Lincoln Financial Advisors: Florida
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St. Petersburg

Jim Grady, RFC, CRPC

Financial Planner

Phone

727-369-1515

James Grady is a Wealth Preservation Specialist managing his own personal finance practice since 1987. In 2003, he affiliated with Lincoln Financial Advisors, one of the premier financial firm’s in the nation, with the intention of expanding his resources and team approach to deliver wealth advice services to his growing clientele.

While still maintaining his own personal practice, James became Lincoln Financial Advisors Managing Principle for the St. Petersburg, FL office in 2005. As Managing Principle, James was responsible for the operations, education/training, and professional development of our associates. In 2008, James returned to managing his own personal practice full-time.

James earned a Certificate in Financial Planning from the University of South Florida, Division of Lifelong Learning, and has achieved the designations of Registered Financial Consultant and Chartered Retirement Planning Counselor.

James has lectured on the subject of personal finances and has led numerous seminars on financial planning. James has worked with many charities in the Tampa Bay area including Paint Your Heart Out Tampa, The Relay for Life, and The Special Olympics. James is also a member of the Tampa Bay Financial Planning Association, The Suncoast Estate Planning Council and is a member of Our Savior Lutheran Church.

Practice areas include Retirement Planning, Investment Planning, Charitable Planning, Education Funding, and Estate Planning, Business Succession.

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything from complex investment products to elaborate tax laws is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours.

Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine the appropriate financial strategy for your individual needs.

We are dedicated to helping you:

  • Identify your goals
  • Develop a financial plan based on sound advice and knowledge
  • Implement your fnancial plan
  • Update your financial plan on a regular basis

Throughout this process, we never lose sight of one essential element - personal service. At Lincoln Financial Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to establish a customized financial plan to help you toward your financial goals.

 

Gene Stern, CLU®, CRPC®, CFP®

Financial Planner

Phone

727-369-1512

Gene Stern is an investment advisor representative and registered representative with Lincoln Financial Advisors, Corp., a registered investment advisor and   broker-dealer (Member SIPC). He is also President of Innovative Retirement Income Solutions, LLC, a company focused on creating stable sources of income in retirement.

Mr. Stern graduated from the University of Cincinnati in 1968 with a BA in Political Science. He was one of the first designees and recipients of the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1974. In 1980, Mr. Stern earned the Chartered Life Underwriter (CLU®) designation upon successful completion of the course of study from the American College.

Most recently, in 2008, Gene received the designation Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. He has earned this designation to sharpen his skills in the areas of his practice dealing with preservation of capital and distribution strategies, as this is the primary focus of his organization, Innovative Retirement Income Solutions, LLC.

Mr. Stern began his career as a registered representative with Dupont Walston and later with E. F. Hutton and Co., after he was discharged from the USAF as a Captain in 1973. He became affiliated with Lincoln National Corp., in 1975 as a Corporate Recruiter, ending his career as Senior Corporate Recruiter in 1979.

In 1980, Mr. Stern embarked upon his present career as a Financial Planner, working with individuals and small corporations in retirement income positioning strategies, and complex, estate and business owner planning. With Lincoln Financial Advisor’s coordinated use of intellectual capital, Mr. Stern and his clients have access to professional experience in these very specialized markets.

From 1994 through 2004, Mr. Stern served as a member of the panel of arbitrators for the NASD (National Association of Securities Dealers). He is past president of the Pinellas County Estate Planning Council, Inc. He is currently a member of the Suncoast Estate Planning Council, and a member of the Financial Planning Association (FPA). He is active in Rotary International and his local Chamber of Commerce.

Innovative Retirement Income Solutions, LLC is not an affiliate of Lincoln Financial Advisors Corp.

 

 

John Van Veldhuizen

Financial Planner

Phone

727-369-1501

 

Walt Williams, MBA, CFP®

Private Wealth Advisor

Phone

727-369-1511

Walt Williams established his financial planning practice in 1998 and earned his CFP® in 2001.

Walt attributes much of his innate expertise and knowledge to his past experiences. Walt earned his Bachelor of Mechanical Engineering degree from Georgia Tech and worked with Ford Motor Company in their Advanced Vehicle Engineering and Strategic Planning Offices. Walt continued his education earning his Masters in Business Administration, with a concentration in Finance, from the University of Florida. Walt then became a business owner, founding a thriving retail chain, growing into multiple locations. Both of these experiences provide Walt the ability to understand his clients “on the other side of the table.”

Integrating his analytical engineering background, Walt provides a comprehensive and coordinated financial plan through a detailed analysis guiding his clients towards their goals. Walt’s practice focuses on strategies primarily for business owner planning and investment strategies in the areas of estate planning and retirement planning as well as sophisticated life insurance design ideas for the affluent.

Walt is a Select Member of Sagemark Consulting - Private Wealth Services Group and an Investment Advisor Representative of Lincoln Financial Advisors, a registered investment advisor, providing fee based financial planning. He holds FINRA Series 7, 63, and 24 registrations and licenses in select states to offer insurance products.