Broker Check

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 Thames

Boyd M. Thames

Financial Representative

David Wallace

David Wallace

Financial Advisor

Jerry Spencer

Jerry Spencer

Financial Representative

Jon Zimlich

Jon Zimlich, CFP®

Investment Specialist

Joseph Dzwonkowski

Joseph Dzwonkowski

Financial Representative

Kallie Woodruff

Kallie Woodruff

Leader of Business Development

Keith Coker

Keith Coker

Financial Representative

Kelly Woody

Kelly Woody

Chief Operating Office/ Director of Finance

Kevin Wickel

Kevin Wickel

Financial Representative

Kurt Rahe

Kurt Rahe

Financial Advisor

Salia Carr

Salia Carr

Financial Representative

Shannon  Jackson

Shannon Jackson

Administrative Assistant

Timothy Heath

Timothy Heath

Managing Director

Trey Wright

Trey Wright

Financial Representative

Tallahassee 

Barb Abbott

New Business/Policyowner Services

James Gay

James Gay

Financial Representative

Kacee Floyd

Kacee Floyd

Managing Director/Financial Representative

Milton 

 Bessann H. Watson

Bessann H. Watson

Wealth Management Advisor CFP® ChFC® CLU® AEP® CLTC® CExP™ RICP®

Ben Boyd

Ben Boyd

Financial Advisor

James Benner

James Benner

Financial Representative

Richard C.  McCool

Richard C. McCool

Wealth Management Advisor MPH CFP® ChFC® CLU® AEP® CExP™ CLTC® RICP®

Jacksonville 

Marianna

Fairhope 

Christopher Roussel

Christopher B. Roussel

General Agent, CLF

Justin Law

Justin Law

Wealth Management Advisor/Managing Director

Morgan Tucker

Morgan Tucker

Recruiting Director

Taylor Roussel

Taylor Roussel

Director of Life and DI Brokerage

Tommy Graham

Tommy Graham

Managing Associate/Financial Representative

Metairie 

Birmingham 

Cole Larimer

Cole Larimer

Financial Representative

Seth Taylor

Seth Taylor

Financial Advisor

Gainesville 

Cason Smith

Cason Smith

Managing Associate/Registered Representative

St. Petersburg

St. Petersburg

Austin Lentz

Austin Lentz

Financial Advisor

St. Augustine

Crestview

Baton Rouge 

Mitchel Roussel

Mitchel Roussel

Director of Onboarding

Wyatt Fontenot

Wyatt Fontenot

Financial Representative

Thomasville

Chipley

Niceville

WE'RE READY TO WORK WITH YOU

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