Vansh Patel

Vansh is a Servicing Advisor who works with individuals, families, and business owners on investment planning, risk management, and long-term financial decisions. He manages all aspects of client servicing while also serving in a direct advisory capacity, ensuring clients receive both the operational support and strategic guidance they need at every stage of the relationship.

Vansh began his career at Florida Financial Advisors, where he developed a strong foundation in client engagement, communication, and financial planning. He brings that experience to a firm built around independence and fiduciary care, with a growing specialization in serving business owners navigating the complex intersection of personal and professional wealth.He is a graduate of the University of Tampa.

Outside of work, Vansh enjoys staying active and exploring everything Tampa has to offer since relocating from New Jersey four years ago.