Fenn Giles Email
Managing Partner and Investment Committee Member @ Wealth Advisors of Tampa Bay
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Fenn Giles Location
- Tampa, FL, US
Fenn Giles Work
- Managing Partner and Investment Committee Member @ (April 2024 - Present)
- Wealth Advisor @ (August 2014 - Present)
- Vice President- Investment Specialist @ (January 2011 - August 2014)
- Advisor, Specialist, Senior Advisor @ (August 2007 - January 2011)
- Internal Wholesaler, Senior Sales Associate, Sales Associate @ (August 2004 - August 2007)
- Mutual Fund Research Associate @ (January 2002 - January 2004)
Fenn Giles Education
- University of South Florida
Fenn Giles Skills
- Alternative Investments
- Private Equity
- Certified Financial Planner
- Series 7
- Series 65
- Series 63
- Retirement Planning
- College Education Planning
- Investment Management
- Estate Planning
- Wealth Management
- Investments
- Mutual Funds
- Portfolio Management
- Financial Services
- Securities
- Equities
- Financial Advisory
- Finance
- Financial Planning
- Investment Advisory
- Asset Management
Fenn Giles Summary
- Fenn Giles, based in Tampa, FL, US, is currently a Managing Partner and Investment Committee Member at Wealth Advisors of Tampa Bay. Fenn Giles brings experience from previous roles at Wealth Advisors of Tampa Bay, Citi Bank Product Management & Sales and Franklin Templeton Investments. Fenn Giles holds a University of South Florida. With a robust skill set that includes Alternative Investments, Private Equity, Certified Financial Planner, Series 7, Series 65 and more. Fenn Giles has 2 emails on RocketReach.
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