Upcoming Events

Cooking Class

  • Santo Montalbano, Branch Manager, CRPC, APMA
  • Ravi Talati, CIMA, Regional Director, Wells Fargo Funds and John Molinari, First Trust Portfolios

Please join us for this celebration of the culinary arts! It will be a unique cooking experience. Bon Appétit!

To reserve a spot: call us at 813.868.8700

Past Events

Golf

  • Santo Montalbano, CRPC, APMA Branch Manager
  • Mark Barausky, RVP, Invesco

Ready, Set, Golf! It would be our pleasure to treat you to a round of golf. Please join us for good golf, good company and a good time.

To reserve a spot: call us at 813.868.8700

Wine Tasting

  • Santo Montalbano, CRPC, APMA Branch Manager
  • Rob Schlegel, Senior Regional Director Virtus Investment Partners and Travis Conlan, Regional Director Hines Securities, Inc.

Please join us for a wine tasting experience in a private setting. Cheers!

To reserve a spot: call us at 813.868.8700