Instrumental Wealth

Who We Are

Instrumental Wealth

Who We Are

Instrumental in Your Life

We are an experienced ensemble who’s attuned to a select group of business owners, professional athletes, and executives who resonate with our coordinated approach.

We are Independent CFP® Practitioners, and Fiduciary Fee-Based Financial Advisors.

The Team

David Silver

ADVISOR

David Scott Silver, CFP®

CEO / President

O 813-578-7002

David.Silver@InstrumentalWealth.com

An entrepreneur at heart, David earned a Bachelor of Science in Entrepreneurship from the University of Tampa which provided valuable insight into the complex needs of small business owners. Since then, his client base has grown to include executives and professional athletes. David’s acumen in individual financial and insurance services, investment strategies, and business planning are only matched by his attention to detail.

David and his wife, Amy, have 3 amazing children, DJ, Olivia, and William. When David isn’t working, he enjoys quality time with his family, playing guitar, golfing, and watching sports.

Certifications, Licenses, and Recognitions

*Awarded to David Silver in 2008. According to the Tampa Bay Business Journal (TBBJ), the 40 under 40 awards (formerly the “Up and Comers Award”) recognizes professionals who quantitatively demonstrate business success, community involvement, leadership ability and influence in the Tampa Bay business community. Recipients are nominated and reviewed by a judging panel at the TBBJ. This award is not based on any one client experience and the receipt of the award is not indicative of future performance. For more information on this award click here.

ADVISOR

Drew Allen, CFP®, CLU®, ChFC®, RICP®

Senior Lead Advisor

O 813-578-7004

Drew.Allen@InstrumentalWealth.com

Drew has been in the financial services industry since 2004, serving clients in many areas of planning including personal financial planning, business planning, charitable giving and foundational family legacy planning. He is passionate about continued service to clients and strives to ensure that clients feel heard regarding what is important to them and those they care about.

Drew obtained his International Finance degree from the University of South Florida in 2005 and continued his education with The American College obtaining his CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) and RICP® (Retirement Income Certified Professional®) designations, along with his CFP® from the board of Financial Planning.

Drew and Julie have two wonderful daughters, Makayla and Makenzie. As a family they love to be in the outdoors, kayaking, at the beach, walking our dogs, along with serving at our church Fishhawk Fellowship.

I believe that financial planning is not a job, but a calling for those who desire it to be so.  We are to be humble stewards of our time, our talent and our treasure.  I am honored to work with clients around the country to help them achieve their life’s purpose. “An abundant life is a journey that is fulfilled through serving with gratitude and purpose.” —Drew

Certifications, Licenses, and Recognitions

  • CFP®, CLU®, ChFC®, RICP®
  • Florida 2-15 Insurance licensure

ADVISOR

Blake Watson Price, CFP®

Lead Advisor & Director of Financial Planning

O 813-578-7006

Blake.Price@InstrumentalWealth.com

Blake graduated Magna Cum Laude* from Millsaps College with a Bachelor of Business Administration degree in Finance. He was also inducted into Beta Gamma Sigma, the top international honor society for business schools designed to honor students who have placed in the top 10% of their class. He went on to complete his Master of Business Administration at the Else School of Management after being selected recipient of the prestigious Allison Coggin Lee Memorial Endowed Scholarship.**

Blake helps create stability and predictability in the lives of our clients through custom financial planning. He has considerable knowledge and experience in financial analysis, market research, and business operations planning.

Certifications, Licenses, and Recognitions

  • CFP®
  • Florida 2-15 Insurance licensure

* At Millsaps College, Magna Cum Laude is a distinction bestowed upon a graduate with a cumulative GPA between 3.70 and 3.89, or between 3.90 and 4.00 less a grade of “excellent” on the comprehensive examinations. Blake received this distinction in 2014, upon graduation from Millsaps College. The receipt of the award is not indicative of future performance

*Blake received the Allison Coggin Lee Memorial Endowed Scholarship in 2014. According to Millsaps College, the scholarship is the largest endowed scholarship awarded to a Millsaps MBA student. The recipient must exemplify exceptional aptitude for graduate business study, exhibit involvement in college and community activities and demonstrate business professionalism and highly developed communication abilities. For more information click here and here. The receipt of the award is not indicative of future performance.

ADVISOR

Jordan Arnold

Lead Advisor, Paraplanner

O 813-578-7008

Jordan.Arnold@InstrumentalWealth.com

Jordan has been in the financial planning industry since he graduated college in 2014.  He has worked with clients in many areas of planning, including personal financial planning, business planning, long-term care planning, and retirement planning.  Jordan believes educating clients on the complex nature of financial planning to be one of the most rewarding parts of the business.  He enjoys having clients see their lives change by helping them put the pieces of their financial puzzle together.  Jordan obtained his Finance Degree from the University of Central Florida. He currently holds the CLTC designation (Certification for Long Term Care), series 65 and FL 2-15 licenses.  

Jordan was born and raised in St. Petersburg FL, and he and his wife Ashley have one wonderful son, Woods, and a golden retriever named Douglas.  He enjoys spending time with his family, playing as much golf as possible, and is an avid sports fan, especially for his hometown Tampa Bay teams.

