Legend Oaks Apartments
4714 N Habana Ave
Tampa, FL 33614
Vivian Gonzalez
(813) 876-6999
vgonzalez@robbinsre.com
www.robbinspropertyllc.com
Member Since: 2013
APPAREL & ACCESSORIES
Blissfully Yours Boutique
2312 W Waters Ave
Tampa, FL 33604
Patricia Norris
(813) 968-5343
blissfullyyours70@gmail.com
www.blissfullyyours.com
Member Since: 2017
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www.plantationpetvet.com
Member Since: 2016
See ad page 49
APARTMENTS
Brookview Citrus Park
12780 Olive Jones Rd
Tampa, FL 33625
Lisa Shea
(813) 515-5988
lshea@incoreresidential.com
www.brookviewatcitruspark.com
Member Since: 2017
Lakes of Northdale
16297 Northdale Oaks Dr
Tampa, FL 33624
Carmen Mann
(813) 969-3333
cm.northdale@irtliving.com
www.lakesofnorthdale.com
Member Since: 2013
Understand your investor
profile before you reallocate
The stock market has its own vocabulary in the minds of investors: volatility, asset allocation and
diversification. However, there is one critical term that many financial advisors agree should be
considered well before any of the others: your personal investor profile.
What does it mean? Certainly, the meaning can
be different for each investor and, advisors say,
that’s exactly the point. Before any investor can
determine his or her proper strategy — and thus
the proper allocation of assets in a portfolio — a
map, of sorts, should be created, showing where
that investor would like to go. If the map is the
financial plan, the key to that map is the investor
profile. Components of an investor’s profile
include goals, time horizon and risk tolerance.
Contact me to learn more:
Barbara Sekely
Financial Advisor
Office 813-286-9196, ext. 121
Cell 727-409-7761
Past performance is no guarantee of future results. Please remember that diversification and asset allocation do not guarantee a profit or protect
against loss in a declining market. They are methods used to help manage risk. Investment return and principal value will fluctuate, and it is possible
to lose money by investing.
Securities and investment advisory services offered through Waddell & Reed, Inc., a Broker/Dealer, Member
FINRA/SIPC, and Federally Registered Investment Adviser. Waddell & Reed does not provide tax or legal advice.
Investing involves risk and the potential to lose principal.
NOT FDIC/NCUA INSURED | MAY LOSE VALUE | NO BANK GUARANTEE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Waddell & Reed, Inc. 37449 (10/17)
2017-2018 CARROLLWOOD AREA BUSINESS ASSOCIATION DIRECTORY USECABA.COM 15
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