Financial Planning Consultants
Meet the Financial Consultants with CenterState Financial Services.
| 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. | ||||||
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| 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.
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| 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, 9, 10, 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. | ||||||
| Ilan Aramati came to CenterState from Metlife where he spent eight years providing services that included Retirement Planning, Estate Planning, and is a specialist in the Non-Profit and Civil Service Arena. Ilan is originally from New York City where he spent 20 years as a member of the New York City Police Department. Ilan began his career in the Financial Service Industry in 2000, he holds a Series 7 designation and is licensed in Florida and New York in Life, Health and Annuities. | ||||||
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| David is a Financial Adviser, Registered Investment Adviser Representative, and an authorized 403-B representative in Volusia and Collier counties of Florida. He holds his Financial Industry Regulation Authority (FINRA) Series 7, 63, 65 and Florida Life, Health and Variable Annuities licenses. David manages all aspects of financial planning for his clients including wealth management and retirement planning. | ||||||
| As a Financial Adviser and a Certified Financial Planner, Greg has more than 27 years of investment and banking experience. He specializes in providing advice on investment options and portfolio management to his clients. Greg holds his Financial Industry Regulation Authority (FINRA) Series 7, 63 and Florida Life, Health and Variable Annuities licenses as well as a Master’s Degree in finance from the College of Financial Planning. Additionally, he is a member of the International Association of Financial Planners. | ||||||
| Louis serves as a Vice President and Investment officer for CenterState bank and has worked in the financial services industry since 1998. He is a native of Florida and was raised on the Treasure Coast where he resides with his wife, Jennie and their three children. Louis is a graduate of the University of Florida and has earned his FINRA Series 7, Series 63, Series 66 and Florida Life, Health and Annuity licenses. He specializes in providing individualized asset management and solutions for clients with an emphasis on service and integrity. | ||||||
| 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. | ||||||
 Valerie Strange
| 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. |
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| Jeanne serves as Registered Assistant for NBC’s Office of Supervisory Jurisdiction in Florida. She possesses her Financial Industry Regulation Authority (FINRA) Series 7 and 63 licenses, in addition to her Florida Life, Health and Variable Annuities Licenses. Jeanne assists the firm's Financial Advisers with a variety of client account services, such as managing new client relationships, opening and transferring accounts, processing client letters of instruction and executing transactions at the direction of the Financial Advisers. She is a fully trained para-planner and assists advisers as they create written financial plans for clients | ||||||
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| Leah serves as the Vice President of Retirement Services and 401k specialist 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. | ||||||
Offered through NBC Securities, Inc. Products offered through NBC Securities, Inc. are | |||||||
