The Manings Group

At The Manings Group, we have a proud story that continues to be told. It revolves around the relationships we enjoy with generations of families in the Tampa Bay area and across the nation.   Who do we serve?   People whose situations and ambitions demand a highly personalized and nuanced approach to managing their wealth. Active and retired, our clients include successful business owners, corporate executives, social media influencers, physicians, and attorneys.   Rather than make assumptions about clients, we make time to listen and learn about them. By accounting for what we call, “meaning and metrics,” we can deliver the wealth management experience that has long distinguished our practice.

We may ask, “Why have you come to us – and why now? What financial concern keeps you awake at night? What do you hope your money can do for you? What do you hope we can do for you? What needs to happen for you to fee financially confident about the future?”   We also ask about clients’ health concerns, their family dynamics and specific issues. By helping clients articulate their visions and values, we gain the insights needed to act as responsible stewards of their wealth and wishes.   What can clients expect?   • We treat clients like friends and care for them like family. After the recent hurricanes, we contacted our local clients, to see if we could assist in any way. We consider our relationships with them to be personal, not transactional.

• Clients have our cell numbers, so they can call in case of an urgent matter. If we’re in a meeting we make sure to call back that day.

• Going the extra mile for clients is never going out of our way. When it can prove helpful, we coordinate with clients’ accountants and attorneys to align our retirement, succession, exit planning and tax minimization strategies.

• Our investment recommendations are research-driven and client-focused. Depending on the market environment and a client’s comfort with risk, liquidity needs and other factors, we look for what we believe is the “appropriate investment solution” – using research from our firm’s Chief investment Office and other trusted sources.

• Beyond investment management, we answer clients’ everyday questions about purchasing or leasing a vehicle, sending a child to public or private college, and other important considerations. We offer easy access to Bank of America, N.A. for residential, securities-based, and other forms of customized lending.   Each of our five advisors and six associates is proud of the clients we serve, and the manner in which we serve them. It would be our privilege to serve you with the same diligence and respect.

*The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser, [Member SIPC](http://www.sipc.org) and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).*

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.