Coquina Private Wealth Advisors

Joseph Williams is a CFP® and ChFC® with 55 years of industry experience. He is currently with Coquina Private Wealth Advisors and has previously worked at Raymond James Financial Services and other firms. Outside of his advisory work, he holds a minority ownership in a golf course and serves as a trustee for family trusts. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs individualized portfolios using both fundamental and technical analysis.

Tyler Amendola is a financial advisor at Coquina Private Wealth Advisors with a Series 65 designation and approximately one year of industry experience. His background includes roles at Amendola Financial Group and Coquina Private Wealth LLC, as well as time spent as a full-time student. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages roughly $392 million on a discretionary basis and offers retirement-plan consulting, building portfolios tailored to client-specific policies using both fundamental and technical analysis.

Stephen Cook is a financial advisor with Coquina Private Wealth Advisors in Port Charlotte, FL, holding a Series 63 designation and bringing 48 years of industry experience. His prior roles include positions at Williams Financial Services, Inc. and Raymond James Financial Services, where he worked for over three decades. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and offers retirement-plan consulting, utilizing both fundamental and technical analysis to build individualized portfolios aligned with client-specific goals.

Leah Van Welie is a financial advisor at Coquina Private Wealth Advisors with 29 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. and Williams Financial Services, Inc. among other firms. She also serves as the secretary and office manager at Williams Financial Services, Inc. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs both fundamental and technical analysis to build individualized portfolios aligned with client-specific investment policies.

Shannon Sapp is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Coquina Private Wealth Advisors and has previously worked at Raymond James Financial Services and SunTrust Advisory Services. Outside of his advisory role, Sapp serves as secretary for Butterfly Arising, an anti-trafficking nonprofit, and holds board positions with Grace Bible Church and the Givewell Community Foundation. Coquina Private Wealth Advisors provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million in discretionary assets and employs a tailored investment approach that integrates fundamental and technical analysis alongside estate, tax, business, insurance, and retirement planning.

Laura Amendola is a CFP® professional with over 31 years of experience in financial advising. She is currently with Coquina Private Wealth Advisors and has held roles at Raymond James Financial Services and her own firms, including Amendola Financial Group, Inc. and Wealthcare4Widows, LLC, which focuses on financial processes tailored for widows. Coquina Private Wealth Advisors provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and offers services including retirement-plan consulting and customized portfolio management using both fundamental and technical analysis.

Walter Mortimer is a financial advisor at Coquina Private Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and operated his own consulting business. Coquina Private Wealth LLC provides investment management and comprehensive financial planning to individuals, charitable organizations, and corporations. The firm manages approximately $392 million on a discretionary basis and employs a client-specific investment approach that includes both fundamental and technical analysis.