Signed in as:
filler@godaddy.com
Florida
Joe Ward Certified Financial Planner
Terry Salak Insurance Specialist
Joe Ward Certified Financial Planner
Joe works with his team to create holistic plans for his clients. A 27 year industry veteran he decided in 2018 to transform his practice from commission based to fee based. Further through years of experience he provides his clients access to his network of insurance professionals, attorneys and accountants.
Office Managers
Terry Salak Insurance Specialist
Joe Ward Certified Financial Planner
Nora (left) and Daisy (right) spend a lot of time in the office. Both are trying to organize a union to mandate hourly walks around downtown St Petersburg except when it is raining.
Terry Salak Insurance Specialist
Terry Salak Insurance Specialist
Terry Salak Insurance Specialist
Terry is our health benefits expert. She works with clients across the country creating plans to meet their insurance needs. With an extensive background in media sales and OSHA oversight. Her transition to insurance sales in 2019 bring diligence with personality.
National Team
Bob Raimondo, JD CEO, Founder
Chris Coolidge, CFA Chief Investment Officer
Kim Raimondo, JD President, Founder
He began his career as an individual practitioner, merged his practice with a Greenwich, CT based firm where he transitioned to managing partner, helping it to grow in excess of two billion dollars in AUM, before leaving to co-found BIG.
Kim Raimondo, JD President, Founder
Chris Coolidge, CFA Chief Investment Officer
Kim Raimondo, JD President, Founder
Kim's focus spans operations, risk management, and regulatory compliance. As an experienced litigation and securities attorney, she provides valuable insights on regulatory matters.
Chris Coolidge, CFA Chief Investment Officer
Chris Coolidge, CFA Chief Investment Officer
Chris Coolidge, CFA Chief Investment Officer
Chris’s expertise was honed at globally recognized firms like BlackRock and Brandywine Global Investment Management, where he managed domestic and international fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner, he is renowned for his strategic insights and has significantly influenced the financial industry.
Disclosures
Brookwood Investment Advisory
Brookwood is headquartered at 3930 E. Ray Road, Suite 155, Phoenix AZ 85044. It is important to read our disclosures available at this link: https://brookwoodinvestmentgroup.com/disclosures/. Advisory Investments contain risk which may result in the loss of principal.
Insurance Related Recommendations
Our representatives are licensed insurance agents with affiliated or non-affiliated companies. In this role, they may recommend certain insurance-related products for which they may receive compensation via direct commissions. This creates a potential conflict of interest, as the commission earned could influence their recommendations. It is crucial that you review your representative's Brochure Supplement to understand any potential conflicts.
You are under no obligation to purchase any commission-based products from our representatives. You are free to purchase insurance-related products recommended by our representatives through other, non-affiliated representatives and/or companies.
Tax and Law
Our advisors do not give legal or tax advice. You should always consult with a licensed professional in these areas concerning your financial plan. Our professionals may provide referrals but do not practice law nor prepare tax documents.