Expertise you can count on



With a combination of experience and knowledge, we provide clients with suitable investment advice and personalized service.  Using our firm’s vast resources and research capabilities, our team is able to help investors pursue their long-term financial goals.  We contact our clients regularly so we stay informed of their changing situations, objectives and needs.  By developing disciplined investment strategies based on each client’s specific goals, we offer investors appropriate and timely financial choices.

Lawrence R. Bevis
Lawrence R. "Larry" Bevis, II, CIMA

Senior Vice President Wealth Management
813-227-2842


Mark Scaglione
Mark Scaglione

Senior Vice President Wealth Management
Wealth Advisor
Senior Portfolio Manager
813-227-2860

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J. Scott Knight
J. Scott Knight, CFP

Vice President Wealth Management
Wealth Advisor
Senior Portfolio Manager
813-227-2823


Michael Carey
Michael Carey, CFP

Vice President Wealth Management
Wealth Advisor
Portfolio Manager
813-227-2837


Valerie Morris Rodriguez
Valerie Morris Rodriguez

Senior Registered Client Service Associate
813-227-2888


Kathryn R. Queipo
Kathryn R. "Kathy" Queipo

Senior Client Service Associate
813-227-2881


Vanessa G. Herrmann
Vanessa G. Herrmann

Senior Registered Client Service Associate
813-227-2819


Lisa M. Kasson
Lisa M. Kasson

Senior Registered Client Service Associate
813-227-2821



Tampa Wealth Management Group

Tampa Wealth Management Group

100 South Ashley Drive
Suite 1800
Tampa, FL 33602

813-221-5555
800-327-8630
877-564-7785 fax


Lawrence R. "Larry" Bevis, II, CIMA

Senior Vice President Wealth Management
Mark Scaglione

Senior Vice President Wealth Management
Wealth Advisor
Senior Portfolio Manager
J. Scott Knight, CFP

Vice President Wealth Management
Wealth Advisor
Senior Portfolio Manager
Michael Carey, CFP

Vice President Wealth Management
Wealth Advisor
Portfolio Manager
Valerie Morris Rodriguez

Senior Registered Client Service Associate
Kathryn R. "Kathy" Queipo

Senior Client Service Associate
Vanessa G. Herrmann

Senior Registered Client Service Associate
Lisa M. Kasson

Senior Registered Client Service Associate
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