Newly combined practice group sought innovative, resourceful platform.
Tampa, FL (April 1, 2022) – Two experienced financial advisors have combined their financial practice capabilities and took a leap ahead today when they joined Signature Financial Solutions, ranked as one of the largest Tampa Bay-area financial advisory firms.
Kevin Cool, a 21-year financial services veteran, formerly with John Hancock and AIG in the Tampa Bay area, has helped numerous advisors design investment and insurance strategies to fit a wide range of unique needs. Kevin joins with Jim Grady, a former managing principal of the St. Petersburg office of Lincoln Financial Advisors and himself a 34-year financial services veteran.
The new team brings their 55-years of combined experience to Signature Financial Solutions, which itself has a corporate lineage dating back to the 1930s.
“Jim and I have ample experience and a desire to grow our combined practice. What we lacked was a firm that could provide the hands-on support for our day-to-day activities that also had the resources required to empower our practice with the resources a digital platform requires today. That’s a high bar to meet. We needed a paperless new business processing platform to help us grow efficiently, robust data security systems to help protect our clients and our practice, 24/7 client account access, support for the numerous apps required to be digital-capable, and a turnkey peer support community because while we wanted our independence we appreciate how peers can help you identify and solve common problems more quickly than when you’re operating alone. After a thorough search we found everything on that list with Signature Financial Solutions and their affiliation with one of the largest financial networks in the US”, Cool explained.
Signature Financial Solutions is a Tampa-based financial services firm with 110 financial advisors, professionals, and support staff. It collectively serves 250,000 households in all 50 states. It provides investment advisory, insurance, financial planning, and other consultative services to individuals, families, and business owners. Additional information is available at sfsfirm.com
Robert Coleman, President & CEO
Signature Financial Solutions
813-868-6901 | firstname.lastname@example.org | 1511 N Westshore Boulevard, Suite 1100, Tampa, FL 33607
Securities and investment advisory services offered through RAA, member FINRA/SIPC.
RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 1511 N Westshore Boulevard, Suite 1100, Tampa, FL 33607. 813-287-8800. Mar-22 4647030