About Us | Successful Portfolios LLC | Clearwater, FL

About Us | Successful Portfolios LLC | Clearwater, FL 2017-06-30T16:25:18+00:00
  • Our professional advisors offer you unbiased investment guidance and financial planning solutions.

  • We care about your financial success. When you succeed–we succeed. 

  • Our wealth management team is focused, hard-working and qualified.

  • Learn more about what we can do for you. Download our Client Brochure, a.k.a. SEC Form ADV Part 2. 

  • Successful Portfolios is an authorized, independent advisor with Schwab Advisor Services, Interactive Brokers, TDAmeritrade Institutional, and Scottrade Advisor Services.

  • Call (727) 744-3614. Ask us anything. Better yet, schedule an appointment and get the guidance you need!

Scroll our photo gallery below…


Parker Evans, David Bennett, Joseph Baer sitting at Successful Portfolios conference table.

Successful Portfolios’ exemplary wealth management team is ready to advise you. Left to right: Parker Evans, CFA, CFP, David Bennett, CFA, Joseph Baer, APMA.

Lobby Successful Portfolios


David Bennett, CFA, Joseph Baer, APMA and Parker Evans, CFA, CFP, CMT

Logos Custody-Brokers

Successful Portfolios LLC is a SEC Registered Investment Advisor firm based in Clearwater, Florida.