Home
About
Services
Insights
Resources
Blog
Contact

WATB Fall 2018 Newsletter

November 29, 2018

Share |

What's Inside:

Appreciating Your Investments
Annual Client Events
Gessie Speaks to USF Students

Attachments

WATB Fall Newsletter PDF

Contact

Office: 813-642-7730

Fax: 813-489-6800

777 South Harbour Island Boulevard

Suite 370

Tampa, FL 33602

fgiles@wealthadvtb.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2022 FMG Suite.

Here you can access our ADV and CRS.

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Wealth Advisors of Tampa Bay, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, FL, GA, IL, IN, KY, MD, NC, NY, OH, TX, VA.