Founding Advisors

The advisors who built the firm — and still shape how we serve clients.

Signature Financial Solutions was founded by six experienced advisors with a shared conviction: that independent, advisor-led advice should never come at the expense of personal connection. More than three decades later, that founding belief still defines how we work.

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6 Founding Advisors 30+ Years Advisor-Led Independent

Built on Conviction

One vision, six perspectives

Independence. Collaboration. Deep specialization without losing the personal feel of a smaller practice. The firm was built around the idea that great advisors working together could deliver better outcomes than any one advisor alone — and that has shaped every decision since.

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Three decades. One mission.

Recognized for the work — driven by the people behind it

Awards and milestones are nice. What matters more is what they represent: the steady commitment of a team that has put clients first for more than thirty years.

Largest Investment Services Firms in Tampa Bay — Tampa Bay Business Journal 2024

Tampa Bay Business Journal Largest Investment Services Firms in Tampa Bay by Local Assets Under Management — 2024

The founding advisors of Signature Financial Solutions

Six Founders. One Firm. The team whose shared vision built Signature Financial Solutions from a single office into a regional firm with national reach.

Signature Financial Solutions — 30 Years Anniversary

30 Years of Independent Advice Three decades of helping clients pursue clarity, confidence, and long-term financial success.

Meet the founders

The six advisors who started it all

Each came with their own specialties, experience, and perspective. Together, they built a firm where independence, collaboration, and client-first thinking come standard.

Founding Advisor

Robert Coleman

President & CEO

Founding Advisor

Xavier J Pujol

Investment Adviser Representative

Founding Advisor

Darren Brewis

Financial Advisor

Founding Advisor

Kevin P Maltezo

Investment Advisor Representative

Founding Advisor

Michael Quick

Financial Advisor

Founding Advisor

Rick Serra

Financial Advisor

A shared vision

Built around a simple idea — and it still drives us today

When the founders first came together, they were experienced advisors who could have continued building successful individual practices. Instead, they chose to build something different — a firm where collaboration, shared best practices, and access to broader resources would make every advisor better, and every client better off.

That decision shaped everything that followed. The way new advisors are brought into the firm. The way clients move between specialists when the situation calls for it. The way decisions are still made by advisors, for advisors and the people they serve.

The firm has grown well beyond what those six advisors could have imagined when they started. But the operating principle has not changed: surround the team with great people, give them the tools to do their best work, and never lose sight of the relationships that make all of it worthwhile.

Schedule a Conversation About the Firm

30+ Years building the firm together

6 Founding advisors, one shared mission

1 Operating principle: do right by every client

Take the next step

Want to talk with someone on the team?

A short, no-pressure conversation is the simplest way to understand how we work and whether the firm is a good fit for your situation.

Schedule a 15-Minute Conversation Meet the Leadership Team