Jay Mulligan, CFP, and Jon Wilkins, CFP, are Wealth Managers at Synergy Wealth Alliance, bringing over three decades of expertise to help individuals, families, and small business owners create and preserve wealth. Based in Apollo Beach and licensed through LPL Financial, Jay & Jon offer comprehensive services-cash flow planning, retirement guidance, estate coordination, and tax-efficient investment strategies-all through clear communication and a values-driven approach.

Jay is a University of Nebraska-Lincoln alumnus and active St. Petersburg cyclist. Jay balances financial rigor with warmth and genuine client connection. Whether you're preparing for retirement or navigating life transitions, Jay aims to empower you with confidence and clarity for long-term financial success. Jon is a graduate of the University of Central Florida and has extensive experience in in the investment advisory industry.

Opening Times

Mon

09:00AM - 05:00PM

Tue

09:00AM - 05:00PM

Wed

09:00AM - 05:00PM

Thu

09:00AM - 05:00PM

Fri

09:00AM - 05:00PM

Email Addresses

tampabay@synergywealthalliance.com

Services:
Personal & Family Financial Planning, Investment Management & Advisory, Tax-Efficient Investment Strategies, Retirement Income Planning, Estate Planning Coordination

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