To learn more about our comprehensive financial planning services or how our team can serve you best, please complete the form below with as much detail as possible.
You are also welcome to connect with us on social media or reach out directly using the options below. We serve clients locally, in the beautiful Tampa, Florida area, and across the United States.
Golden Road Advisors LLC
615 W. De Leon St.
Tampa, FL 33606
813-491-1593
info@goldenroadadvisors.com
Planning Discussions: Your Advisor
If you need information that isn’t already in your plan, contact your advisor. They can help you explore:
Kevin Caldwell
813-491-1596
kevin@goldenroadadvisors.com
Jeff Kikoler
813-491-1594
jeff@goldenroadadvisors.com
Brady Wright
813-694-3408
brady@goldenroadadvisors.com
Brielle Vieira
813-822-0334
brielle@goldenroadadvisors.com
Execution & Info: Your Service Team
To implement things we’ve discussed, or to ask questions about your setup, contact your service team. This includes:
Kiersten Gaston
813-454-0915
kiersten@goldenroadadvisors.com
Your primary contact is your dedicated financial advisor/lead planner, who understands your unique financial situation and goals.
Yes. While your primary advisor handles complex planning, you may also interact with our service team for administrative items such as money movement requests, paperwork processing, or scheduling. Our team collaborates to ensure your needs are met promptly.
For simple, quick questions, email is often the most efficient method. For more complex or personal matters, we recommend scheduling a phone call or an in-person/virtual meeting to ensure a focused discussion.
*Due to regulatory concerns, texting is only permitted for administrative purposes. You may text for issues such as scheduling a meeting or asking us to call you. However, we are unable to respond to texts regarding non-administrative issues such as making trades, sending funds, or asking questions about your accounts or financial plans. For non-administrative issues, please email or call your advisory team.
Please contact Kiersten directly for all administrative requests, including updating contact details, processing account transfers, or general paperwork. She is best equipped to handle these tasks efficiently.
Kiersten can help you schedule a phone or in-person appointment.
Your primary financial advisor will coordinate all aspects of your financial plan, including tax strategies and estate planning discussions. They can also collaborate with other professionals, such as your accountant or estate attorney, to provide comprehensive advice.
You can conveniently monitor your portfolio, view statements, and access trade confirmations and tax reporting documents through your secure online Client Access portal.
For questions on how to enroll, please contact Kiersten.
For technical support:
Raymond James Client Access support can be reached at (877-752-2237)
Please call our main office line directly and inform the team that you have an urgent matter. We prioritize client emergencies and will connect you with your advisor or another qualified team member as soon as possible.
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