Angela Helmus-O'Brien

CFP®, CEP®, Founding Partner, Managing Director, Wealth Manager

Angela comes to Steward Partners as a Managing Director, and Founding Partner of Steward Partners. She has over 26 years of experience in the Financial Services Industry and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Estate Planner™.

Angela has previously worked for Morgan Stanley and American Express Financial Advisors (now Ameriprise).

Angela has a strong passion for understanding global market relationships and how those impact client’s comprehensive wealth and income planning strategies. Her vision starts with creating a goal driven retirement plan while implementing active portfolio management for income and wealth preservation. She provides guidance to families on topics such as Asset Allocation, Liability Management, Risk Management and Estate Planning.

Originally from West Texas, she moved with her family to Northern Virginia where her father was an economist on Capitol Hill. Her love of the finance industry was deeply rooted from her father’s example. Angela attended Northern Virginia Community College, George Mason University and the Institute of Integrative Nutrition. Angela is passionate about overall well-being. She has been a Health Coach and lifetime student of wealth and health. She resides in Clearwater Florida and has been a resident since 1989.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP ®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CEP® (CERTIFIED ESTATE PLANNER™) is a trademark registered with the United States Patent and Trademark Office, and solely owned by the National Institute of Certified Estate Planners, Inc. This certification mark is awarded to individuals who successfully complete the NICEP certification requirements and who also comply with annual maintenance requirements.

Phone 727-351-5328
Fax 727-281-8430