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

Visit my personal page

John J. Faircloth
John J. Faircloth, Jr. CFP

First Vice President Wealth Management
CERTIFIED FINANCIAL PLANNER (CFP)
813-227-2892

Visit my personal page

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


Alexander Keim
Alexander Keim

Wealth Strategy Associate
813-202-1028


Kathryn R. Queipo
Kathryn R. "Kathy" Queipo

Assistant Vice President
Senior Client Service Associate
813-227-2881


Valerie Morris Rodriguez
Valerie Morris Rodriguez

Senior Registered Client Service Associate
813-227-2888


Vanessa G. Herrmann
Vanessa G. Herrmann

Team Administrator
813-227-2819


Lisa M. Kasson
Lisa M. Kasson

Senior Registered Client Service Associate
813-227-2821


Nicholas J. Koen
Nicholas J. Koen

Client Service Associate
813-227-2807



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
John J. Faircloth, Jr. CFP

First Vice President Wealth Management
CERTIFIED FINANCIAL PLANNER (CFP)
J. Scott Knight, CFP

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

Vice President Wealth Management
Wealth Advisor
Portfolio Manager
Alexander Keim

Wealth Strategy Associate
Kathryn R. "Kathy" Queipo

Assistant Vice President
Senior Client Service Associate
Valerie Morris Rodriguez

Senior Registered Client Service Associate
Vanessa G. Herrmann

Team Administrator
Lisa M. Kasson

Senior Registered Client Service Associate
Nicholas J. Koen

Client Service Associate
Account Login
Remember me

First-Time User
Enroll Now
View Mailbox

Market Update

Year Ahead 2013
Cashin on the Markets
Top of the Morning Podcasts