Banner is a Wealth Management Advisor for the firm. He holds his CERTIFIED FINANCIAL PLANNER ™ designation and works to provide holistic financial solutions for high net worth individuals, families and business owners. Banner’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and risk management.
Banner began his career at Fidelity Investments as a Financial Consultant serving clients in the area of financial planning and investment management services. He earned his undergraduate degree from Florida State University, double majoring in Economics and Criminology. While in college, Banner spent time interning for the Florida House of Representatives. He holds his Series 7, 66, 63, Life and Health Insurance, and Real Estate Licenses. Banner currently sits on the board for a non-profit charity, Leia’s Kids, whose mission is to provide hope and support to children and their families battling childhood cancer.
Banner is a native Floridian and currently resides in St. Petersburg where he hopes to start a family with his fiancé, Haley, and oversized golden retriever, Cliff. In his free time, Banner enjoys playing golf, traveling, and spending time with family and friends on the water.