Skip to main content

  • Phone: 727-230-9000
  • Email: pablo@iplanstrong.com
  • Client Login

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Overview
    • Investments
    • Insurance
    • Retirement Planning
    • Managing Your Finances
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
  • Contact

 

    You are here

  1. Home
  2. About
  3. Our Team

Our Team

Photo of team member

Pablo Balart

Advisor/ Founder

Pablo Balart founded Bridgespan with a singular vision, to help his clients achieve their financial dreams and feel confident about their futures. Since the creation of Bridgespan, he has remained steadfast to the commitment of putting clients’ needs first. This commitment is visible in the specialized guidance each client receives.

He has proven his commitment to the financial services industry over the last 10 years. Prior to beginning his own firm, he held an executive management position for a state-wide wealth management group. In this role, he oversaw regional operations for the firm and was essential in establishing and expanding two successful branch offices. His professional credentials include the Series 7 General Securities Representative registration and the FINRA Series 24 Supervisory Registration. He is also licensed as a Series 66  Investment Advisor Representative and holds a Life, Health, and Variable Annuity license with the state of Florida.

A native of Miami, Florida, Pablo began his career in the Tampa Bay Area in 2000 and is happy to call this area home. He is an active member of the community and supports several local charitable organizations and events. As a proud University of South Florida graduate, he is a Bulls fan and goes to many home football games.

Photo of team member

Bill Brooke

Advisor / Founder

Bill Brooke knows that every dream is personal and deserves a tailored plan. He also knows that tracking clients’ goals and their progress toward those goals is crucial for their success. By offering comprehensive advice, he helps clients define their needs and clarify the path to their desired financial future.

In addition to an approachable personality, Bill has vast experience in addressing particular financial needs and circumstances. Having worked in the financial industry for over 19 years, he is able to help clients explore the ramifications of major decisions and approach challenges with efficiency and skill.

Bill previously held an executive management position for a state-wide wealth management group. His professional credentials include the Series 7 General Securities Representative registration. He is also licensed as a Series 66 Investment Advisor Representative  and holds a Life, Health and Variable License with the state of Florida.

Bill knows that planning for retirement is not about reaching a “finish line”, it’s more about understanding that planning for retirement is really about providing yourself with better choices to enjoy the time you’ve earned. He feels it is tremendously fulfilling to help clients in Tampa Bay discover their options and make solid decisions for long-term financial success.

Tampa Bay has been home to Bill and his family since 1999. He relocated to the sunshine state from Philadelphia and attended Bucknell University on a football scholarship. He has been happily married for over 25 years to his wife, Mary, who is a nurse at All Children’s Hospital. Bill is also the proud parent of Shane, Kyle and Erin. If you could use a financial guide, contact Bill today for an initial no-cost, no-obligation meeting to get acquainted with Bridgespan.

Photo of team member

Jim Brooke

Advisor

Jim was born and raised in Philadelphia, Pennsylvania. He attended Franklin and Marshall College on a basketball scholarship. In 1991, Jim graduated from F & M on the Dean’s List with a B.A. in Business Management. Jim’s professional credentials include the Series 7 General Securities Representative registration, as well as a Series 66 Investment Advisor  Representative . As a young man, Jim learned his core values of hard work and integrity from his parents, Bill and Carol. Bill worked as a Philadelphia Firefighter for over 30 years before retiring, and Carol was an administrative assistant in the lumber industry. When it comes to investments, Jim’s philosophy has three main principles:

  • Asset allocation is the primary factor in determining long term success.
  • Speculating on individual stocks or a few funds will not maximize investment performance.
  • Tax-managed strategies reduce current taxes owed, thereby increasing after-tax returns.

Jim’s goal is to provide his clients with outstanding service. He integrates Bridgespan’s exceptional capabilities in a way that makes sense for each client and continually evolves those services to meet clients’ future needs. It is this personalized service combined with his core values and investment principles that allow Jim to form long-lasting relationships with his clients.

Steve Monagas

Advisor

Steve takes an individualized approach when working with clients. He helps families build, grow and protect their financial future. He takes the approach that every client is unique and no two situations are the same. He believes in setting an initial plan and adjusting as life's conditions change.

Steve has been in the financial services industry in the Tampa Bay Area for over 20 years. Steve has worked both in the private and public sector. Most recently working primarily with Police, Firefighters and Teachers, helping them setup their retirement plans and continuing with them through retirement. Steve is a graduate of the University of Florida with a Major in Finance. He also received his Certified Financial Planner™ designation from the CFP® Board through the University of South Florida. He is a Series 7 General Securities Representative, as well as a Series 66 Investment Advisor Representative. He also holds a Life, Health and Variable Annuity license with the state of Florida.

Steve and his wife have been residents of the Bay Area for over 20 years. They have two daughters and a Black Lab mix, Chelsea. They enjoy traveling and are active in the community.

Photo of team member

Durene Scott, CFP®

Durene graduated from the University of Buffalo New York with a Bachelor of Science degree in Business Administration.  She earned her Certified Financial Planner™ (CFP) from the College for Financial Planning in 1989 and holds her Life, Health and Variable Annuity license with the state of Florida.  She has been employed by notable companies such as Merrill Lynch, Invest Financial and United Capital.  Her goal is to guide clients to reach their goals and become financially strong. She has lived in Florida for 25 years with her husband and two children.

Photo of team member

Sierra Leggett

Client Relationship Manager

Photo of team member

Marty Newlon, Executive Assistant

Photo of team member

Kristine Bigelow, CPA

About

  • Our Team
  • Our Philosophy
  • Our Process

Book a Meeting

Tell a Friend

Newsletter Subscription

  • Sitemap
  • Legal, privacy, copyright and trademark information
  • 2134 Alt 19, Suite B
  • Phone: 727-230-9000
  • Email: pablo@iplanstrong.com

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Bridgespan and JWC/ JWCA are unaffiliated entities.

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither J.W. Cole Advisors, Inc. (JWCA) or J.W. Cole Financial, Inc. (JWC) nor its representatives provide legal, tax preparation or accounting advice. Persons who provide such advice do so in a capacity other than as a registered representative of (JWCA/JWC). Bridgespan, and JWC/JWCA are not affiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Bridgespan are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

© 2019 Bridgespan. All rights reserved.

Website Design For Financial Services Professionals