Meet The Team

Our financial services firm has been around since the 1930s. Our collective, affiliated financial advisors serve 250,000 households of every age in every US state.

Our firm’s staff serves our advisors and assists in serving their clients. That provides our advisors with an accordion-style, more expansive support team than they normally have. They are permitted to show that more expansive team in their marketing literature.

Our staff comprise a dynamic set of capabilities, including operations, case management, investment expertise, marketing, administration, compliance, and strategic consulting. We’ll help propel your practice to a higher level.

Robert Coleman

President & CEO

Bev Bouchard

Chief Operations Officer

Chrissy Oakley

Operations Associate

Maria Moreno

New Business Underwriting

Lyn Horowitz

Director of Compliance

Paul Bonaros

Director of Investment Strategy Group

Chuck Ruddy

Director of Marketing and Practice Management | Financial Advisor

Name

Alice Johnson

Director of Operations

Disclosures

The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
We are registered to sell securities in the following states:*
Alabama, Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, New York, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington.
We are licensed to sell Insurance products in the following states:*
Alabama, Colorado, Florida, Georgia, Idaho, Illinois, Kentucky, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
* State securities registration and insurance licensing varies by affiliated advisor and representative.
Maps and some building imagery may be sourced with approval from Google Maps.
NextPhase™ is a retirement program offered exclusively through Advisor Group, which owns our broker-dealer, Royal Alliance Associates.
MyStages® is a consumer financial wellness program by Signature Financial Solutions, LLC.
Signature Financial Solutions, LLC
1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
Main Office: 813-287-8800  |  ask@sfsfirm.com
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