Official inauguration of the finance office

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The Plant City community gathered for the ribbon-cutting ceremony of financial firm Suncoast Wealth Solutions, LLC on June 14.

Suncoast Wealth Solutions brings its services to Plant City

Suncoast Wealth Solutions hosted an official welcome to town celebration with a ribbon cutting on June 14.

It was organized by the Greater Plant City Chamber of Commerce and attracted many community members.

The financial company is located at 104 W. Reynolds St. Suite #12, where it has operated since February.

Michelle Engle, Certified Retirement Planning Consultant, and Jennifer Girling, Certified Financial Planner, head up the newly arrived company in Plant City. They are the only two working in the office.

“We are a full-service financial advisory firm,” Engle said. “We offer a whole host of things in wealth management, financial planning investing, education savings plans, and insurance.” It also offers retirement planning services for things like IRAs and 401Ks.

Suncoast works under its broker, Lincoln Investment, based in Philadelphia, and its main office is located in St. Petersburg. The company also has advisors in Phoenix, AZ and Sarasota. However, there is a vision to see more spring up locally.

There’s always the possibility that Suncoast could expand into the Tampa Bay area, Engle said.

Over the past nine years, she has built her clientele. However, his career path initially took a much different turn.

She earned her undergraduate degree in education and then her master’s degree in educational leadership with the intention of becoming an administrator.

For seven years she was a teacher in Hillsborough County.

With the encouragement of a friend, she began to learn about stocks, bonds, and mutual funds — things she had no idea about as an educator.

“I didn’t know the first thing,” Engle said. “I didn’t even know what kind of accounts I had as a teacher. I just knew that I was saving money.

At 29, she decided to leave school and enter the world of finance. She trained and worked at a large brokerage firm in Tampa where she trained and then worked for five years.

Over the years, it has been able to obtain several licenses such as series 66 and 7 as well as 2-15.

These credentials allowed her to buy or sell anything on the New York Stock Exchange, become an investment advisor and provide insurance to others.

She has already taken courses to become a certified financial planner and will soon take her exam.

After her five years with the brokerage firm, she decided to become an independent advisor and worked remotely from home for three years.

Even with the change in her professional life, she still had loyal clients who chose to stay with her. After three years at home, she decided she was ready to go back to working in an office.

“Lincoln has been wonderful and welcoming, and all of my colleagues at Suncoast — they’re family and customer first,” Engle said. “It’s not about the product. It’s not about generating that revenue. It’s about doing what’s right every moment and every step of the way. I like the community. I love this place and couldn’t ask for better people to raise my kids.

It wasn’t until after college that Girling decided to enter the world of finance. She had worked for the same brokerage firm as Engle, in the Miami office. It has been providing financial planning, insurance and investment services for 26 years.

In 2020, she left the company and joined Suncoast.

Last year, she moved from Miami to Plant City and began working alongside Engle.

“I have a very strong relationship with my clients, helping them 24/7 if they need it,” Girling said.

The majority of her clients are still in Miami and from time to time she will travel there to see them in person. And his service is not limited to Florida, but has spread across the country.

Girling moved to Plant City after being encouraged by Engle to explore the area.

Leaving city life in Miami and moving to the small town was because she wanted a more peaceful and quiet environment in which to raise her children, Girling said.

Her schedule at Suncoast allows her to spend quality time with her family and bond with the locals.

“I’ve been here less than a year and have made some really great friends, and it’s just been a tight-knit community that has welcomed me with open arms,” ​​she said.

Both ladies said they want to build good relationships with Plant City residents by making their office a welcoming environment.

“I also believe it’s important for the community to have a safe place to come just to ask questions,” Engle said. “I don’t care if you’re a customer or not. If there’s anything you’re concerned about, whether you’re working with me today or in the future, or maybe not at all, please come along.

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