Studdard Financial, LLC is a registered investment adviser (RIA) in Sarasota, FL. We offer a wide variety of financial planning and investment management services including estate planning, retirement planning and portfolio diversification and management. We are dedicated to helping you build and protect your wealth so you can pass it on from generation to generation.
Our Mission Statement
Our mission is to empower our clients to build and maintain wealth for multiple generations through strategic money management and sound estate planning.
Our Founder & President
Byron L. Studdard, CFP®
Byron graduated from Jacksonville State University in 1991 and accepted a corporate position as a Territory Manager in Tampa, Fla. The following year, Byron’s mother lost her battle with cancer. His company was able to arrange a transfer back to his hometown of Huntsville, AL so Byron could be there to help out his family. It was during this time, as he was helping his family settle his mother’s estate that he realized just how much his family could have benefited by having a comprehensive financial and estate plan.
The following year, with his family obligations complete, his company transferred him to Memphis, TN. Byron had already decided to dedicate his life to helping others build wealth and pass it to future generations. He began his career at IDS Financial Services, which later would become known as American Express Financial Advisors. In 1996, Mr. Studdard received the President’s Recognition for Quality of Advice Award for his outstanding planning and recommendations made to clients. In 1997, Byron earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation by completing a comprehensive course of study culminating in a 10 hour, two day final exam.
During his time at American Express, he held various training and management positions responsible for teaching new advisors the art of financial planning. After leaving American Express, he was named Regional Vice President for The Legend Group, a division of Waddell & Reed. In 2003, Byron formed Studdard Financial in Germantown, TN to help clients build wealth, protect it, and pass it on to future generations. In 2007, Studdard Financial opened an office in Sarasota, FL to serve its growing Florida client base and became a Registered Investment Adviser in 2012.
Mr. Studdard has been listed in the “Guide to America’s Best Financial Planners” published by Consumers’ Research Council of America, an independent research company. He has also been named, “The Best of the Best” and “The Top 1% in Their Field” by America’s Top Advisors. In addition to his duties as Portfolio Manager, he has also contributed articles for ABC News.