FLAHARTY ASSET MANAGEMENT - Key Persons
Job Titles:
- Advisor
- Executive Vice President
Job Titles:
- Advisor
- Executive Vice President
Brian A. Inman has been providing financial and wealth management advice in the Tampa Bay area since 1997. He is a graduate of the University of Pittsburgh where he received his Bachelor of Science degree in Economics.
Prior to joining Flaharty Asset Management Brian was a Senior Vice President of Investments at Merrill Lynch and previously owned and managed a financial advisor franchise.
As the Executive Vice President at Flaharty Asset Management Brian focuses on retirement planning and investment strategies specifically tailored to business owners and executives.
Brian lives in the Tampa Bay area with his son, Brant, and is involved with several local charitable organizations.
Brian is registered in the following states: CA, FL, OH, PA, TX
Education:
Bachelor of Science degree in Economics
Job Titles:
- Advisor
- Director of Insurance
As Director of Insurance at Flaharty Asset Management, Brice Mackin supports our advisors and clients with Life, Annuities, Long-Term Care and Disability Income Insurance solutions. His role involves assisting advisors on annual Insurance and Beneficiary reviews, which are critical to ensure policies and coverages continue to meet the needs of our clients.
Prior to joining Flaharty Asset Management, Brice spent many years in the Financial Services industry helping clients with retirement planning and protecting them with necessary insurance coverages such as Life, Annuities, Disability and Long-Term Care plans.
He began his insurance career in 2008 with Guardian as a financial representative, assisting clients with insurance solutions tailored to fit their needs. He also gained valuable experience working with the Principal Financial Group, a large Property and Casualty company, and he built a sales and marketing presence for two brokerage companies in Florida and Minnesota as a Regional Sales Director.
Brice lives in the Tampa Bay area with his wife Heather, son Tyler and enjoys family time and golfing.
The happy voice our clients have come to depend on year after year is Cindy Smith, the glue that holds our firm together. An expert in her field, Cindy is the person with her finger on our firm's pulse and has the answers to your administrative and account questions. Cindy brings to the Flaharty Asset Management team over 34 years of experience in the financial services industry, having worked at Merrill Lynch and Bank of America Private Bank. Cindy has worked with Shon since 1995.
Cindy, who moved to Florida in 1983, shares her home with her fiancée Kendall and two cats. She is an active volunteer with SPCA Tampa Bay. Cindy's favorite leisure activities include reading, swimming and enjoying the Florida lifestyle.
J. Hunter Orr - Chief Investment Officer
Job Titles:
- Advisor
- Chief Investment Officer
- Partner
Hunter has partnered with Flaharty Asset Management to be the Chief Investment Officer involved in tracking and researching various financial markets and distinguishing between information and noise. Monitoring the balance between risk and reward in our clients' portfolios is his primary concern.
Hunter Orr earned a Bachelors degree in Economics from the University of South Florida and a Masters in Finance from the University of Tampa. In 2012, he earned the Chartered Financial Analyst® designation.
In 2010, he was published in the Journal of Managerial Finance for his work entitled "Sorting vs. Ranking Systems for Student Managed Investment Funds." Areas of research currently under journal review are "The Volatility and Wealth Erosion of Leveraged ETFs" as well as "A Comprehensive and Intuitive Look at the Cross-Section of Expected Returns Considering Investor Behavior."
Hunter's investment research has been purchased and utilized in investment practice by Bloomberg, Thomson Reuters, various hedge funds and numerous institutions worldwide. Discovering what truly makes the markets work in an unbiased objectionable fashion is what drives Mr. Orr.
Hunter is registered in the following states: FL only.
Job Titles:
- Client Experience Manager
Jeanann holds the Life and Health Insurance License since 2001.
Jeanann lives in Tarpon Springs with her daughter Kayla. Kayla is a Sophomore at Johnson and Whales in North Miami in Baking and Pastry.
Job Titles:
- Client Experience Manager
Joseph has seven years experience working with an independent firm of Raymond James Financial Services. He studied finance at Palm Beach State College and economics at The University of South Florida, St. Petersburg. Joseph has been with Flaharty Asset Management since 2015. He specializes in client relationships, client onboarding, advertising, compliance, and retaining business with existing clients.
Job Titles:
- Client Experience Manager
Job Titles:
- Advisor
- Executive Vice President
Larry is an Executive Vice President with Flaharty Asset Management. He earned his Chartered Retirement Planning Counselor® designation while at Merrill Lynch, where he spent eight years as a Senior Financial Advisor. Mr. Weicht has been a registered advisor since 1998 and is the former producing Sales Manager for both Merrill Lynch and Bank of America Investments.
At Flaharty Asset Management, Mr. Weicht manages a specialized practice working with high-net-worth families and business owners. Over the past 23 years he has extensive experience in estate planning, asset protection, and investment selection.
Larry attended the University of Colorado, originally on an Air Force ROTC scholarship; from 1991 to 1996. His community involvement includes membership on the Team Selection Committee of the ReliaQuest Bowl as well as other charities throughout the Tampa Bay area.
Larry is registered in the following states: CA, FL, GA, IL, NC, NJ, OH, TX, VT.
