Financial Planning Consultants

Meet the Financial Consultants with CenterState Bank Financial Services.

 


Kerry Kimmel-Geiger
Office: (321) 421-6695
Cell: (321) 615-0263

kgeiger@nbcsecurities.com

SVP/Sales Manager, Florida
NBC Securities Inc.

Kerry serves as a SVP and Sales Manager for NBC Securities, Inc. in the Florida market. She has over two decades of experience in the financial services industry. In her role, Kerry leads our team of financial advisers providing all aspects of programs and services - from financial consulting, investment strategies, portfolio reviews, financial plans, and individual and business retirement plans.



Leah Backus
Office: (407) 508-3024
Cell: (407) 474-2631

lbackus@nbcsecurities.com

State Retirement Plan Specialist

Leah serves as the VP/Retirement Services and Financial Advisor for CenterState Financial Services. She has nearly thirty years’ experience in the Financial Services industry, serving in various positions ranging from client services where she oversaw the implementation of customized financial products to Director of Sales and Service in 401(k )and life insurance. She holds her Series 7, 6 and multiple insurance licenses. Leah prides herself on developing personal relationships with each of her clients, as well as, her deep knowledge of available programs that help her clients reach their financial goals.



Karen Atkinson

Office: (813) 681-4195
Cell: (813) 215-6904

katkinson@nbcsecurities.com

Serving Hillsborough County

Karen has over 25 years’ experience in the financial services industry. She is a native of Ohio where she earned a bachelor’s degree in business administration from Baldwin Wallace College. Karen has earned her FINRA S7, S6, S26, and S66 licenses as well as her Florida insurance license. She serves clients in the Hillsborough County area and specializes in retirement planning, portfolio optimization and income planning strategies.



Richard Gant
Office: (813) 783-8122
Cell: (407) 538-8189

rgant@nbcsecurities.com

Serving Pasco, Lake, Sumter, Hernando and Citrus Counties

Richard Gant began his career in the Financial Services Industry in 1997. Currently, he serves as a Vice President and Investment Officer for CenterState Bank. Richard earned a Bachelor’s Degree in Economics from Southeastern Louisiana University. He holds a Series 7, 24, 63 and is a Registered Investment Advisor Representative. Richard received a Certified Funds Specialist (CFS®) designation from the Institute of Business & Finance. As well, he holds Life, Health & Annuity Licenses.



Jeffrey Krug
Office: (386) 409-9300 x 2856
Cell: (352) 434-8706
jkrug@nbcsecurities.com

Serving Putnam, Volusia and Seminole Counties

Jeff has been in the financial services industry since 1997. He has earned the designation of CRPC®, Chartered Retirement Planning Counselor. He has also studied financial planning from the University of Central Florida in addition to earning his Bachelor’s degree from UCF. Jeff currently holds his Series 7, 31, 63 and 65 securities licenses along with the State of Florida Life, Health and Annuity licenses.

Jeff manages all aspects of financial planning for his clients including wealth management, retirement planning, 401K rollovers and retirement income.



Kelly S. Paton
Office: (352) 368-1050
Cell: (772) 233-2132

kpaton@nbcsecurities.com

Serving Marion County

Kelly is a Registered Investment Adviser Representative and earned his Bachelor’s Degree from the University of New Hampshire. He has over 30 years’ experience in the Financial Services industry and holds a FINRA Series 7, Series 66, and Florida insurance licenses. Kelly has earned annual industry recognition by receiving multiple achievement awards.


Kelly has dedicated his practice to helping individuals achieve their financial goals and is known for his proven ability to provide clients with vital financial information on a timely basis.


Christopher Rankin
Office: (772) 426-8176
Cell: (772) 529-6442
crankin@nbcsecurities.com

Serving Martin, Palm Beach and Southern St. Lucie Counties

Christopher Rankin is an experienced professional with over 10 years in the financial services industry. He is a Certified Financial Planner® and has earned his Series 7 and 63 FINRA registrations and the State of Florida Health, Life & Variable Annuity License. Chris uses a comprehensive approach to develop strategies to meet clients’ financial needs. In addition, he is a Chartered Life Underwriter and Life Insurance Agent which enables him to assist clients with their insurance needs which protects their families and businesses.

Chris specializes in customizing solutions for business owners, professional practices, executives and entrepreneurs.



Valerie Strange
Office: (904) 345-4841
Cell: (904) 860-7424
vstrange@nbcsecurities.com

Serving the Duval County Area

As a Financial Consultant and Investment Advisor Representative, Valerie has more than 20 years of financial services experience. Her past career as a National Sales Director offering insurance solutions to individual investors provided an ideal foundation for her work as a financial advisor. Valerie holds her Financial Industry Regulation Authority (FINRA) Series 7, 63 and Florida Life, Health and Variable Annuities licenses. Attention to detail, good listening skills and great empathy are qualities admired by her clients.

Away from the business, she enjoys spending time with family and friends.



Joe Wells
Office: (863) 293-4006
Cell: (407) 432-4107

jwells@nbcsecurities.com

Serving Central and West Polk County

Joe has been in the financial services industry since 1997 and has earned the professional designation of CRPC®, Chartered Retirement Planning Counselor. Additionally, he holds his Series 7, Series 26, Series 63, Series 66 and State of Florida Insurance license. A native of Florida, he earned his Bachelor’s degree in Finance at the University of Central Florida. Joe focuses on advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He works diligently to assess his clients’ financial situations, as well as goals and objectives, so they can develop and execute an appropriate investment plan designed to obtain the results that the clients desire.



Amy Bottegal

(772) 426-8117
abottegal@nbcsecurities.com

Serving CenterState Financial Services

Amy is the Registered Sales Assistant for Christopher Rankin. She possesses her Financial Industry Regulation Authority (FINRA) Series 6 and her Florida Life, Health and Variable Annuities Licenses. She has over 14 years of experience in assisting clients. She is originally from Pittsburgh and an avid Steelers fan!

 


 


Fred Wright
Office: (407) 847-4577
Cell:  (407) 758-7486
fwright@nbcsecurities.com 

Serving Osceola County 

Fred has nearly two decades of experience as a financial advisor for both individual clients and their families as well as business clients.  He focuses on relating to clients and listening to their needs and objectives, and then advises them on the investments that best meet those needs.  Consulting with other CenterState Bank banking partners to offer complete financial packages to businesses is another important focus.  Fred is experienced in all types of investment products.  He has a Bachelor’s Degree in Economics from Thomas Edison State College and holds the FINRA Series 7 General Securities Representative registration, and is properly licensed and registered with FINRA and the State of Florida to conduct general securities and investment advisory business.  He also is licensed with the State of Florida for Life, Health and Variable Annuities.



Offered through NBC Securities, Inc.
Member FINRA
/ SIPC

Products offered through NBC Securities, Inc. are
Not a deposit