TURNER AND ASSOCIATES - Key Persons
Adam joined TURNER AND ASSOCIATES as of April 2022 as an associate and experienced Financial Advisor for our firm. Adam holds the designation of Accredited Investment Fiduciary, AIF®, his Series 7 and Series 66 securities registrations as well as Life and Health Insurance licenses. Adam was an Economics Major at Western Illinois University and graduate of Judson University. Adam is an instructor at the University of South Florida (USF) and served in the U.S. Army Reserves for six years from 1992 to 1998. He is married with two teenage daughters and enjoys spending time with his family doing what they love: travel, boating and exploring Florida's many sights.
Gay joined TURNER AND ASSOCIATES in 1997 after obtaining her health insurance license which was issued by the State of Florida. She has assisted groups and individuals with their Health and Ancillary benefit needs in both sales and...
Gay joined TURNER AND ASSOCIATES in 1997 after obtaining her health insurance license which was issued by the State of Florida. Although her work with group and individual health insurance is how she spent many years in the industry, it was the aging book of Turner and Associates business that led her focus to Medicare. Since 2011, her Medicare business has grown significantly due to the aging population in Florida. In order to remain a resource to her clients, she is also licensed in GA, NC, SC and IL. Gay is "Authorized to Offer" all Medicare products through a variety of companies.
Job Titles:
- Corporate Registered Investment Advisor With Cambridge Investment Research Advisors, Inc
TURNER AND ASSOCIATES is a financial services company offering financial analysis, pre and post retirement income planning, investment planning and personal lines of insurance as well as group and individual medical benefits.
Woody has been in the financial services industry since 1985. Five years as an A.V.P. for a local bank in Tampa and thirty-two years as a financial advisor. He is a Corporate Registered Investment Advisor (CRIA) with Cambridge Investment Research Advisors, Inc. He holds a FINRA Series 6 investment license and is also a licensed insurance agent. He is a qualifying and life member of Million Dollar Round Table (MDRT)* and a member of NAIFA (National Association of Insurance and Financial Advisors) where he received the National Quality Award**. He holds an Associates Arts degree in Liberal Arts and Science and majored in Psychology at the University of Florida. He also attended the American Institute of Banking (AIB) where he received his banking certification and The American College where he has obtained his RICP (Retirement Income Certified Professional) certification.
Woody is married to Gay L. Turner and has two sons Blake and Chase. He is also a proud "Papa" to his grandson Memphis. Woody is a Paul Harris Fellow and a board member of the Early Childhood Council of Hillsborough County.
Jesse joined TURNER AND ASSOCIATES as of April 2022 as an assistant administrator while working towards obtaining his various securities licenses.
Jesse Cordoba grew up outside of Chicago, Illinois and has been living in Tampa since 2019. His passion for helping people become more financially educated led him to want to become a Financial Advisor. He has successfully passed his Securities Industry Essentials exam (SIE) and is actively pursuing his Series 7 and 66 to achieve his goal. In his spare time, you will find him at the driving range or at home studying for exams.
Job Titles:
- Financial Advisor
- in 2018 As an Associate and Financial Advisor
Matt joined TURNER AND ASSOCIATES in 2018 as an associate and Financial Advisor.
Matt is originally from Buffalo, NY and moved to Pasco County in 1992. He has resided in Palm Harbor since 2002. Matt started his career in the Financial Services Industry in February of 2000 with a primary focus on Retirement Planning for individuals and families. Products offered to help his clients meet their financial goals include Life insurance, Disability insurance, Long-term care insurance and various investment products.
Matt has been active in his community, previously serving on the Board of Directors of the Pasco County United Way and The Deaf and Hard of Hearing Association. Matt also served on the Finance Committee of the Pasco County United Way.
Job Titles:
- Executive Assistant
- in 2005 As an Executive Assistant
Terri joined TURNER AND ASSOCIATES in 2005 as an executive assistant. Since that time, Terri has skillfully managed administrative duties, technical support, and client relations for our firm. One of Terri's many goals is to always focus on ways to enhance our client's experience using technology to improve efficiency. Terri has lived in Tampa most of her life and has two sons that also reside in Tampa.