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Tampa, FL
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LOCATION INFO
2090 Badlands Drive
Brandon, FL 33511
Phone: (813) 661-1717
Toll Free: (877) 661-1717
Fax: (813) 661-1769
ABOUT THIS LOCATION
With more than 36 years combined industry experience, the investment advisors of The Mutual Fund Store in Tampa serve the areas of Tampa, Clearwater and St. Petersburg. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.
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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