ALPHABETICAL CATEGORY INDEX CONTINUED
Newsom Eye
13904 N Dale Mabry Hwy
Tampa, FL 33618
Michele Mominee
(813) 908-2020
m.mominee@newsomeye.net
www.newsomeye.com
Member Since: 2017
FAST FOOD
BDE Florida LLC
9714 Magnolia View Ct
Riverview, FL 33578
Patrick Watkins
(813) 215-5634
pwatkins@bdefloridallc.com
Member Since: 2018
New York New York Pizza
10434 N Dale Mabry Hwy
Carrollwood, FL 33618
Arta Musa
(813) 443-4598
bardha@nynypizzeria.com
www.nynypizzeria.com
Member Since: 2019
FINANCIAL PLANNING/
INVESTMENTS
Ameriprise Financial
1408 N Westshore Blvd Ste 616
Tampa, FL 33607
Eliah Ewing
(813) 789-9577
eliah.s.ewing@ampf.com
www.ameripriseadvisors.com/
eliah.s.ewing
Member Since: 2013
Ameriprise Financial
3903 Northdale Blvd Ste 100E-19
Tampa, FL 33624
Understand your investor
profile before you reallocate
The stock market has its own vocabulary in the minds of investors: volatility, asset allocation and
diversification. However, there is one critical term that many financial advisors agree should be
considered well before any of the others: your personal investor profile.
What does it mean? Certainly, the meaning can
be different for each investor and, advisors say,
that’s exactly the point. Before any investor can
determine his or her proper strategy — and thus
the proper allocation of assets in a portfolio — a
map, of sorts, should be created, showing where
that investor would like to go. If the map is the
financial plan, the key to that map is the investor
profile. Components of an investor’s profile
include goals, time horizon and risk tolerance.
Contact me to learn more:
Barbara Sekely
Financial Advisor
Office 727-203-3388
Cell 727-409-7761
Past performance is no guarantee of future results. Please remember that diversification and asset allocation do not guarantee a profit or protect
against loss in a declining market. They are methods used to help manage risk. Investment return and principal value will fluctuate, and it is possible
to lose money by investing.
Securities and investment advisory services offered through Waddell & Reed, Inc., a Broker/Dealer, Member
FINRA/SIPC, and Federally Registered Investment Adviser. Waddell & Reed does not provide tax or legal advice.
Investing involves risk and the potential to lose principal.
NOT FDIC/NCUA INSURED | MAY LOSE VALUE | NO BANK GUARANTEE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Waddell & Reed, Inc. 37449 (12/19)
36 USECABA.COM 2019-2020 CARROLLWOOD AREA BUSINESS ASSOCIATION DIRECTORY
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