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Strong Community Connections
Written By: Mary Jane McCall | Issue: August 2024 | Photograph By: Mary Gilian
With Marci Sherwood and Robin Cook at the helm, Suncoast Equity Management’s new Highlands office (431 N. 4th Street) is in wise, confident hands.
Left to right: Al Dopking, Beth Neal, Marci Sherwood, Don Jowdy, Robin Cook, Jeff Strouse, and Frank Wyatt
Good news for those seeking Investment and Wealth Services – Suncoast Equity Management has opened an office in Highlands at 431 N. 4th Street.
Established in 1997, Suncoast’s headquarters are in Tampa, Florida. The Highlands location originally opened in an administrative capacity in 2023 and expanded into an official client service office in June.
One reason for the delayed opening as a client service office was their belief that it was crucial to have the right individual to represent the firm locally.
Fortunately, they found Marci Sherwood, who has strong connections to the community through her work with the Highlands Chamber and other activities. Her professionalism and community ties completed their vision for the full-service location.
Initially, Suncoast founder Don Jowdy and his wife Christine were introduced to the Highlands area through personal connections with a Tampa-based charitable organization they have long been involved with, Quantum Leap Farm. Founded by Edie Dopking, QLF provides clients with equine-assisted therapy.
Given their deep connections to charitable organizations, Highlands was a natural fit for SEM. As much as possible, they align their service model with their clients’ interests, often being accessible personally where and when clients need them. Many of their Tampa Bay clients have established homes in the Highlands area, and SEM felt it was important to provide a location that would make it easier for them to work with the firm.
Additionally, several SEM team members have visited Highlands for years and have homes locally. The strong ties to the area mean Highlands not only aligns with their commitment to charity and giving but also meets the needs of their clients, making it an ideal location for their new office.
Joining Marci in the Highlands office is Robin Cook, who currently serves the Sanibel/Captiva market and will be overseeing the new Highlands location.
SEM provides tailored financial planning and investment management services. As fiduciaries, their team of financial advisors provides personalized investment advice, ensuring clients achieve their financial goals with confidence and security.
Since its inception, its three equity growth portfolios have beaten market indexes while taking less risk, earning four and five out of five-star rankings from Morningstar. For more information, call (828) 487-8009.
