Financial Advisors
Tampa, FL
Stephanie Caro is a First Command Financial Advisor specializing in comprehensive financial planning, investment strategies, retirement income planning, and risk management for military families and service members. As a military spouse with Series 7 and 66 securities licenses, she brings deep understanding of the unique financial challenges faced by those in uniform. She offers both in-person and virtual meetings to help clients achieve financial security and peace of mind.
Ideal for: Military service members, military families, military spouses, active duty personnel
Service area: Tampa, Florida and surrounding areas
Military-Focused Expertise: Stephanie specializes in serving military families and service members, understanding their unique financial situations. First Command was founded specifically to serve military professionals and has 60+ years of experience in this niche.
Licensed and Credentialed: Holds Series 7 and 66 securities licenses plus life and health insurance licenses in Florida and Virginia, with RICP® designation.
Personalized Coaching Approach: Offers comprehensive financial planning combined with coaching to help clients pursue their financial goals and lifetime dreams through lasting relationships.
Address: 501 E Kennedy Blvd Suite 600, Tampa, FL 33602
Phone: (813) 254-0100
Website: advisor.firstcommand.com
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