Mike Stapleton, Investment Advisor
Mike Stapleton, Investment Advisor, located in Clearwater, Florida. Currently representing Edward Jones, Mike works from home as a remote advisor; however, he has the ability to utilize any Edward Jones branch if needed. Mike serves the following areas: Tampa Bay, Clearwater, Safety Harbor, Westshore, St. Petersburg, Largo, Madeira Beach, Sand Key, Redington Beach, Dunedin, Palm Harbor, Westchase, Oldsmar, Trinity, Odessa, New Port Richey and Lutz.
About Mike Stapleton
Mike is a professional financial advisor located in Clearwater, Florida. He has three children who are all grown and off leading productive lives. He loves hiking along the beach, playing guitar, exercising, and being an entrepreneur along with his finance career. As a financial advisor, currently with Edward Jones, he believes it’s important to invest time understanding what his clients are working toward, with regard to investing. He takes a unique approach to assessing, level of risk and long-term goals. He works with business owners, wealthy families and sophisticated individual investors.
Education & Licensing
In 2017 Mike graduated from Purdue University with a Bachelor’s Degree in Legal Studies. He started studying in 2009, while helping to raise his family, and he finally finished in 2017, after many stops and starts. Notably, he graduated Summa Cum Laude, with a 4.0 GPA. Mike is currently enrolled at Villanova University to obtain his Masters Degree, and is again continuing to work toward this goal while working full time as financial advisor. In 2019 Mike obtained his Series 7 and 66 securities licenses and is listed with FINRA, and is also licensed in the States of Florida, California, New York, Georgia, Ohio, and Indiana. He also holds a Florida Insurance License.
Mike provides investment advise for business owners, wealthy families, and private investors. He also specializes in IRA rollovers, transfers and new account setup. Please call (727) 642-3977 for trade instructions. We cannot take trade instructions over email, voice message, or the Internet.
Need help investing your money?
Inquire with Mike below and he’ll get right back to you, or click the FaceBook Messenger icon at the lower right.