Mike Stapleton, Former Investment Advisor in Clearwater, Florida, specialized in Investment Advisory Services, Stock and Bond Investments, IRA Transfers and Rollovers, Business IRA’s (SEP and SIMPLE IRA’s, and 401(k) plans). Mike was a professional financial manager, formerly representing Edward Jones. He worked in the Tampa, Florida market, but also had clients throughout the United States, including California, Ohio, New York, Georgia, and Texas.
When Covid19 started, Mike worked from his home in Clearwater. He primarily worked via Zoom meetings, but also met with clients for breakfast or lunch, in the Tampa area. Specifically, Mike worked in the following Tampa Bay Area cities:
Clearwater, Saint Petersburg, Madeira Beach, Redington Beach, Sand Key, Largo, Dunedin, Palm Harbor, Tarpon Springs, Trinity, Odessa, Lutz, New Port Richey, Treasure Island and Brandon. He also had clients all over the State of Florida, including Ft. Myers, Sarasota, Port St. Lucie, Boca Raton, Miami, Jacksonville, and Daytona.
Mike was formally trained at Edward Jones and earned his Series 7 and Series 66 licenses while working as an Investment Advisor, managing money for investors. His track record was superb with excellent average returns from his investment methodologies. He liked to educate his clients while helping them position themselves for the best investing scenario. Earlier in his career Mike worked as an entrepreneur, closely related to the Investment Banking Industry. His knowledge with regard to stock valuation, dilution, etc., have been paramount in understanding how to manage money for his clients.
Mike’s other business interests include running an Internet Company (fully disclosed to his brokerage firm). He also loves to consult other entrepreneurs, helping them start and run businesses. His main philosophy for investing was, buying and holding high quality stocks. Stocks from companies that are well capitalized and fundamentally sound. He combined fundamental and technical analysis to keep his client’s interests at the forefront of his investing techniques.
Contact Mike Stapleton to get help.