My firm is a "Fee Only" registered investment advisor (RIA) and financial planning firm with offices in Sarasota, FL and Germantown, TN that is dedicated to helping you build wealth, protect it, and pass it down from one generation to the next.
Germantown, TN - Tampa, FL - Huntsville, AL
1990 Main Street, Suite 750, Sarasota, FL 34236
Dedicated to helping you build wealth, protect it, & pass it on to future generations.
In 1992, my mother lost her battle with cancer. As I was helping to settle her estate, I realized just how much my family could have benefited
by having a comprehensive financial, tax, and estate plan. I've now spent the last 20 years helping other families to build wealth, protect it, and pass it on to future generations.
I am a CERTIFIED FINANCIAL PLANNER™ and registered investment adviser (RIA) that manages money for a fee, not a commission. As an RIA, I have a fiduciary duty to make sure that any investment recommendations are in my client's best interest. All client assets are held by a separate, independent custodian. My primary custodian is TD Ameritrade Institutional, but I also manage some money at Fidelity.
In addition to my duties as a Portfolio Manager, I write a monthly column for ABC News. Click here for the latest article: http://abcnews.go.com
Mr. Studdard has been listed in the "Guide to America's Best Financial Planners" published by Consumers' Research Council of America, an independent research company. He has also been named, "The Best of the Best" and "The Top 1% in Their Field" by America's Top Advisors. He can be reached in Sarasota FL at (941)228-1016 or in Germantown TN at (901)355-4713.