Broker Check

Team

 
Karrie graduated from Florida State University in 2001 with a Bachelor of Science in Finance. She joined her father’s business in 2003 and currently works with clients as an Investment Adviser Representative. Karrie holds the Series 6,...

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Originally from Pennsylvania, Rich attended La Roche College in the Pittsburgh area. He moved to Florida in 2004, where he worked for two major residential housing builders in the area. After he married Karrie in 2006, he showed a...

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Colin graduated from the University of South Florida in 2009 with a Bachelors degree in Communications. He joined the firm in 2011 and holds the Series 7, 66, and Florida Life, Health, and Variable Annuity Licenses. Currently working...

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Originally from Michigan, Laurie attended Michigan State University and graduated from Kellogg Community College summa cum laude. After residing in Southern California and Montana, Laurie left behind careers in travel and emergency...

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Originally from California, Elias entered the personal financial planning field in 2012 and completed his Certified Financial Planner (CFP) credential in 2015. Elias worked as a financial analyst for Lincoln Financial Advisers...

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Keith has 28 years experience in the financial industry and holds the Chartered Financial Consultant designation, Series 6,7,66 and the Florida Life, Health, and Variable Annuity Licenses. Keith completed his financial studies...

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Originally from Long Island New York, JoAnne moved to Florida in 1989. She joined Anchor Group in 2009 as Bill’s personal assistant. JoAnne has her Bachelors in Business Management & Supervision. She holds her Series 6 license as well...

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Barbara Grigat

800-782-1662

Married to Bill for the past 44 years, Barbara has always held an active role at Anchor Group. A graduate of William Patterson University, Barbara taught primary grades for 25 years and with Bill raised three daughters. After retiring...

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Alyssa is an Ormond Beach native and joined the Anchor Group in May of 2014. She attended the Unviersity of South Florida and is currently enrolled at Daytona State College. In her free time, she enjoys boating and playing beach...

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Originally from South Carolina, Roberta received her Bachelors in Business Administration from Claflin University. She is the spouse of 20 years to a Retired United States Marine. Together they have one daughter. She enjoys family time...

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Originally from South Carolina, Nancie has lived most of her life in Daytona Beach. Having 25 years experience in the financial services industry, Nancie has been passionate about the relationships she has developed helping clients...

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