Seibert Insurance Agency
5121 Ehrlich Rd Ste 111
Tampa, FL 33624
Karyn Roeling
(813) 960-4672
karyn@seibertagency.com
www.seibertagency.com
Member Since: 1998
Toombs Insurance Group
4551 Gunn Hwy
Tampa, FL 33624
Ryan Toombs
(813) 963-0596
ryan.toombs@allstate.com
www.allstate.com/ryan.toombs
Member Since: 2015
continues on the next page
LTC Financial Solutions/Healthcare
Solutions Team
5471 W Waters Ave Ste 300
Tampa, FL 33634
Diane Stoddart
(813) 363-6441
diane@ltc-fs.com
www.ltcfinsol.com
Member Since: 2012
See ads pages 26 & 58
Mynatt Insurance Agency Inc DBA Bay
Cities Insurance Inc
1316 W Busch Blvd
Tampa, FL 33612-7710
Timothy J Castle
(813) 932-5511
tim@mynattinsurance.com
www.mynattInsurance.com
Member Since: 2005
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)
2018-2019 CARROLLWOOD AREA BUSINESS ASSOCIATION DIRECTORY USECABA.COM 49
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/ryan.toombs
/www.ltcfinsol.com
/www.mynattInsurance.com
/USECABA.COM
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