Meet Our Team
Meet Our Team
At Success Wealth Management, our Mission is to make a significant impact on our clients’ financial lives through education, communication, and service that exceeds their expectations
Jorge is the President of Success Wealth Management, a Financial Planning & Wealth Management firm in Tampa. Due to his experience, education, and genuine care for each of his clients, Success Wealth Management grew 100% through referrals
Anisha Lonon
Administrative Assistant
Hi, I'm Anisha.I'm the Administrative Assistant at Success Wealth Management. If you have scheduled a meeting with our office, received paperwork from us, or needed something tracked down, there is a good chance I was the one behind it...
Daniel Pappas has worked in financial services since 1998 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2004. He works with individuals and families on financial planning and wealth management.Daniel takes a holistic...
Tracey Vanasco
Client Relationship Manager
Hi, I'm Tracey!I manage client relationships here at Success Wealth Management, which basically means I'm the person who makes sure you feel seen, valued, and genuinely taken care of when you’re working with us.I'm a Tampa-based...