Wealth Management

At Adcock Financial Group, we deliver customized financial planning and investment advisory solutions that can help to improve and maintain your chosen lifestyle. Our hands-on approach to client relationships enables us to deploy solid financial strategies that are tailored to help get you from where you are to where you want to be. We design a plan for you, not the masses, to focus on the accumulation, preservation and distribution of your wealth. We implement an independent array of institutional investment solutions that best meet our clients needs.

Reliable financial advice is a process, not a prediction. We take a disciplined approach of listening, understanding, implementing and monitoring.

Family Focus: Partnering with Adcock Financial Group

Watch the video below to learn more about how the dedicated asset management team at Adcock Financial Group can help you bring clarity to your financial life.

Meet the Wealth Management Team

Wealth Management Team
Jenni, Brian and Laura
Brian Adcock

H. Brian Adcock

(813) 935-4091, ext. 230


Ryan Frankel

Ryan Frankel, CFP®
Financial Advisor

(813) 935-4091, ext. 222
Cell: (813) 492-2554


Jenni Smith

Jenni Smith
Client Relationship Manager

(813) 935-4091, ext. 227


Lorraine Thomas

Lorraine Thomas
Client Service Associate

(813) 935-4091, ext 234


Laura Lubinski

Laura Lubinski
Project Coordinator

(813) 935-4091, ext. 224