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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.
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.
As an experienced Wealth Advisor, Gessie believes that a comprehensive approach to financial planning helps clients to better align their financial and lifestyle goals.
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.
Stephanie is the Accountant /Operations Associate for Wealth Advisors of Tampa Bay. Her responsibilities include various firm accounting duties and preparing financial documents.
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.