Principals
Registered investment Advisors
The principals of this corporation have over 50
combined years of investment experience. They have been located in and serving area
residents of St. Petersburg for more than 20 years. They have clientele elsewhere in the
US and abroad.
Jack S. Leister
- Asset Advisory Group, Inc. - President 1991
- A.G. Edwards & Sons, Inc.
- Paine Webber
- Reliance International, 1980
- Other areas of experience: international sales management, digital
equipment manufacturer, airlines, Air America, U.S. Marines Corps.
- Mount Union College, Alliance, Ohio
Belinda J. Sheffield, "B.J."
- Asset Advisory Group, Inc. - CFO, 1991
- A.G. Edwards & Sons, Inc.
- Smith Barney, Harris Upham
- Fischer, Johnson, Allen & Burke - 1981
- Public Finance, Municipal Bonds
- Other areas of experience: marketing, executive education, plan
administration, software development, and publishing.
- Eckerd College, St. Petersburg, FL
Eugene P. "Skip" Walker, Jr.
- Asset Advisory Group, Inc. - 1997
- Addison Financial Services
- A.G. Edwards & Sons, Inc. - 1981
- Other areas of experience: athletic coaching, property appraisal.
- Florida Southern College, Lakeland, FL