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Location:
Sarasota, FL
Office Locator
Listen to The Mutual Fund Show every Saturday at 11 a.m. on WFLA 970 AM!
LOCATION INFO
8480 Cooper Creek Boulevard
Suite 103
Bradenton, FL 34201
Phone: (941) 360-2727
Fax: (941) 360-2729
ABOUT THIS LOCATION
With more than 36 years combined industry experience, the investment advisors of The Mutual Fund Store in Sarasota serve the areas of Sarasota, Bradenton and Venice to assist clients in meeting their financial goals. Visit with us to discuss a customized investment plan and our unique services like Easy 401(k) Rollover and Retirement Paycheck.
Tim Lloyd
Senior Investment Advisor
Joined The Mutual Fund Store In 2011.
Began his career in the financial services industry in 1990.
Successfully completed the Series 7, 24, 63 ,65 and 66 licenses administered by FINRA.
Married to Catrina. They have four children, Trevor, Connor, Parker and Makenna.
Don Williams
CMFC®
Senior Investment Advisor
Joined The Mutual Fund Store in 2005.
Began his career in the financial services industry in 1989.
Successfully completed the Series 7,8,63 and 65 licenses administered by FINRA.
Earned the distinction of Chartered Mutual Fund Counselor (CMFC®).
Member of Brandon Chamber of Commerce.
Married to Kristin. They have two children, Grant and Grace.
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