Econologics Financial Advisors

Liam Black is a financial advisor at Econologics Financial Advisors with a Series 65 designation and four years of industry experience. He has worked at Econologics since 2021 and has prior experience in title services, real estate, and insurance. Outside of advising, he is involved with Coast to Coast Title of Clearwater and Keller Williams Realty. Econologics Financial Advisors serves owners of private professional practices and their associates, offering financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment strategies and proprietary tools such as Econometry® Analytics to support ongoing client planning and portfolio management.

Eric Gersch is a financial advisor at Econologics Financial Advisors with eight years of industry experience. He holds a Series 65 designation and has been with Econologics since 2016, following a year at Lincoln Financial Advisors. Econologics Financial Advisors serves owners of private professional practices and their associates by providing comprehensive financial planning, investment advisory, and practice-exit planning services. The firm creates customized Investment Policy Statements and employs a range of strategies, often utilizing third-party portfolio managers and proprietary tools like Econometry® Analytics to support ongoing client planning and portfolio oversight.

Eric Miller is a financial advisor at Econologics Financial Advisors in Largo, FL, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Econologics Financial Advisors since 2008. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm uses customized Investment Policy Statements and third-party Portfolio Managers, along with proprietary tools such as Econometry® Analytics and an annual Roadmap Renovation to support ongoing client planning and portfolio management.

Zachary Abbotoni is a financial advisor at Econologics Financial Advisors with eight years of industry experience. He holds the Series 66 designation and has worked previously at Means Wealth Management and Gulf Drive Cafe. Outside of advising, he has an administrative role with H and D Enterprises, a McDonald's franchisee. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering financial planning, investment advisory, and practice-exit planning services. The firm creates customized plans and investment strategies, often implementing them through third-party portfolio managers, and supports clients with proprietary tools and an affiliated educational institute.

Joshua Abrahamson is a financial advisor at Econologics Financial Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to his financial services career, he was employed at FedEx. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm provides customized investment strategies and uses proprietary tools such as Econometry® Analytics and an annual Roadmap Renovation to support client plans and risk management.

Michael Samulski is a financial advisor at Econologics Financial Advisors in Largo, FL, holding a Series 65 designation with two years of industry experience. His prior roles include positions at Guide to Insure, Total Quality Logistics, and Financial Services of America. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm creates customized investment policies and employs proprietary tools like Econometry® Analytics to support ongoing client portfolio oversight.

Michael Tancreti is a financial advisor at Econologics Financial Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Chase Bank and Neilson. Econologics Financial Advisors serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm creates customized Investment Policy Statements and employs proprietary tools like Econometry® Analytics to support ongoing portfolio oversight.

Frank Schiro is a financial advisor at Econologics Financial Advisors in Largo, FL, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Maycom, T. Rowe Price, Uber Eats, and Best Buy Mobile. Econologics Financial Advisors primarily serves owners of private professional practices and their associates, offering comprehensive financial planning, investment advisory, and practice-exit planning services. The firm uses customized investment policy statements and a range of strategies implemented through third-party portfolio managers, supported by proprietary tools like Econometry® Analytics and an annual Roadmap Renovation.