Our Team

TURNER AND ASSOCIATES is a financial services company offering financial analysis, pre and post retirement income planning, investment planning and personal lines of insurance as well as group and individual medical benefits. Woody has...

Adam joined TURNER AND ASSOCIATES as of April 2022 as an associate and experienced Financial Advisor for our firm. Adam holds the designation of Accredited Investment Fiduciary, AIF®, his Series 7 and Series 66 securities...

Matt joined TURNER AND ASSOCIATES in 2018 as an associate and Financial Advisor. Matt is originally from Buffalo, NY and moved to Pasco County in 1992. He has resided in Palm Harbor since 2002. Matt started his career in the Financial...

Kayla joined TURNER AND ASSOCIATES as of April 2022 as an associate and Financial Advisor for our firm. Kayla has been in the in the Financial Planning industry since 2015. She holds a Series 7, General Securities Representative...

Gay joined TURNER AND ASSOCIATES in 1997 after obtaining her health insurance license which was issued by the State of Florida. She has assisted groups and individuals with their Health and Ancillary benefit needs in both sales and...

Terri joined TURNER AND ASSOCIATES in 2005 as an executive assistant. Since that time, Terri has skillfully managed administrative duties, technical support, and client relations for our firm. One of Terri’s many goals is to...

Jesse joined TURNER AND ASSOCIATES as of April 2022 as an assistant administrator while working towards obtaining his various securities licenses. Jesse Cordoba grew up outside of Chicago, Illinois and has been living in Tampa since...