed by the State of Florida for Life, Health and Variable Annuities.  Kelly has earned annual industry recognition by receiving multiple achievement awards and has over 30 years’ experience in the financial services industry. He has dedicated his practice to helping individuals and businesses achieve their financial goals and providing clients with vital financial information on a timely basis.


CenterState Bank Chris Rankin
Christopher Rankin, CFP®, CLU®, ChFC®
Vice President/Financial Advisor
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.


CenterState Bank Joe Wells
Joe Wells, CRPC®
Vice President/Financial Advisor
Office: (863) 293-4006
Cell: (407) 432-4107
jwells@nbcsecurities.com

Serving East, 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.


CenterState Bank John Woods
John Woods
Vice President/ Financial Advisor
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.


CenterState Bank Fred Wright
Fred Wright
Vice President/ Financial Advisor
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.


CenterState Bank Karen Atkinson
Karen Atkinson
Registered Sales Assistant
Office: (813) 681-4195
Cell: (813) 215-6904
katkinson@nbcsecurities.com

Serving Hillsborough County

Karen is a VP and Financial Advisor and Registered Sales Assistant 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.


CenterState Bank Amy Bottegal
Amy Bottegal
Registered Sales Assistant
Office: (772) 426-8117
Cell:  (772) 530-6623
abottegal@nbcsecurities.com

Serving CenterState Financial Services

Amy is a Registered Sales Assistant to our team of financial advisors. She possesses her FINRA Limited-Investment Securities license and her Florida Life, Health and Variable Annuities Licenses.  She has over 14 years of experience in assisting clients in the financial services industry.


CenterState Bank Jeff Henson
Jeff Henson
Registered Sales Assistant
Office: (941) 306-0121
jhenson@nbcsecurities.com

Serving CenterState Financial Services

Jeff is a Registered Sales Assistant with over 20 years of experience in the banking and investment industries.  His focus is providing front line assistance to clients and providing operational support to the team.  His focus to detail offers exceptional service and quick response time in handling any issues that arise.  A graduate from the University of Nebraska at Omaha, Jeff earned a Bachelor’s degree in Economics and Business Administration with honors.  Jeff is properly licensed and registered with FINRA and the State of Florida to service advisors in the general securities and investment advisory business.  In addition, he is licensed by the State of Florida for Life, Health and Variable Annuities.


CenterState Bank Linda Wright
Linda Wright
Registered Florida Sales Assistant Supervisor
Office:  (321) 421-6695
lwright@nbcsecurities.com

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.


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.http://brokercheck.finra.org/

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