Linda Kocher, FPQP
Operations Manager
Linda has been in the financial services industry for over 25 years and with our firm since 1996. In addition to experience in banking with Bank of America and SunTrust and working for Golden Rule Insurance/ United, Linda has excellent knowledge of the securities industry. She is currently registered as a Series 11 and Series 6 representative with FINRA. She manages and is responsible for the daily operations and client services for our firm. Linda has also achieved the designation of Financial Paraplanner Qualified Professional through the College of Financial Planning. This experience and accomplishments provide her with an enhanced ability to assist our clients in successful implementation of their financial and estate plans. She has lived in the Tampa area since 1980. Linda and her husband, David, have raised two children, a daughter and son, in Valrico. They are also grandparents.
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