Suncoast Prosperity Advisors

Our executive team recently participated in the Future Proof conference in Huntington Beach, CA. The event offered an excellent opportunity to explore the latest industry trends, discover emerging technologies, and network with peers to share insights and information. We are excited to integrate our newly acquired insights into our practice to better serve our clients!  

A heartfelt congratulations to the David Maus Foundation for successfully raising $250,000 at their 20th Annual Charity Golf Tournament and Silent Auction! Suncoast Equity Management and Prosperity Advisors were honored to participate in this remarkable event and had the pleasure of playing alongside Tyler Clippard, a former Major League Baseball pitcher. It was an incredible experience with an extraordinary purpose.

Suncoast Equity Management and Prosperity Advisors is proud to have been a sponsor at the Town of Highlands Scholarship Golf Tournament. The tournament raised $50,000 for the scholarship fund and the endowment now tops $1,000,000. 

Meet our Team: Ken O’Rorke, CVA® - Chief Executive Officer Elliott Sharp, CSCP - Chief Operating Officer/Chief Compliance Officer Nick Base - Director of Operations Zane Walsh - Operations Associate https://lnkd.in/ef9Eecq4 *Featured clockwise from left to right

Meet our Team: Donald R. Jowdy - Founder and Chief Investment Officer Amy A. Lord, CFA® - Senior Vice President/Co-Portfolio Manager Cheeroke Townsend - Co-Portfolio Manager, Analyst Al Dopking - Fixed Income Specialist https://lnkd.in/ef9Eecq4 *Featured clockwise from left to right

Meet our Team: Jeff Strouse - JD, CRPC®, CEPA® President, Suncoast Prosperity Advisors Frank Wyatt, MBA - Vice President, Financial Planning, Prosperity Advisor Heather Perry - Prosperity Relationship Manager Marci Sherwood - Community Marketing Director https://lnkd.in/ef9Eecq4 *featured clockwise from left to right

Meet our Team: Beth Dopking Neal, CFP® - Sr. Vice President, Sr. Prosperity Advisor Terri Ritchie, CFP® - Sr. Vice President, Sr. Prosperity Advisor Robin L. Cook, CWS®, CTFA® - Sr. Vice President, and Prosperity Advisor Stacey Blair - Prosperity Relationship Manager https://lnkd.in/ef9Eecq4 *featured clockwise from left to right

We had an amazing summer at our Highlands, NC office! From our Gary Koch golf clinics to events with local charitable organizations and the Highlands Chamber of Commerce, we connected with so many wonderful people. Our presentations to various groups were a highlight, and we’re excited for all that the fall season will bring.

Suncoast Equity Management and Suncoast Prosperity Advisors are excited to sponsor the Highlands Historical Society’s “Elevated Woodstock.” Proceeds from this fundraiser will help raise money for the Ran Shaffner Scholarship fund and help support the HHS general fund.

Join us this Saturday, August 10 at Kelsey-Hutchinson Founders Park in Highlands, NC for a concert in the park from 6:00-8:30pm.