Sovereign Wealth Strategies Group

Our mission is to offer world class financial planning, wealth management & client service support to help our clients achieve financial well-being and accomplish their most meaningful life goals; always in the client’s best interest and built around our core values of Trust, Integrity, Expertise, Objectivity and Collaboration.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our Team

Get better acquainted with us and how we can help you

Tiago X. Lima
Tiago X. Lima, CFP®, ChFC®, RICP®
Partner, SWSG
Mark P. Anderson
Mark P. Anderson, CFP®, CLU®, ChFC®, RICP®
Partner, SWSG
Erika L. Conaway
Erika L. Conaway
Chief Operations Officer, SWSG Client Services Manager, RJFS
Nicholas Rodriguez
Nick Rodriguez, CFP®, ChFC®, RICP®, CPWA®
Wealth Management Advisor
Amy Crispino
Amy W. Crispino, CFP®, ChFC®, RICP®
Chief of Planning, SWSG Financial Planner, RJFS
David R. Waters
David R. Waters
Chief of Staff, SWSG Wealth Management Advisor, RJFS
Kyle P. Flinton
Kyle P. Flinton, CFP®, RICP®
Wealth Management Advisor
Hannah K. Bush
Hannah K. Bush
Branch Investment Operations Coordinator
cullen gomez
Cullen B. Gomez
Investment Operations Associate
Kendra E. Zerr
Kendra E. Zerr
Branch Insurance Operations Coordinator

what can we do for you?

Say hello

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Sovereign Wealth Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use