Team
Broker Check

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.

Read more

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.

Read more

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.

Read more

Gregg Gionfriddo

Vice President of Investor Relations

941-308-0041

941-308-0047

Gregg is Vice President of Investor Relations for Southern Trust Financial Planning, Inc. His goal is to maximize client satisfaction by maintaining very high levels of service and communication. Gregg holds a Bachelor’s of...

Read more

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...

Read more

Thanh Tran was born in Cleveland, Ohio and moved down to Florida shortly after. He graduated from Palmetto High School in 2013 focusing on business and then graduated from Manatee Technical College for Accounting Operations. Thanh...

Read more

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

Read more

Debra Generales

Assistant (Bonita Springs Office)

(239) 676-5676

(239) 676-5677