Team
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1943 Morrill Street Suite 1 | Sarasota, FL 34236 Contact Us

9240 Bonita Beach Rd Suite 2211 | Bonita Springs, FL 34135

Team

 
Marc uses a consultative financial planning approach to thoroughly grasp a client’s goals. With this understanding he crafts custom solutions built on sound investment principles and detailed research and analysis.

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James P. Cooper

Senior Vice-President / Investments

(941) 308-0041

(941) 308-0047

James' business is founded on the principles of trust, openness and diligence, which together form the core of the relationship he shares with his clients.

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Paul S. Harris

Senior Vice-President / Investments

(941) 308-0041

(941) 308-0047

Paul serves clients with comprehensive financial guidance coupled with a high level of service.

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Mark Generales

Senior Vice-President / Investments

(239) 676-5676

(239) 676-5677

Mark seeks to concentrate his experience and knowledge for the benefit of his clients. With such a diverse background, Mark believes it important to review all client situations with a fresh, all-encompassing perspective.

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Michelle is a Registered Advisor Assistant with Securities America Inc and the Operations Manager for Southern Trust Financial Planning in Sarasota. With over twenty years’ experience in investment management and financial...

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Dee Stone began life in Chicago, IL and moved to Florida with her family. She graduated from Riverview High School Home of the Mighty Rams! She has worked in the Banking, Insurance and Payroll industry, so the next logical path was...

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After years in retail management Kimberly Monahan decided to make a career path change. She moved into a position as an Accounts Manager/Administrative Assistant for a large corporation in Michigan. Relocating to Florida in 2011, Kim...

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Andy joined the firm in 2017 with a background in Marketing & Insurance. He has a keen eye for detail and process flow, as well as providing operational support. He is a graduate of St Joseph’s Elementary in Bradenton & Manatee...

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Carol has worked in the Sarasota office since January, 2004.

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Debra Generales

Assistant (Bonita Springs Office)

(239) 676-5676

(239) 676-5677