Business Continuity Plan (BCP) and Hurricane Recovery

Successful Portfolios has a Business Continuity Plan (BCP) for business disruptions, including natural disasters like hurricanes. Our plan emphasizes flexibility, adaptability, redundancy, and protecting the interests of our clients.

SP Contact Information for our Clients in the Event of a Business Disruption:

• Primary Contact Phone Number: (727) 744-3614
• Primary Email Address: [email protected]
• Parker Evans Direct Contact: (727) 282-5556 | [email protected]
• Joe Baer Direct Contact: (727) 228-6929 | [email protected]
• Website: www.successfulportfolios.com

If you encounter sustained difficulties in reaching us through the above channels, we recommend you contact your asset custody/brokerage firm directly:

1. Interactive Brokers Advisor Services:
   
   • Website
   • Phone: (866) 694-2757


2. Charles Schwab Advisor Services:
   
   • Website
   • Phone: (800) 515-2157


3. Nationwide Advisory Solutions:
   
   • Website
   • Phone: (866) 667-0564