Education:
Chartered Retirement Planning Councilor (CRPC®)
CRPC conferred by The College for Financial Planning
Accredited Investment Fiduciary (AIF®)
Professional Plan Consultant (PPC®)
Job Titles:
- Advisor
- Executive Vice President
Job Titles:
- Client Experience Manager
Megan started working at Flaharty Asset Management in September 2017
Megan lives in Clearwater with her husband Michael. Prior to moving to Florida she lived in New Jersey for 24 years.
She attended Delaware Valley University, majoring in Equine Business
Megan holds a personal training certificate with NASM as well as a Plant Based Nutrition certification.
Job Titles:
- Client Experience Manager
Meghan Boles is a dedicated and experienced Client Experience Manager with over 7 years of experience in the financial services industry. She is passionate about providing exceptional customer service and ensuring that clients have a positive experience every time they interact with her.
Meghan's previous role as Director of Client Services at a private financial advising firm gave her the opportunity to work with a wide range of clients, from high-net-worth individuals to small businesses. She has a proven track record of building relationships with clients, understanding their needs, and providing solutions that meet their individual goals.
Meghan is a native of Florida and currently lives in Palm Harbor with her husband, Forrest, who is in the Army, and their two children, Mackenzie and Cale.
In her spare time, Meghan enjoys spending time with her family, boating in Crystal River, and going to the dog park with her Dalmatian, Blue.
Meghan is excited to join the team at Flaharty Asset Management and looks forward to helping clients pursue their financial goals. She is confident that her dedication to exceptional customer service will have a positive impact on the company.
Job Titles:
- Client Experience Manager
Melisa worked as a Client Service Associate for Merrill Lynch for 11 years prior to joining Flaharty Asset Management. She moved down from Brick Township, New Jersey with her husband, Eddie and three children: Lucciana, EJ, and Xavier. She obtained a Bachelors in Sociology from Montclair State University.
Job Titles:
- Advisor
- Investment Executive
Michael Demski is the Investment Executive at Flaharty Asset Management. Michael studied finance at Northern Illinois University where he earned his Bachelor's degree and is also a CFA Charterholder. He is from Chicago, and in 2015, began working as a Trust Investment Officer for a regional bank managing over $1 billion is assets. Michael has broad investment management experience that includes asset allocation, investment implementation, and discretionary portfolio management.
At Northern Illinois University, he served as Senior Portfolio Manager for the student managed University Foundation and was a member of the Financial Management Association. Michael also was a member of the Investment Club where he participated in mock portfolio competitions. He is passionate about markets and enjoys reading and continuing to learn. He loves Football, and watching the Chicago Bears and Michigan Wolverines. In his down time, Michael enjoys cooking as a hobby. He also enjoys fitness, the outdoors, and spending time with his girlfriend, family, and friends.
Education
Northern Illinois University 2015 - Bachelor's in Science of Finance
Job Titles:
- Advisor
- CEO
- Managing Partner
Shon Flaharty is the CEO & Managing Partner of Flaharty Asset Management. He has been a financial advisor since 1995 and a registered principal of LPL Financial since 2007. Shon attended the University of Miami (FL) on a football scholarship where he earned his BBA in Finance in 1987. Shon earned his Certified Financial Planner designation while at Merrill Lynch where he spent approximately ten years as a Senior Financial Advisor. Shon also worked as a Senior Vice President and Private Client Advisor at the Private Bank at Bank of America for over three years.
Shon has spoken at national business conferences on topics ranging from investment discipline to investor behavior. During his years at Merrill Lynch, Shon traveled the country teaching investment and planning concepts to his peers.
Shon founded Flaharty Asset Management with a clear vision in mind to work with a limited number of families, not only to provide a first class independent investment platform, but also to provide the services of a family wealth management office.
Job Titles:
- Advisor
- Senior Vice President
Stafford joined the Flaharty Asset Management team in November 2021.
Stafford studied Financial Services at Pasco-Hernando State College, he has been a Financial Advisor since 2018 and specializes in retirement planning services. He has a background that includes Banking and 20 years of Operations Management working with diverse group of entrepreneur
Job Titles:
- Advisor
- Senior Vice President
- Instructor at St. Petersburg College
A graduate of Pepperdine University in business and finance, Todd began his career as a financial planner in 2000. As Senior Vice President and Accredited Investment Fiduciary with Flaharty Asset Management, Todd's professional approach is focused on each client's life experiences, goals, and objectives. His ability to understand complex financial issues is the foundation of providing his clients with a risk-aware financial plan based on their desired outcomes.
Todd is an instructor at St. Petersburg College, providing a series of financial planning and retirement classes. The pre-retiree and retiree students have a desire to increase their understanding of the needed planning, investment strategies, and protection options available through their retirement.
As ten-year resident of Safety Harbor, Todd has served on several boards and community-based service organizations. He has given back through Rotary International, Door of Hope for foster parenting, and Restored to Dream, which supports the recovery of human trafficking victims. He also served as Treasurer and Board member for Volunteer Florida, a four-year gubernatorial appointment responsible for administering the $31.7 million funding for national service and volunteer programs across the state.
A true sporting family Todd and his wife Denise are actively involved in their sons after school teams including baseball, basketball, hockey, flag football, and golf. Todd also enjoys spending time with his family fishing in and around the greater Tampa Bay area.
Todd is registered in the following states: AL, AZ, CA, CO, FL, GA, ID, IN, MI, MN, NC, OH, TN, TX, VA
Education:
Bachelor of Business Administration (Finance), Pepperdine University