Our Team
Robert "Fenn" Giles, Jr., MBA, CIMA®
Managing Partner
Fenn is the Founder of Wealth Advisors of Tampa Bay and acts as the firm's President and Chief Investment Officer. As CIO, Fenn is responsible for the investment management function of the firm, including the selection of external advisors. He has over 35 active years of experience in the financial services industry, helping Tampa Bay area working professionals and retirement-minded families establish and work toward their financial goals.
A graduate of the University of Georgia, he holds a Bachelor of Business Administration in Economics as well a Masters of Business Administration. He received his Certified Investment Management Analyst® designation from The Wharton School of the University of Pennsylvania and has since served as Executive Vice President Investments of two major Florida banks as well as President and Chief Investment Officer of Florida Investment Advisors. An experienced professional in comprehensive investments, he offers sound advice to high-net-worth individuals who have concern for wealth preservation and tax-advantaged investing.
Fenn is past Chairman of LifePath Hospice and served on the parent board of Chapters Health Systems for the past 20 years. He is the current Chairman of their Investment Committee. He is past President of the Gulf Ridge Council Boy Scouts of America and currently serves on the advisory board of The Greater Tampa Bay Area Council Boy Scouts of America. He is an active member and has served in several leadership positions at Hyde Park Methodist Church. Fenn and his wife Ann have three adult children and six grandchildren. They reside on Davis Islands, Florida.
Robert Fenn Giles III, CFP®, CAIA
Managing Partner & Investment Committee Member
Fenn is a Managing Partner and serves on the firm’s Management and Investment Committees. He has over 20 years of experience in the financial services industry helping clients work towards their financial goals. His career began in research at Raymond James Financial where he contributed to the creation of the firm’s recommended list of mutual funds. Most recently, he was the Vice President of Investments at Citi Wealth Management covering the southeast of the United States. His role included portfolio construction for ultra-high-net-worth clients and providing alternative investment advice for private equity/ real estate investments. Previously at Citi, he was an Investment Specialist and participated in the development and implementation of their comprehensive financial planning program.
A graduate of St. Mary’s College of Maryland, Fenn holds a Bachelor of Science degree with a dual major in economics and anthropology. He is designated as a CERTIFIED FINANCIAL PLANNER™. He holds his FINRA Series 7 and 24 General Securities Principal registration with LPL Financial and the Series 65 registration with Wealth Advisors of Tampa Bay. His experience is in designing and implementing comprehensive customized portfolios and financial plans to help clients pursue their needs for income in retirement, estate planning, insurance, and education.
Fenn is a member of The Financial Planning Association and an active member of the Hyde Park Methodist Church. He attained the rank of Eagle Scout, an avid marathon runner and swimmer, and continues to be active as a volunteer in several community projects. He lives in Tampa with his wife Andrea and has two sons: Alec Giles and Fenn Giles, IV. The family enjoys the beach and all types of water activities.
Ryan Chard, CRPC®
Wealth Advisor
Phone: (813) 642-7732
Ryan joined Wealth Advisors of Tampa Bay in 2019 as a Senior Financial Assistant. He assists the advisors in a range of duties such as trades, operations, and client services. He has a passion for helping clients pursue their financial goals through a high level of customer service.
Ryan worked at T. Rowe Price for 9 years in a number of different positions. His most recent role was in the advisory department where he worked as an Advisory Client Manager. His responsibilities in this role included the creation, implementation, and maintenance of asset allocation portfolios and assisting clients in retirement income planning.
Ryan graduated from the University of South Florida (USF) with a Bachelor of Arts in Political Science with a minor in Public Health. He is a CHARTERED RETIREMENT PLANNING COUNSELOR SM (CRPC®). Ryan has his Series 7 and 66 registrations, held with LPL Financial and life and health licenses.
Ryan played professional Ultimate Frisbee in the American Ultimate Disc League (AUDL) for many years and continues to play competitively at the master's level. He enjoys boating, sports, concerts, going to the movies, and hanging out with his dog, Gizmo.
Kim Oliver
Operations Manager
Kim joined the Wealth Advisors of Tampa Bay team in 2019 as the Operations Manager. She works with staff to oversee the daily office operations and works with management to develop operational procedures. She also acts as a liaison between Wealth Advisors of Tampa Bay and LPL Financial and is responsible for assisting the firm's Chief Compliance Officer. In addition, she brings warm, welcoming, and efficient client service experience to the firm.
She attended the University of Houston where she studied finance and has over 25 years of experience working with several broker/dealers in Texas, Florida, and California. She began her career in finance because she saw the need for fair and superior quality of financial service and advice. Kim has her Series 7, 63, and 66 held through LPL Financial and Life and Health licenses.
Kim is originally from Alvin, Texas and currently resides in Valrico, Florida with her husband and their four pets. She is the proud grandmother of seven beautiful grandchildren. In her free time, she enjoys gardening, golfing, and all forms of music.
Stephanie Kozma
Accountant/Operations Associate
Stephanie is the Accountant /Operations Associate for Wealth Advisors of Tampa Bay. Her responsibilities include various firm accounting duties and preparing financial documents. She has several years of accounting experience in the public relations and financial services industry.
She graduated from Georgia State University with a bachelor’s degree in accounting. She is also a QuickBooks Certified Pro Advisor. Her eye for detail and strong team spirit are a wonderful addition to the team.
Stephanie lives in the Tampa area and when she is not working she enjoys walking, traveling, and is an active volunteer at several local community events.
Accounting services are not provided by LPL Financial.
Emma Borchert
Client Service Associate
Phone: (813) 642-7734
Email: eborchert@wealthadvtb.com
Emma Borchert joined Wealth Advisors of Tampa Bay as a Client Service Associate. She is responsible for assisting advisors as well as handling money and account transfers.
A recent graduate of the University of Tampa, she holds a bachelor’s degree in international studies with a concentration in political economy and a minor in business administration. Having worked her way through college in customer service management roles, she brings a wealth of valuable experience and a personable approach to her job.
In her free time, Emma practices yoga and meditation, experimenting with cooking and trying new foods, reading in her hammock, and traveling. A New Jersey native, she moved to Tampa for a fresh start and enjoys every opportunity she has to watch the sunset over the ocean.
Maxwell King
Client Service Associate
Email: maxwell.king@lpl.com
Maxwell King joined our staff in 2021 as a Client Service Associate. He assists in servicing clients’ non-investment-related needs, including handling client accounts and customer service, as well as office administration. Maxwell graduated cum laude from the University of Tampa with a B.S. in finance. He enjoys working with financial markets and looks forward to progressing within the industry. He is married with a daughter named Brooklyn. In his free time, he enjoys spending time with his family and participating in water sports, fitness activities (especially Peloton), and target shooting.