Belleair Wealth Management, LLC

James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ credential and Series 63 and 66 licenses, with 31 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been involved with Bankes Planning Associates, Inc. since 2002, where he serves as CEO and Certified Public Accountant, offering tax planning and accounting services. He also acts as an independent insurance agent. Belleair Wealth Management, LLC is a fee-based fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs a multi-method investment approach, including core-satellite and tactical strategies, and integrates accounting and insurance services through formal affiliations.

David Kruis is a financial advisor at Belleair Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Belleair Wealth Management since 2015 and Calton & Associates, Inc. since 2016. He is also an officer of David J Kruis, LLC, where he is involved in life insurance sales and serves as a sales solicitor for Belleair Wealth Management. Belleair Wealth Management is a fee-based fiduciary firm serving individual and high-net-worth clients with discretionary portfolio management, wealth planning, and consulting services. The firm employs a variety of investment strategies and analysis methods and maintains formal affiliations with accounting and insurance professionals as part of its broader financial solutions.

Melissa Pinkerton is a financial advisor at Belleair Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mercer Global Advisors Inc. and Raymond James & Associates, Inc. Belleair Wealth Management, LLC is a fee-based, fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management, wealth-planning services, and consulting. The firm employs a range of investment strategies and maintains formal affiliations with accounting and insurance firms.

Randy Pattison is a financial advisor with Belleair Wealth Management, LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has been with Belleair Wealth Management since 2012 and also serves as the managing member and general agent of Belleair Health, LLC, a Florida insurance agency offering life and health insurance products. Pattison is a general member and owner of Pattison Wealth, LLC, which markets insurance and investment products. Belleair Wealth Management is a fee-based, fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs multiple analysis methods and a range of investment strategies, and it is notable for its formal affiliations with an accounting firm and an insurance agency.

Tamrah Bordini is a financial advisor at Belleair Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and has a background spanning roles at Inspire Advisors, LLC and Perry's Diamonds and Estate Jewelry. Outside of her advisory work, she owns Antique Jewelry Love, LLC, an online retail boutique specializing in jewelry. Belleair Wealth Management, LLC is a fee-based, fiduciary wealth manager serving individual and high-net-worth clients with discretionary portfolio management and wealth-planning services. The firm employs multiple analytical methods and diverse investment strategies while maintaining formal affiliations with accounting and insurance firms.