Family Business Consulting   |   Transforming Visions Into Results

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Professional Consulting Service Clients

Below is a list of FPMG’s satisfied clients.

Partial Client List


  1. Advisor Group
  2. American Express
  3. American Funds
  4. Ameriprise
  5. Allianz Life Insurance
  6. Bank of America
  7. Coldwell Banker
  8. Dreyfus Investments
  9. Fidelity
  10. Evergreen Financial
  11. LPL Financial
  12. Morgan Stanley
  13. Natixis
  14. Pershing LLC
  15. PriceMetrix
  16. Prudential Securities
  17. Raymond James & Associates
  18. Raymond James Financial Services
  19. South Trust Bank
  20. Sun Bank
  21. Wells Fargo


  1. Broadway Theatre Project
  2. Tampa Preparatory School
  3. University of Tampa
  4. University of South Florida
  5. The Observer Group (publishers of the Observer Papers and Gulf Coast Business Review)

We also specialize in serving the unique needs of CEOs and presidents of closely held companies and family businesses.

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