Are You a High Net Worth Individual, Family, Business Owner,
or Professional Seeking Comprehensive Financial Planning
and Innovative Investment Ideas?
We understand the unique goals and challenges of high net worth clients and provide independent
advice with fiduciary responsibility. We lead the charge, taking steps to effectively coordinate the
complex tax and legal issues of our clients with their other professionals. Our team takes pride in
exceeding clients’ expectations when it comes to simplifying their busy lives. With a solid foundation
of local relationships and the full resources of Raymond James Financial, we have a comprehensive
arsenal available and ready to meet most any need.
If this sounds like something you would like to learn more about, we are excited to share what sets
us apart and the benefits of being a part of our Private Client Group. We invite you to call us today at
(727) 351-5327 to schedule a complimentary and confidential meeting.
NOVEMBER/DECEMBER 2018 | TAMPA BAY MAGAZINE 23
Todd M. Hoffman, CFP®, CPM®
Founding Partner
Executive Managing Director
Wealth Manager
Senior Portfolio Management Director
727.351.5323
Frank V. Hibbard, MBA
Founding Partner
Senior Vice President
Wealth Manager
727.386.5494
600 Cleveland Street, Suite 1150, Clearwater, FL 33755
O 727.351.5333 // TF 844.367.1613 // F 727.281.8115 // www.stewardpartners.com
Steward Partners Global Advisory, LLC and Hoffman Hibbard Private Wealth Group maintain a separate professional business relationship
with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC.
Investment advisory services offered through Steward Partners Investment Advisory, LLC