Dean Hoover at Steward Partners

A Partnership Built By and For Today's Wealth Advisors and Their Clients

At Frank Winston Crum Insurance, we leverage the skills of talented individuals to constantly innovate and challenge the status quo. We translate our passion into the best insurance experience for those we serve. Frank Winston Crum Insurance was founded in 2003 as a commercial insurance carrier, although its origins date back even further. With a passion for helping small business owners succeed, Frank W. Crum, Jr. and his father, Frank Crum, Sr., opened the Great American Temporary Service in 1981. Since then, the company has expanded and evolved into what is now known as the FrankCrum family of companies.

Successful Portfolios is an independent SEC-Registered Investment Advisor located in Clearwater, Florida, dedicated to guiding clients through financial uncertainty with a personalized and collaborative approach. Founded in 2010 by Parker Evans and Joe Baer, the firm manages over $240 million in assets for more than 150 clients, emphasizing transparency, resilience, and a commitment to helping individuals and families grow and protect their wealth. With a focus on tailored investments, Successful Portfolios offers a diverse mix of stocks, bonds, ETFs, and liquid alternatives, ensuring each client's financial journey is uniquely addressed. The firm partners with Charles Schwab and Interactive Brokers, leveraging their strengths to provide custom portfolio solutions that prioritize after-tax returns and keep clients informed of market developments. Generated from the website