Broker Check

Our Team

Robert "Fenn" Giles, Jr., MBA, CIMA®

President | Partner

Fenn is a founding partner 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.

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Roger Martin, CFP®

Sr. Wealth Advisor | Partner

Roger is a founding partner of Wealth Advisors of Tampa Bay and acts as the firm’s Senior Portfolio Manager and Chief Financial Officer. He has over 25 years of experience in working with individual and corporate clients.

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Gelsomina "Gessie" Lipscomb, CFP®

Wealth Advisor

As an experienced Wealth Advisor, Gessie believes that a comprehensive approach to financial planning helps clients to better align their financial and lifestyle goals.

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Robert Fenn Giles III, CFP®, CAIA

Wealth Advisor

Fenn is a Wealth Advisor and serves on the firm’s Investment Committee. He has over a decade of experience in the financial services industry helping clients work towards their financial goals.

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Carla Schoolfield

Client Service/Operations Manager

Carla joined Wealth Advisors of Tampa Bay in 2012, bringing over a decade of financial services industry experience to her dual role as a Client Service Associate and Operations Manager.

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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. 

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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.

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