OUR TEAM
At Strategic Wealth Specialists, we have an extensive team of professionals with various backgrounds and specialties. We leverage our experience and knowledge to help clients pursue financial independence. Even when our clients work closely with one advisor, they receive the benefit of our entire team, including depth of experience, insight, and outlook.
Mobile
Boyd M. Thames
Financial Representative
David Wallace
Financial Advisor
Jerry Spencer
Financial Representative
Jon Zimlich, CFP®
Investment Specialist
Joseph Dzwonkowski
Financial Representative
Kallie Woodruff
Leader of Business Development
Keith Coker
Financial Representative
Kelly Woody
Chief Operating Office/ Director of Finance
Kevin Wickel
Financial Representative
Kurt Rahe
Financial Advisor
Salia Carr
Financial Representative
Shannon Jackson
Administrative Assistant
Timothy Heath
Managing Director
Trey Wright
Financial Representative
Tallahassee
Milton
Bessann H. Watson
Wealth Management Advisor CFP® ChFC® CLU® AEP® CLTC® CExP™ RICP®
Ben Boyd
Financial Advisor
James Benner
Financial Representative
Richard C. McCool
Wealth Management Advisor MPH CFP® ChFC® CLU® AEP® CExP™ CLTC® RICP®
Jacksonville
Marianna
Fairhope
Christopher B. Roussel
General Agent, CLF
Justin Law
Wealth Management Advisor/Managing Director
Morgan Tucker
Recruiting Director
Taylor Roussel
Director of Life and DI Brokerage
Tommy Graham
Managing Associate/Financial Representative
Metairie
Birmingham
Cole Larimer
Financial Representative
Seth Taylor
Financial Advisor
Gainesville
Cason Smith
Managing Associate/Registered Representative
St. Petersburg
St. Petersburg
Austin Lentz
Financial Advisor
St. Augustine
Crestview
Baton Rouge
Mitchel Roussel
Director of Onboarding
Wyatt Fontenot
Financial Representative