Strategic Wealth Advantage

The Strategic Wealth Advantage

Our experienced professionals can help you navigate all of life’s unique financial challenges.

Our financial professionals can help you figure out the next step on the way to achieving your goals. From experience, we know that each individual has financial challenges as unique as they are. That is where we step in. We want to help you succeed by simplifying the complexities of your financial world and providing you with the tools and support you need to reach your financial goals.

Our Strategies

Members of the Strategic Wealth Advantage offer a comprehensive suite of services designed to address your specific needs, wherever you are in life. We work with you as a team to develop plans aligned with your values. Our services include:

Financial Planning

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow.

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance.

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options.

Our Firms

The Strategic Wealth Advantage is a network of individual firms and partnerships across the southeast US.

North Florida Financial

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Strategic Wealth Specialists

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Westshore Financial Group

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Blackwood Financial Group

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Strategic Wealth Group

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MillCreek Financial Consultants

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North Florida Financial
3664 Coolidge Ct
Tallahassee, FL 32311
North Florida Financial - Jacksonville
8649 Baypine Rd, Building 7, Suite 100
Jacksonville, FL 32256
Strategic Wealth Specialists - Baton Rouge
6513 Perkins Rd
Baton Rouge, LA 70808
Strategic Wealth Specialists - New Orleans
Representatives Present
New Orleans, LA
Strategic Wealth Specialists
3213 Executive Park Circle
Mobile, AL 36606
Westshore Financial Group - Tampa
4200 W Cypress St, Suite 700
Tampa, FL 33607
Westshore Financial Group - Tampa #2
601 S Fremont Ave
Tampa, FL 33606
Westshore Financial Group - Maitland
2301 Maitland Center Pkwy, Suite 123
Maitland, FL 32751
Westshore Financial Group - Ocala
320 NW 3rd Ave
Ocala, FL 34475
Westshore Financial Group - Lake Mary
400 International Pkwy, Suite 100
Lake Mary, FL 32746
Westshore Financial Group - Lakewood Ranch
8470 Enterprise Cir, Suite 306
Lakewood Ranch, FL 34202
Westshore Financial Group - Clearwater
2641 McCormick Dr, Suite 102
Clearwater, FL 33759
Strategic Wealth Group
401 E. Virginia St
Tallahassee, FL 32301
Blackwood Financial Group
375 N 9th Ave A
Pensacola, FL 32502
MillCreek Financial Consultants
2425 Millcreek Ct
Tallahassee, FL 32308
North Florida Financial - Marianna
Representatives Present
Marianna, FL
Green Marker Office
Blue Marker Representatives Present

Our Leadership Team

We believe that when we are team-centric we add a broader perspective to all that we do, which leads to increased benefits for our clients. Our team works together to focus on your unique needs, and designs customized strategies to help meet those needs.

Chris Roussel

General Agent, CLF

Stewart Davis

General Agent, CLU

Kelly Woody

COO, Director of Finance

Jon Dropco

COO, Agency Control Officer

Mindy de St. Germain

Director of Talent Acquisition

Taylor Roussel

Director of Life and DI Brokerage

Miranda Roussel

Director of Marketing

Michael Desilets

Director of Technology

Patti Roussel

Executive Assistant

Contact Us

We recommend reaching out to one of our firms directly (listed above). All contact information is available at each office's individual website.

If you need assistance, please get in touch with us via phone or email. We'd be happy to help.

strategicwealthspecialists@glic.com

(251) 472-4400