Stephanie Stanfield - Regions Wealth Advisor

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

Our TD Financial Advisor's prepare a personalized Client Profile and develop a unique holistic TD Wealth Plan built around your unique financial goals. Providing you financial guidance you can count on and financial solutions that adapt as your objectives change.

TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and objectives. Providing you advice you can trust and a legendary Client experience.