Paul O’Grady, Senior Wealth Advisor and Owner

Paul O’Grady, Senior Wealth Advisor and Owner

Paul O’Grady, Senior Wealth Advisor and Owner A University of South Florida graduate like his business partners, Paul entered into the insurance industry in 2001 as an agent with Northwestern Mutual. In 2003, he became an independent advisor and started his own...
Gus Gotsis, Senior Wealth Advisor and Owner

Gus Gotsis, Senior Wealth Advisor and Owner

Gus Gotsis, Senior Wealth Advisor and Owner Originally from Rochester, N.Y., Gus came to Tampa to attend the University of South Florida. After graduating in 1995 with a degree in accounting, he entered the financial arena working for Prudential. In 1997, he took the...
Robert Leone, Certified Trust and Fiduciary Advisor and Owner

Robert Leone, Certified Trust and Fiduciary Advisor and Owner

Robert Leone, Certified Trust and Fiduciary Advisor and Owner Robert began his career in the insurance and financial services industry in 1995 after graduating from the University of South Florida with a bachelor’s degree in accounting. After a few years of working as...