Certifications, Licenses, and Recognitions

  • Certification for Long Term Care
  • Series 65
  • FL 2-15 licenses
Sean Williams

Advisor

Sean Williams, CFP®, ChFC®, RICP®, CLU®

Senior Wealth Advisor

O 813-578-7002

Sean.williams@instrumentalwealth.com

Originally from Fort Myers, FL, Sean has had an extraordinary journey. Graduating from the University of Florida with a Bachelor’s and Master’s degree in Business Administration, Sean joined the United States Marine Corps where he served for seven years as an amphibious platoon commander with the 3rd Assault Amphibian Battalion in Camp Pendleton, California before his honorable discharge with the rank of Captain. Sean began his career in the financial services industry in 2014 as a financial advisor with Northwestern Mutual in Tampa before ultimately moving to North Carolina where he built a financial service practice serving physicians, retirees, and families. With his wealth of experience, knowledge, and personal integrity, Sean is a very welcome member of the Instrumental Wealth team.

Sean and his wife Katie have been married since 2009 and have three incredible children, Graham, Caroline, and Kenny. When not serving clients, Sean enjoys woodworking, going on dates with Katie, playing outside with his kids, playing music, and watching Florida football.

• Professional Credentials: CFP®, ChFC®, RICP®, CLU®

Executive

Matthew Harbert, CFA®

Chief Investment Officer

O 813-578-7005

Matthew.Harbert@InstrumentalWealth.com

Matthew’s 20+ year financial career spans experience in analytics, research, policy, strategy, and consulting. Matt developed, built, and manages the processes and team of these mission-critical services:

  • internal investment strategy team that oversees $150 million is assets
  • investment philosophy and the processes to construct and manage equity portfolios
  • tools and models for fundamental equity research

In addition, Matt has been integral to the Investment Research Committee as both Chair and Vice-Chair.

As a key player in institutional investment consulting, Matthew began his career as a T Rowe Price Registered Representative and moved up to a Performance Analyst. At CapTrust Advisors, Matthew advanced his career to Director of Analytics and Director of Research.

Matthew’s 16-year tenure at CapTrust Advisors saw the firm grow from $350 million to $18 billion in assets, where he developed, implemented, and managed:

  • proprietary scoring system for manager and fund analysis
  • manager and fund due diligence process to evaluate over 30,000 products
  • internal manager RFI and scoring protocol to evaluate separate account managers, mutual funds, ETFs, alternative investments, and indexed products
  • capital market assumptions used in strategic asset allocation modeling for clients and internal discretionary models
  • portfolio tactical adjustments based on market outlooks

Matthew’s career advanced further when he joined David Silver’s group at Northwestern Mutual as Director of Investment Strategy. That group, Instrumental Wealth, is now its own independent registered investment adviser firm, and Matthew is the Chief Investment Officer.

Matthew has a B.S. in Finance from the University of South Florida and is a CFA® charter holder. Matt holds his Series 66 licenses as well as a Florida 2-15 (Life & Health) License. His home life revolves around his wife and daughter, enjoying beautiful Florida, and learning guitar. Matthew is also an old-school D&D gamer.

Certifications, Licenses, and Recognitions

  • CFA®
  • Florida 2-15 Insurance licensure

Executive

Angela K. Ruiz

Director of Operations

O 813-578-7003

Angela.Ruiz@InstrumentalWealth.com

Angela Ruiz serves as the Director of Operations for Instrumental Wealth and has worked with the team since 2013. Prior to joining the team, she worked within the Human Resources field, concentrating on training and development for over seven years. She is a graduate of St. Petersburg College with a Bachelor of Science in Business Administration with a focus in Accounting.

Please contact Angela if you have any questions regarding your accounts or if you would like to schedule a meeting with David.

Certifications, Licenses, and Recognitions

  • Florida 2-15 Insurance licensure

Our Client Service
& Onboarding Specialists

Audrey Maginsky

Director of New Business & Client Services

O 813-578-7007

Audrey.Maginsky@InstrumentalWealth.com

 

Audrey joined the team in Tampa in 2018 following nineteen years with Northwestern Mutual as the Director of Operations in the Albany and New York City offices. She walks clients through the application and underwriting process, opens all new accounts, and provides above-and-beyond service to clients, offering timely & creative solutions to meet your needs.

Certifications, Licenses, and Recognitions

  • Florida 2-15 Insurance licensure

community

Active in Our Community

Instrumental Wealth is active in the philanthropic efforts of our Tampa Bay community.

Children’s Cancer Center

The Children’s Cancer Center is a local non-profit organization dedicated to serving Tampa Bay families of children with cancer or chronic blood disorders with emotional, financial, and educational support necessary to cope with their life-threatening illness. While other organizations are committed to finding a cure tomorrow, the Children’s Cancer Center is committed to helping every family member cope today through their 24+ support programs. Instrumental Wealth has been active in fundraisers including the Gelatin Plunge, Golf Madness, Women Wine & Shoes, and Charity Polo Classic. David is a Member of the Board and sits on the KNEAD for Knowledge Scholarship Committee.

Children’s Cancer Center

The Children’s Cancer Center is a local non-profit organization dedicated to serving Tampa Bay families of children with cancer or chronic blood disorders with emotional, financial, and educational support necessary to cope with their life-threatening illness. While other organizations are committed to finding a cure tomorrow, the Children’s Cancer Center is committed to helping every family member cope today through their 24+ support programs. Instrumental Wealth has been active in fundraisers including the Gelatin Plunge, Golf Madness, Women Wine & Shoes, and Charity Polo Classic. David is a Member of the Board and sits on the KNEAD for Knowledge Scholarship Committee.

It’s time to talk.

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Our approach is integrated, strategic and instrumental in realizing your vision for your wealth.