Meet Our Team

John Piazza

Managing Director | West

John has over 20 years of experience in the financial services industry and capital markets on both the wholesale and retail sides.

John specializes in radical career changes and, in addition to his investment experience, spent 18 years as a Merchant Marine Officer and holds a Master’s License from the United States Coast Guard. His seagoing career has taken him to more than 25 countries.

He is still an avid skateboarder and has yet to break a hip.

Phone: 239-677-4520
Cell: 813-810-7662

Yerania Carney

Assistant Vice President/Advisor Relationship Management

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales