Advisors at this firm
Gary R
Series 63, Series 65
Palm Harbor, FL
Premier Private Wealth Management, LLC
Gary Ross is a financial advisor at Premier Private Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Realta Investment Advisors, Inc., Realta Equities, Inc., and Gulf Coast Advisors, Inc. Outside of advisory work, he has ownership interests in several real estate investment holding companies. Premier Private Wealth Management serves individual and institutional clients, including high net worth individuals and plan sponsors, offering investment management, financial planning, retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive approach combining active and passive strategies and manages a large client base relative to its advisor count.
Robert M
Series 66
Palm Harbor, FL
Premier Private Wealth Management, LLC
Robert Marsh is a financial advisor at Premier Private Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Realta Equities, Inc., Realta Investment Advisors, Inc., and Gulf Coast Advisors. Marsh serves as a board member of the Greater Palm Harbor Area Chamber of Commerce and the Palm Harbor United Methodist Church Board of Education. Premier Private Wealth Management serves a diverse client base including high net worth individuals, non-HNW individuals, and plan sponsors, offering investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm employs a tax-aware, cost-sensitive investment approach using a blend of active and passive strategies, with discretionary portfolio management and ongoing monitoring aligned with client objectives.
Evelyn B
Series 65
Palm Harbor, FL
Premier Private Wealth Management, LLC
Evelyn Brizendine is a financial advisor at Premier Private Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Gulf Coast Advisors, Inc., Franklin Templeton, and Carlson Meissner Hart & Hayslett. She serves as a Department Head in the U.S. Navy Reserves and owns a competitive cheerleading business. Premier Private Wealth Management serves individual and institutional clients, including high net worth individuals and plan sponsors, offering investment management, financial planning, and retirement plan services. The firm employs a tax-aware, cost-sensitive investment approach combining active and passive strategies, with discretionary portfolio management and ongoing monitoring.
Angela B
Series 65
Palm Harbor, FL
Premier Private Wealth Management, LLC
Angela Barrios is a financial advisor at Premier Private Wealth Management, LLC with a Series 65 designation and two years of industry experience. Prior to joining the firm, she worked in education at several schools including St. Matthew the Apostle Catholic School and Bissonet Plaza Elementary School. Premier Private Wealth Management serves individual and institutional clients with investment and wealth management, financial planning, retirement plan services, trusts, and consulting. The firm manages portfolios primarily on a discretionary basis using tax-aware, cost-sensitive asset allocation and a combination of active and passive strategies.