Linda Read, CFP®
Linda Read has been in the financial services industry for her entire career; she has over 20 years of experience as a financial advisor and spent more than 20 years working in Commercial Banking experience as a Vice President in the areas of Branch Management, Consumer Lending, Commercial Real Estate Lending and Special Assets. Her professional experience has allowed Linda to assist clients in all areas of their financial life. She holds Series 6, 7, 24, 63, 65 securities and Life, Health, Variable Annuities, Property & Casualty insurance licenses.
Linda is a strong believer in professional education and obtained the CERTIFIED FINANCIAL PLANNER™ designation in 1997. CFP®s undergo rigorous training in multiple areas of planning, wealth management, and investing, and are held to a much higher standard of client service and trust. Linda is a member of the West Pasco Chamber of Commerce and the Financial Services Institute.
She founded Read Wealth Management in 2010 in order to put into her practice her client-centered financial planning philosophy. Linda works to build close, long-term relationships with her clients and become their trusted financial professional in all areas of their financial lives. It is my goal that clients view seek my advice in many areas of life.
A second-generation Tampa native, Linda has lived in Trinity since 2003 with her husband Bob. They have three grown children and three lively grandsons. In her free time, she supports the Boys & Girls Club of America and enjoys, cooking and fishing with her family, and golfing.