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Tampa, FL

Address
100 S. Ashley Avenue, Suite 600, Tampa, FL 33602
Fax
Hours of Operation
Today - -
TAMPA
TAMPA
Features
Accessibility 
  • Wheelchair accessible elevator
  • Wheelchair accessible entrance
  • Wheelchair accessible restroom
Amenities
  • Restroom
Health & safety
  • Appointment required
  • Mask required
  • Staff get temperature checks
  • Staff required to disinfect surfaces between visits
  • Staff wear masks
  • Temperature check required
Planning
  • LGBTQ friendly
Service options
  • Online appointments
  • Onsite Services
  • Covid-19: Check our service and safety guidelines
    As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.
    Protect Yourself and Others from COVID-19
    • Stay home if you are sick with a cough, shortness of breath, difficulty breathing, fever or chills or if you are currently under quarantine or isolation.
    • Stay 6 feet away from other customers and staff as much as possible.
    • Wear a face covering over your nose and mouth while you are here.
    • Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.
    Download Our Policy
Tampa, FL TEAM
Theodore E. Saade
CFP®, CMFC®, AIF®
Managing Senior Partner
Theodore E. Saade

Theodore E. Saade

CFP®, CMFC®, AIF®
Managing Senior Partner
Contact
Theodore E. Saade, CFP®, CMFC®, AIF® is a Managing Senior Partner with Signature Estate & Investment Advisors, LLC. His specialties include investment planning, retirement planning and estate planning. He is also a licensed independent insurance broker. Mr. Saade has been in the securities and insurance business since 1995 maintaining a successful independent private practice for over 250 clients.

He was voted Top 40 Under 40 as published in REP. Magazine since its inception in 2013. He was also recognized as a Top Wealth Manager for "Providing Exceptional Service And Overall Satisfaction" as published in Los Angeles Magazine in 2014. Furthermore, he has been published annually in Worth Magazine since 2010 and has been recognized annually as a Leading Wealth Advisor as published in Worth Magazine since 2012. Many notable clients, executive groups and corporations have retained him for seminars and lectures. Mr. Saade is a 30+ year resident of Los Angeles, currently residing in Beverly Hills, California along with his wife and 4 sons.

Mr. Saade received his Bachelor's degree in Economics with an emphasis in Biochemistry with Honors from University of California, Los Angeles. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with the Certified Financial Planner Board of Standards, Inc, having completed the CFP® professional education program in 1998. In addition, he completed the Chartered Mutual Fund Counselor (CMFC®) Education program in 2000 and earned the Accredited Investment Fiduciary® (AIF®) professional designation, conferred by Fiduciary360. He also has received formal training in investment fiduciary responsibility. He also holds an insurance license (CA Ins. License #OB63654).
Jessica Cherness
CFP®, AIF®
Advisor
Jessica Cherness

Jessica Cherness

CFP®, AIF®
Advisor
Contact
Jessica Cherness, CFP®, AIF®is an Advisor with Signature Estate & Investment Advisors, LLC (SEIA). She joined the company in 2015 and has since become a central member of the team of Senior Partner Theodore E. Saade, CFP® , AIF®, CMFC®. The team's services include comprehensive financial planning, portfolio strategies and intergenerational wealth transfer.

Jessica received the CERTIFIED FINANCIAL PLANNER™ professional designation after completing the CFP® professional education program through the College for Financial Planning. She holds her Series 7 and 66 securities licenses and is also a licensed insurance agent (CA Ins. License #0L56221). Jessica graduated from Brown University and holds a Bachelor of Arts in Business, Entrepreneurship, and Organizations. While attending Brown, Jessica played four years of Division I softball and tutored fellow student-athletes in economics.

Jessica is a Los Angeles native and currently resides in Beverly Hills. She enjoys playing slow-pitch softball, beach volleyball, and hiking.
Kyle Steckler
MSBA, CFP®, EA
Associate Advisor
Kyle Steckler

Kyle Steckler

MSBA, CFP®, EA
Associate Advisor
Contact
Samantha Driver
Registered Associate
Samantha Driver

Samantha Driver


Registered Associate
Contact
Kellie Smith
Client Service Associate
Kellie Smith

Kellie Smith


Client Service Associate
Contact
Services
Frequently Asked Questions
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