Francisco Fernandez Leon - Regions Financial Advisor

With Regions Private Wealth Management offices located across 15 states and a staff of more than 500 associates, you can be assured the solutions we recommend are designed to objectively address your current and future needs.

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

Belleair Wealth Strategies is a Clearwater-based wealth management firm that offers sophisticated financial solutions tailored to the individual needs of their clients. With a client-focused approach, their team of experts guides individuals, families, business owners, corporate executives, healthcare professionals, retirees, and women investors through the complexities of the financial world, providing comprehensive plans aligned with specific investment requirements. Recognizing that the gratification of wealth lies in its wise application, Belleair Wealth Strategies applies their proven expertise effectively to pursue clients' goals and objectives. They provide a depth of ability and resources to match clients' investment needs, ensuring they make the most of each opportunity. With a commitment to excellence and a track record of success, Belleair Wealth Strategies is dedicated to exceeding client expectations and helping them achieve financial success.Generated from the website