Randy Pattison started his financial career by creating a Registered Investment Advisory (RIA) firm, Midwest Capital Management, Inc. to manage wealth for private individuals.  After passing the Series 7 and Series 66 Financial Certification Exam, he became a Generalist and managed funds with his sub-advisors.  He gained expertise in investment strategy for trust fund and portfolio management and soon thereafter seized the opportunity to acquire a State chartered, independent trust company with the responsibility of managing trust as a personal and corporate fiduciary.

Utilizing his expertise from a securities broker perspective, he recognized the need for services in the broker dealer industry and began selling independent trust services to Broker Dealers.  This firm grew from $160 million to $420 million in assets under trust with four offices before Mr. Pattison hired an investment banking firm to sell the trust company to a bank.

Following his entrepreneur spirit, Mr. Pattison went back to his roots and purchased Belleair Wealth Management, LLC a well-established independent Registered Investment Advisory (RIA) firm.  

Mr. Pattison received a Bachelor of Science degree in Management and Marketing from Indiana University.  He attended graduate school and received a Masters of Theology from Trinity College and Seminary.  He has completed several continuing educational classes in financial software, financial securities and trust management.  As well, he passed Series 63, 65 and 7 Financial Certification exams and holds his Health, Life and Long Term Care insurance licenses in the State of Florida.  He also holds a CTFA (Certified Trust & Fiduciary Advisor).

Randy and his wife of over 30 years, Lisa, have four children who all live and thrive in Florida. He also is a avid golfer and outdoorsman.

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Melissa has been in the financial services industry for over 20 years. As an advisor, she is passionate about helping clients define and achieve their personal goals while connecting their finances to them. Her focus is on financial planning and leveraging her expertise to ensure all aspects of her clients’ financial life are organized and executed appropriately. She earned her bachelor’s degree from The University of Tampa. 

Melissa serves as Chair of the Board of Trustees for Great Explorations Children’s Museum in St. Pete. In her free time, she loves being with her husband, Josh, and young daughter, Charlotte. They enjoy time with their families and relaxing at the beach.

James A. Bankes, CPA/PFS is a highly accomplished Registered Advisor at Belleair Wealth Management with extensive experience in the financial services industry.  In his current role, James leverages his background to provide tailored financial planning and investment advice to his clients. He obtained his Bachelor of Arts in Accountancy from Rowan University in 1988 and has acquired multiple licenses, including Series 63, Series 65, and 2-15 License for Florida Life, Health & Variable Annuity Insurance.

With over three decades of experience, James has established himself as a seasoned expert in the field of financial planning. He is also the President of Bankes Planning Associates, an established CPA Firm he founded in 1988.

James has also held key positions in other leading financial institutions, including Raymond James & Associates, where he served as a Registered Investment Advisor/Investment Advisor Representative from 2002 to 2019. Prior to that, he worked as a Personal Financial Manager at Pitcairn Trust Company and as a Certified Public Accountant at Gold Meltzer Plasky & Wise, CPAs.

Since joining Belleair Wealth Management, LLC in 2019, James has continued to deliver exceptional service to his clients with his comprehensive knowledge and expertise in financial planning.

David Kruis is a highly qualified Investment Advisor Representative with a proven track record of success in the financial services industry. He obtained his Bachelor of Arts in Business Administration from Calvin University in 1972 and has since acquired multiple licenses, including Series 7, Series 63, Series 65, and 2-15 License for Florida Life, Health & Variable Annuity Insurance.

David's professional experience spans over several decades including Belleair Wealth Management, where he has served as a Financial Advisor since 2015. He also worked for Palm Investment Strategies, American Wealth Management, and Raymond James Financial Services as a Registered Representative.

David's extensive knowledge, expertise, and dedication to providing exceptional client service make him an invaluable asset to his clients. His commitment to staying current with industry regulations and trends enables him to offer his clients personalized, tailored advice that helps them achieve their financial goals.

Tiffany is highly experienced in the wealth management and financial services industry. With over a decade of experience in relationship and operational management, she brings a wealth of valuable expertise to her role at Belleair Wealth Management.

Before joining Belleair Wealth Management, Tiffany held the position of Senior Client Service Manager at a large Registered Investment Advisor Firm in Clearwater, Florida. In this role, she provided dedicated operational and client support to four financial advisors, managing all aspects of business management, relationship management, and service administration.  Her dedication to client service and her comprehensive understanding of financial operations have helped her excel in her past and current positions.

Tiffany graduated from St. Petersburg College with a Bachelor of Science in Business Management. In her free time, she enjoys traveling in her RV, kayaking, and spending time outdoors.