Grand Central Investment Group, LLC

Charles Poe is a financial advisor at Grand Central Investment Group, LLC in Tampa, FL, with 13 years of industry experience. He holds a Series 66 designation and has been with Grand Central Investment Group since 2014. He is also involved in the Black, White And Blues P&A Fund since 2011 and serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a top-down approach to asset allocation, focusing on dividend-oriented equity investments, and integrates fixed income, ETFs, and alternative investments while tailoring advice to client objectives and risk tolerance.

Michelle Halpin is a financial advisor at Grand Central Investment Group, LLC in Tampa, FL, with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Grand Central Investment Group since 2015. Grand Central Investment Group provides separate account portfolio management, financial planning, and consulting to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a top-down investment approach combined with a dividend-focused equity framework and incorporates fixed income, exchange-traded products, and alternative investments tailored to client objectives.

Frank Cooper III is a financial advisor with Grand Central Investment Group, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Grand Central Investment Group since 2014 and previously worked at Grand Central Group, LLC from 2015 to 2017. Grand Central Investment Group offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a top-down investment approach with a dividend-focused equity framework and integrates fixed income, exchange-traded products, and alternative investments, tailoring advice to each client’s objectives and constraints.