Jamie Tomlin
CFP
CFP
Managing Director; Owner
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Jamie began her investment industry career in 1995 and joined Stifel in 2023. Prior to joining Stifel, she worked at Wells Fargo Advisors and A.G. Edwards, where she gained valuable insight and years of industry knowledge. In 2008, Jamie and her former business partner founded BT Retirement & Wealth Management Planning Group (now BT Legacy Wealth Management), their independent practice, and moved to St. Petersburg, Florida. Throughout her career, Jamie has been dedicated to delivering personalized wealth management and investment planning strategies for each of her clients.
In 1998, Jamie earned the CERTIFIED FINANCIAL PLANNER™ certification, which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificates also agree to meet ongoing continuing education requirements.
In addition, Jamie holds Series 7, 24, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Jamie has been married for 30 years and enjoys spending time with her husband, Mike, and entertaining their family and friends around their pool. She enjoys traveling, caring for the animals on her small farm, camping, trail riding with her horses, and competing in various equestrian activities. Jamie is committed to helping her community, serving as an elected member on various city advisory boards. She is previously a two-term past president of Exchange Club of St. Petersburg and works to increase knowledge and raise funds for different child and animal charities that she supports.
Zak Tomlin
Independent Financial Advisor
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Zak has nearly 10 years in the financial services industry and joined Stifel Independent Advisors in 2023. Prior to joining Stifel Independent Advisors, he served as the lead Client Service Associate for BT Retirement & Wealth Management Planning Group (now BT Legacy Wealth Management) at Wells Fargo Advisors. Zak is committed to serving the team and their clients and supports the team in implementing a disciplined investment process. He is dedicated to providing top-tier service to clients, ensuring they each have a unique experience while building lasting relationships.
Zak earned a B.S. from the Kate Tiedemann School of Business at The University of South Florida – St. Petersburg and holds Series 7 and 66 securities licenses.
Heather Hoe
Client Service Associate
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Heather began her career at BT Retirement & Wealth Management Planning Group (now BT Legacy Wealth Management) in 2014. Today, she serves as the first point of contact for administrative questions and requests, as well as coordinating the calendars, client meetings, client events, client information, community outreach events, and scheduling investment planning reviews.
