Financial Planning Consultants
Meet the Financial Consultants with CenterState Bank Financial Services.
Office: (321) 421-6695
Cell: (321) 615-0263
SVP/Sales Manager, Florida
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.
Office: (407) 508-3024
Cell: (407) 474-2631
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.
Office: (813) 681-4195
Cell: (813) 215-6904
Serving Hillsborough County
Office: (813) 783-8122
Cell: (407) 538-8189
Serving Pasco, Lake, Sumter, Hernando and Citrus Counties
Office: (386) 409-9300 x 2856
Cell: (352) 434-8706
Serving Putnam, Volusia and Seminole Counties
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
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.
Office: (772) 426-8176
Cell: (772) 529-6442
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.
Serving the Duval County Area
Away from the business, she enjoys spending time with family and friends.
Serving Central and West Polk County
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!
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.
Serving Indian River, Northern St. Lucie, Okeechobee and Hendry Counties
John specializes in retirement planning, portfolio optimization, wealth management and retirement income planning and is an experienced and dynamic investment professional with almost 30 years in the financial services industry. John believes that a cornerstone of financial planning is the recognition that everyone’s individual economic and life situation is unique and that personalized service is essential when matching clients with the right financial products. John is properly licensed and registered with FINRA and the State of Florida to conduct general securities and investment advisory business. In addition, John is licensed by the State of Florida for Life, Health and Variable Annuities. He is a graduate of Indian River State College and has attended the Securities Training Institute and the Insurance Training Institute.
|Products offered through NBC Securities, Inc. are|
Not a deposit