On December 31, 2021 Southern Trust Financial Planning joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Responsible for owning and managing both our Sarasota and Bonita Springs offices. In addition, I manage my own book of clients.Securities offered through Securities America,Inc. A Registered Broker/Dealer. member FINRA(finra.org)/SIPC(sipc.com). Advisory Services offered through Southern Trust Financial Planning, Inc, A Registered Investment Advisory firm. Southern Trust Financial Planning, Inc, and Securities America, Inc. are unaffiliated. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For more information, please refer to the terms of use.