Financial Planning Consultants

Meet the Financial Consultants with CenterState Financial Services.

 

Kerry Kimmel-Geiger
(321) 421-6695
kgeiger@nbcsecurities.com

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.  


Kelly S. Paton
406 E Silver Springs Blvd
Ocala, FL 34470
(352) 368-1050
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.


Richard GantRichard Gant
6930 Gall Blvd.

Zephyrhills, FL 33542
(813) 783-8122
rgant@nbcsecurities.com
 
Serving Zephyrhills, Bushnell, Dade City,
Leesburg, Clermont, Groveland,
Eustis,
Crystal River, Inverness, and Spring Hill
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
300 W Central Ave
Lake Wales, FL 33853
863-802-0739
iaramati@nbcsecurities.com
Serving Lake Wales, Lake Ashton, Haines
City South, Four Lakes, Southern Dunes,
Posner Park and Four Corners
 

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. 
  
 David Hill
3880 S Nova Rd
Port Orange, FL 32127
(386) 322-2100
dhill@nbcsecurities.com

 
Serving Volusia and Putnam counties

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.

Gregory J. McKay, CFP®, M.S.
920 N John Young Pkwy
Kissimmee, FL 34741
(321) 507-2699
gmckay@nbcsecurities.com
  
Serving Winter Park, Sanford, Osceola
and
Brevard County
 

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 A. Capezza
855 21st St
Vero Beach, FL 32960
(772) 563-2341
lcapezza@nbcsecurities.com 
Serving Vero Beach, Okeechobee,
Clewiston, and LaBelle
 

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 Atkinson
 1815 SR 60 E
 Valrico, FL 33594
 (813) 681-4195
 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.  

  Valerie Strange
  VP/Financial Consultant
  904-345-4841 office


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.

 

 

  

Jeanne Moeller
NBC Securities, Inc.
(321) 421-6695
jmoeller@nbcsecurities.com
 

Serving CenterState Financial Services

 


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

 

Leah Backus
1500 Lee Rd
Winter Park, FL 32789
(407) 508-3024
lbackus@nbcsecurities.com

 

 

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.

Joe Wells
1101 First Street South Winter Haven, FL 33880
(863) 293-4006
jwells@nbcsecurities.com

 

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.

 

 

Offered through NBC Securities, Inc.
Member FINRA
/ SIPC

Products offered through NBC Securities, Inc. are
Not a deposit • Not insured by any government agency • Not FDIC insured • Not guaranteed by the bank • May go down in value