Real Wealth Leadership

888-CAMARDA (888-226-2732)

Team

Founded in 1993, Camarda Wealth has been advising successful families and managing their investment portfolios for decades. Firm Chairman  Jeff Camarda, PhD, CFA®, E.A.,  has been repeatedly named by Barron’s as “one of the best financial advisors in America,”* one of WORTH Magazines’ “Top 250 advisors” in the US, had his advice featured in the Wall Street Journal for years, and been quoted as a financial expert in the national press for decades.

Barron’s calls ranked advisors like Jeff Camarda “the best people in the business” and “truly great financial advisors” and says that they are “accepted in the industry” as the “top 1%” who set “the highest standards of their profession.”*

Jeff has completed many financial planning and investment education designations, including Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Funds Specialist (CFS®), and the Board Certified, Mutual Funds (BCM™). He holds a Masters degree in financial planning (MSFS®), and the E.A. tax credential, authorizing him to represent clients before IRS; only E.A.s. CPAs, and attorneys may do so. . Jeff has written hundreds of articles and dozens of financial reports, whitepapers, and guides, and holds a doctorate in financial and retirement planning. The firm, based in Florida, serves clients across the country, and is A+ rated by the Better Business Bureau. Besides Barron’s, the firm has been regularly top ranked by notable industry groups such as the National Association of Board Certified Advisory Practices, Bloomberg’s Wealth Manager, and others.  

* (Barrons July 18 2016 p S2). 

 

Jeff founded Camarda Wealth Advisors in 1993 and is a nationally-recognized expert of financial planning and wealth management. He is the subject of several Wall Street Journal articles, the host of the Wealth Education Radio show, has...

Read more

Kim Camarda 
Previous Certifications: CFS®, BCM™, ChFC®

President, Portfolio Management Board, Chief Financial Officer

888-226-2732

Kim Camarda co-founded Camarda Wealth with Jeff Camarda and serves as firm President and CFO.

Read more

Dr. Thanh Bui, DBA, CPA

Director Portfolio Management, Portfolio Management Board, Chief Fundamental Analyst

888-226-2732

Since 2010, Dr. Bui has served on Camarda’s Portfolio Management Board as Director of Portfolios Management and is the firm’s Chief Fundamental Analyst.

Read more

Joyce Eason

Senior Portfolio Accounting and Trading Specialist

888-226-2732

Joyce has been with Camarda Wealth Advisors since 1999, and has served continuously in the financial profession for more than 30 years.

Read more

Brian Sirota, MBA

Vice President of Wealth Management

Brian Alan Sirota was born in 1988 in Winter Park, Florida. He graduated from Auburn (War Eagle!), with a BS in Business Finance. He took a job in the financial services industry after college and worked this way through business...

Read more

Robert Tucker, ChFC®

Senior Personal Wealth Advisor

888-226-2732

Robert is a seasoned financial professional with past experience at Korbel, Citibank and Fidelity Investments, where he served as an Investment Solutions Representative.

Read more

Winter Bryant

Executive Assistant to the Chairman and the President

888-226-2732

With Camarda Wealth Advisory Group since 2011, the firm is fortunate to leverage Winter’s extensive experience in client service and administration.

Read more

Thomas Razzano, IAR

Senior Business Development Officer

888-226-2732

Tom is a seasoned financial and investments professional, and has held general securities and supervisory securities licenses since entering the profession with Charles Schwab in 1997.

Read more

Anne Camarda

Senior Investment Properties Director, Camarda Premier Properties

888-226-2732

With residential rental experience stretching back more than 30 years, Anne is responsible for managing dozens of residential and several commercial properties, primarily for Camarda family interests.

Read more

Rick Martin

Marketing Coordinator

Rick supports Marketing, Business Development, Compliance, and Account Management. He enjoys food, basketball, reading, and going to the beach with his family.

Read more

Lloyd Archibald

Vice President of Wealth Management

Lloyd Archibald was born and raised in Duxbury, Massachusetts. He graduated from Jacksonville University in 1992 where he was a scholarship player on the golf team. During college he decided to go work for the award winning Ritz...

Read more

With a drive for success, Bashar entered the financial industry in 2016 with Merrill Lynch as an Investment Consultant before accepting a position at Camarda as a Personal Wealth Advisor. He graduated from the University of North...

Read more

Cliff Parchmon

Vice President of Wealth Management

813-310-8899

Cliff was born and raised in Tampa, FL and graduated from the University of South Florida with a B.S. in Finance in 2002. He entered the financial services industry as an intern in 1998 for the Copeland Companies and has been in the...

Read more

Joshua Keyes

Vice President of Wealth Management

904-717-0926

Josh was born in Salisbury, Maryland, and graduated from Valley Forge Military Academy before going to Jacksonville University for a degree in Sociology. He joined the Army for a year and a half of active duty then became a reservist...

Read more