Advisors at this firm
Christopher H
CFP®, Series 65
St. Petersburg, FL
ARS Wealth Advisors
Christopher Hill is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with ARS Wealth Advisors and its predecessor since 2016, following two years at Raymond James. He is based in St. Petersburg, FL. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing ongoing portfolio management alongside financial planning and tax preparation/consulting. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and tailors investment programs to individual objectives.
Samuel H
Series 63
St. Petersburg, FL
ARS Wealth Advisors
Samuel Holloway is a financial advisor at ARS Wealth Advisors with 24 years of industry experience. He previously led Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Holloway holds a Series 63 designation. Outside of his advisory role, he is an independent representative for fixed insurance products and owns Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.
Anthony A
Series 63, Series 65
St. Petersburgh, FL
ARS Wealth Advisors
Anthony Anderson is a financial advisor with ARS Wealth Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with ARS Wealth Advisors and its predecessor entities since 2004. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.
Adrian N
CFP®, Series 65
St. Petersburg, FL
ARS Wealth Advisors
Adrian Neutz is a CFP® and Series 65 registered advisor with ARS Wealth Advisors in St. Petersburg, FL. He has two years of industry experience, previously working at Atlas Fiduciary Financial and The Hartford Insurance Group. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and offers integrated tax services alongside access to affiliated insurance and credit solutions.
Jessica M
Series 65
St. Petersburg, FL
ARS Wealth Advisors
Jessica Marshall is a financial advisor at ARS Wealth Advisors with five years of industry experience. She holds a Series 65 credential and has worked previously at Holloway Wealth Management. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.
Richard H
Series 63, Series 65, Series 66
St. Petersburg, FL
ARS Wealth Advisors
Richard Heiman is a financial advisor at ARS Wealth Advisors with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with ARS Wealth Advisors and its predecessor entities since 2016. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation and consulting services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.
Andrew S
Series 65
St. Petersburg, FL
ARS Wealth Advisors
Andrew Swenson is a financial advisor at ARS Wealth Advisors with 17 years of industry experience. He holds a Series 65 license and has been with ARS Wealth Advisors and its predecessor entities since 2008. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, providing portfolio management along with financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.
Sean M
Series 66
St. Petersburg, FL
ARS Wealth Advisors
Sean Marrozos is a financial advisor at ARS Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Charles Schwab. Outside of his advisory work, he has experience in the restaurant industry. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth investment approach with a long-term horizon and utilizes an Investment Committee for oversight.
Ryan O
CFP®, Series 63, Series 65
St. Petersburg, FL
ARS Wealth Advisors
Ryan O'Leary is a CFP® professional with 21 years of industry experience, currently serving as an advisor at ARS Wealth Advisors. His prior experience includes roles at International Assets Investment Management, Sandra Morris Financial, Mercer Global Advisors, and other firms. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity strategy with a long-term investment horizon and uses third-party platforms for reporting and trade reconciliation.
Cooper K
Series 65
St. Petersburg, FL
ARS Wealth Advisors
Cooper King is a financial advisor at ARS Wealth Advisors with a Series 65 designation and four years of industry experience. His prior roles include positions at Sanders, Holloway, and Ryan and academic experience at Florida State University and Oxbridge Academy of the Palm Beaches. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.
Jonathon V
Series 63
St. Petersburg, FL
ARS Wealth Advisors
Jonathon Visscher is a financial advisor with ARS Wealth Advisors in Gainesville, FL, holding a Series 63 designation and 22 years of industry experience. He previously worked at Holloway Wealth Management, LLC for 17 years before joining ARS Wealth Advisors in 2022. Outside of his advisory role, he acts as an independent representative for various insurance carriers focusing on fixed products. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes third-party platforms for reporting and trade reconciliation.
Michael H
CFP®, Series 66
St. Petersburg, FL
ARS Wealth Advisors
Michael Hinson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at ARS Wealth Advisors since 2023. His prior experience includes roles at Splunk, Sequoia Financial Group, and Mercer Global Advisors. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans by providing portfolio management, financial planning, and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.
Caroline H
CFP®, Series 63, Series 65, Series 66
St. Petersburg, FL
ARS Wealth Advisors
Caroline Holloway is a CFP® professional with 22 years of experience in financial advising. She has worked at ARS Wealth Advisors since 2022 and previously led Holloway Wealth Management for 17 years. Outside of her advisory work, she is the owner of Bishop Real Estate LLC. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and customizes investment programs based on individual objectives.
Michael M
CFA®, Series 63, Series 65
St. Petersburg, FL
ARS Wealth Advisors
Michael Murray is a CFA® charterholder with 18 years of industry experience, currently serving at ARS Wealth Advisors in St. Petersburg, FL. He has been with ARS Wealth Advisors and its predecessor entities since 2015. ARS Wealth Advisors provides portfolio management, financial planning, and tax preparation services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and uses third-party platforms for reporting and trade reconciliation.
Gilbert U
CFA®, Series 63, Series 65
St. Petersburg, FL
ARS Wealth Advisors
Gilbert Ulrich is a CFA® charterholder with 19 years of experience in the financial industry. He has been with ARS Wealth Advisors and its related entities since 2006 and is currently based in St. Petersburg, FL. ARS Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans, offering portfolio management alongside financial planning and tax preparation services. The firm employs a blended value-and-growth equity approach with a long-term investment horizon and utilizes an Investment Committee for oversight.