Westshore Financial Group is a financial planning firm offering a comprehensive suite of insurance, investment, and financial services. Based in Tampa with locations in Florida, we're proud to operate locally as boutique firm, but with the backing of Guardian Life Insurance Company, a 150 year old national mutual insurance company built on a history of delivering on promises made to clients. This unique structure allows us to be large and resourceful but still offer the personal and individualized planning our clients deserve.  
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Westshore Financial Group is an Agency of The Guardian Life Insurance Company of America®  (Guardian), New York, NY.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Westshore Financial Group  is not an affiliate or subsidiary of PAS or Guardian.  Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice.  Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.  2022-132589 Exp 01/24  


Insurance

Investment Management

Retirement

Westshore Financial Group, Inc.

Westshore Financial Group, Inc.'s headquarters in Tampa, FL, United States

Stewart Davis, CLU

Angelica Rosenstein

Courtney Myers

Sam Vucelich

The Financial Services Team at Westshore Financial Group specializes in providing personalized financial planning, offering a range of services including investment strategies, insurance solutions, and wealth management. Leveraging the extensive resources and expertise of Guardian Life Insurance Company, the team focuses on tailoring financial solutions to meet the unique goals and needs of each client, ensuring comprehensive and individualized support.

Financial Services Team

The Leadership Team at Westshore Financial Group, Inc. oversees the strategic direction, operations, and talent acquisition for the firm. Comprising the Managing Directors, President, and Chief Operating Officer, this team ensures cohesive implementation of the company's vision, enhances operational efficiency, and drives growth while maintaining a high standard of personalized financial planning services for clients.

Leadership Team

The Operations and Business Development team at Westshore Financial Group is responsible for streamlining day-to-day operational efficiencies, enhancing client service processes, and driving strategic business growth initiatives. This includes overseeing business operations, developing new business opportunities, managing projects, and collaborating with financial advisors to optimize service delivery and ensure seamless integration of the firm's comprehensive suite of financial planning services.

Operations and Business Development

The Administrative and Support team at Westshore Financial Group, Inc. handles a variety of tasks to ensure smooth operations. This includes managing schedules and communications for executives, maintaining client records, coordinating meetings and events, and providing general office support to enhance organizational efficiency and client service.

Westshore Financial Group, Inc.

Org chart

Teams

Financial Services Team

Leadership Team

Operations and Business Development

Administrative and Support

Offices

Westshore Financial Group, Inc.

Org chart

Teams

Financial Services Team

Leadership Team

Operations and Business Development

Administrative and Support

Offices

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