Our Team

Robert "Fenn" Giles, Jr., MBA, CIMA®

President

Fenn is the Founder of Wealth Advisors of Tampa Bay and acts as the firm's President and Chief Investment Officer. As CIO, Fenn is responsible for the investment management function of the firm, including the selection of external advisors. He has over 35 active years of experience in the financial services industry, helping Tampa Bay area working professionals and retirement-minded families establish and work toward their financial goals.

A graduate of the University of Georgia, he holds a Bachelors of Business Administration in Economics as well a Masters of Business Administration. He received his Certified Investment Management Analyst® designation from The Wharton School of the University of Pennsylvania and has since served as Executive Vice President Investments of two major Florida banks as well as President and Chief Investment Officer of Florida Investment Advisors. An experienced professional in comprehensive investments, he offers sound advice to high net worth individuals who have concern for wealth preservation and tax advantaged investing.

Fenn serves on the Board of Directors for Chapters Health Systems and is Chairman of its Investment Committee. He is past Chairman of LifePath Hospice and past President of the Gulf Ridge Council Boy Scouts of America, which covers eight county areas of Tampa Bay. Currently, Fenn serves as a member on the Executive Board of the Council. In his leisure time, Fenn is an active sailor and past Commodore of Davis Island Yacht Club. He is an active member and served in several leadership positions at Hyde Park United Methodist Church. Fenn and his wife Ann have three adult children and six grandchildren. They reside on Davis Islands, FL.

Robert Fenn Giles III, CFP®, CAIA

Wealth Advisor

Fenn is a Wealth Advisor and serves on the firm’s Management and Investment Committees. He has over 17 years of experience in the financial services industry helping clients work towards their financial goals. His career began in research at Raymond James Financial where he contributed to the creation of the firm's recommended list of mutual funds. Most recently, he was the Vice President of Investments at Citi Wealth Management covering the southeast of the United States. His role included portfolio construction for ultra-high-net-worth clients and providing alternative investment advice for private equity/real estate investments. Previously at Citi, he was an Investment Specialist and participated in the development and implementation of their comprehensive financial planning program.

A graduate of St. Mary’s College of Maryland, Fenn holds a Bachelor of Science degree with a dual major in economics and anthropology. He is designated as a CERTIFIED FINANCIAL PLANNER™ and holds his FINRA series 7 registration with LPL Financial and the Series 65 registration with Wealth Advisors of Tampa Bay. His experience is in designing and implementing comprehensive customized portfolios and financial plans to help clients pursue their needs for income in retirement, estate planning, insurance, and education.

Fenn is a member of The Financial Planning Association and an active member of the Hyde Park United Methodist Church. He attained the rank of Eagle Scout, an avid marathon runner, and continues to be active as a volunteer in several community projects. He lives in Tampa with his wife Andrea and has two sons:  Alec Giles and Fenn Giles, IV.  The family enjoys the beach and all types of water sports.

Ryan Chard, CRPC®

Senior Administrative Associate

813.642.7732

Ryan joined Wealth Advisors of Tampa Bay in 2019 as a Senior Administrative Associate.  He assists the advisors in a range of duties such as trades, operations, and client services.  He has a passion for helping clients pursue their financial goals through needs-driven strategies and a high level of customer service.  

Ryan worked at T. Rowe Price for 9 years in a number of different positions.  His most recent role was in the advisory department where he worked as an Advisory Client Manager.  His responsibilities in this role included the creation, implementation, and maintenance of asset allocation portfolios and assisting clients in retirement income planning. 

Ryan graduated from the University of South Florida (USF) with a Bachelor of Arts in Political Science with a minor in Public Health.  He is a CHARTERED RETIREMENT PLANNING COUNSELORSM (CRPC®).

Ryan plays professional Ultimate Frisbee in the American Ultimate Disc League (AUDL) for the Tampa Bay Cannons.  He is also a long-time trivia host with Trivia Nation. He enjoys boating, sports, concerts, going to the movies, and hanging out with his dog, Gizmo.

Kim Oliver

Operations Manager

Kim joined the Wealth Advisors of Tampa Bay team in 2019 as the Operations Manager.  She works with staff to oversee the daily office operations and works with management to develop operational procedures. She also acts as a liaison between Wealth Advisors of Tampa Bay and LPL Financial and is responsible for assisting the firm's Chief Compliance Officer. She enjoys creating processes that seek to protect and service the client and firm and brings warm, welcoming, and efficient customer service to the firm.

She attended the University of Houston where she studied finance and has over 25 years of experience working with several broker/dealers in Texas, Florida, and California. She began her career in finance because she saw the need for fair and superior quality of financial service and advice. Kim has her Series 7, 63, 66 held through LPL Financial and Life and Health licenses.

Kim is originally from Alvin, Texas and currently resides in Valrico, Florida with her husband and their four pets. She is the proud grandmother of seven beautiful grandchildren.  In her free time, she enjoys gardening, golfing and all forms of music.

Stephanie Kozma

Accountant/Operations Associate

Stephanie is the Accountant /Operations Associate for Wealth Advisors of Tampa Bay. Her responsibilities include various firm accounting duties and preparing financial documents. She has several years of accounting experience in the public relations and financial services industry.

She graduated from Georgia State University with a bachelor’s degree in accounting. She is also a QuickBooks Certified Pro Advisor. Her eye for detail and strong team spirit are a wonderful addition to the team.

Stephanie lives in the Tampa area and when she is not working she enjoys walking, traveling, and is an active volunteer at several local community events.

Accounting services are not provided by LPL Financial.

Emily Cross

Client Service Associate

Emily joined the Wealth Advisors of Tampa Bay team in 2017 as a Client Service Associate. She provides support functions to the sales and operation of the registered investment advisor and broker/dealer activities. She enjoys being a resource for clients and assisting them with their administrative questions and helping to provide answers.

She is a graduate of the University of South Florida (USF) with a Bachelor of Science in Business Management. Her time at USF, in the business program, allowed her to learn about the financial industry and pushed her to continue a career in business. Her previous customer care experience, work ethic, and positive attitude are significant assets to the firm.

Emily resides in Tampa with her husband Kemper. She loves to spend time with her family and enjoys a beautiful day at the beach.