Archives: Advisor Teams

Advisor Team

Alex Papadopoulos has been providing financial and wealth management advice to his clients since 1999. He provides individuals, families, and small businesses with guidance and education in all areas of wealth management, including retirement planning, portfolio construction, risk management, and wealth-transfer needs. He earned the designation of Chartered Retirement Plans Specialist™ from the College of Financial Planning and is one of the senior wealth advisors at IHT Wealth Management.

Alex’s investment philosophy begins with the central belief that his clients’ unique goals and objectives are the starting point for a road map to pursuing their life goals. He also specializes in creating socially responsible investment portfolios.  Most recently he received the new designation of CSRIC® or Chartered SRI Counselor. The CSRIC professional designation is a groundbreaking certification in the fast-growing field of sustainable, responsible and impact investing (SRI).Â

What is the benefit of working with an advisor that has the CSRIC designation?  A CSRIC™Â designee can design the optimal financial portfolio for clients while focusing specifically on environmental, social, and governance (ESG) factors and SRI principles.

 In alignment with client preferences, varying levels of social screening can be added to portfolios so that investments are made in accordance with both financial goals and personal values.

CRPS conferred by College for Financial Planning

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Chris Davidson serves as Senior Vice President for IHT Wealth Management, overseeing management of client assets while engaging professionals and business owners in growing and protecting wealth. Chris’ experience allows him to adhere to a disciplined process that delivers a highly customized wealth management experience.

In March of 2017, Chris joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning Magazine, June 1996-2018 based on total revenue) to bring even more resources and capabilities to his clients. At LPL, Chris acts as a fiduciary on his clients’ behalf, and serves as both a CERTIFIED FINANICAL PLANNER™ Practitioner and a Chartered Retirement Planning Counselor® for his clients.

Chris takes time to gain knowledge of what each of his clients value most, Chris is able to help establish clear objectives, develop appropriate strategies, recommend solutions, and coordinate with his clients’ other professional advisors to bring a truly comprehensive approach to financial planning. Chris conducts regular reviews to monitor clients’ progress toward their goals and ensure consistency with any changes that may take place in their lives or their business.

Chris earned his Bachelors of Science in Finance from the University of South Florida in 2007. Chris then began his career at Ameriprise Financial, one of the nation’s leading financial planning firms. During his time at Ameriprise, Chris helped hundreds of individuals, families, and entrepreneurs achieve their goals in addition to earning many of Ameriprise’s top accolades. Chris also spent several years in leadership and was recognized as one of the top 10 branch managers in May 2016 by On Wall St. Magazine.

Chris is an avid golfer, having won and placed top 3 in several Florida State Golf Association one-day tournaments throughout Florida. Chris lives in Tampa, FL with his wife Sasha and two sons, Bryce and Dax.

QUALIFICATIONS/LICENSE INFORMATION:

  • CFP™ CERTIFIED FINANCIAL PLANNER PRACTITIONER
  • CRPC™ Chartered Retirement Planning Counselor
  • Finra Series 7 General Securities License
  • Finra Series 66 Investment Advisor Representative
  • Finra Series 24 General Securities Principal
  • FL 2-15 Life, Health, & Variable annuity Insurance License

CRPC conferred by the College for Financial Planning.

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

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Ryan joined the IHT team as a Financial Planning Assistant focused on strengthening the client experience. He graduated from the University of South Florida with his Bachelor’s of Science in Personal Financial Planning in December of 2019.

He currently holds his Securities Industries Essentials and the Florida 2-15 Life, Health, and Variable Annuity Agent License. He is now looking to obtain his Series 7 General Securities Representative and Series 66 Uniform Combined State Law examinations to pursue his goal of becoming a Financial Advisor. While in college, Ryan also completed all the necessary coursework to sit for the Certified Financial Planner Examination, which he hopes to obtain in the near future.

Ryan was born and raised in Fort Lauderdale, FL before moving to Tampa, FL in 2006.

When Ryan is not in the office or studying, he enjoys fishing the flats, spending time with family, and playing football with friends.

Timothy Feldheim believes that helping clients pursue their financial goals can be achieved by listening passionately to help them prioritize their needs and aspirations, and then implementing a comprehensive wealth management strategy comprised of financial planning and customized portfolio management.

As a financial advisor at IHT Wealth Management Tim serves a select group of individuals and families by providing valuable advice and counsel that brings them financial confidence. Whether the outcome is building wealth, deriving income during retirement or preserving or passing along a legacy. Tim is committed to helping clients navigate these challenges to make financial independence a reality.

With 42 years of industry experience, he has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that empowers them to pursue their goals. Prior to becoming a financial advisor in 2004, he spent 22 years on the floor of the Chicago Board of Trade operating a successful commodities brokerage firm.

When Tim is not working with clients, he spends time with his family, including his wife Katie and his six children. He also spends time coaching high school football at Loyola Academy and enjoys a wide variety of sports including, golf, biking, swimming and staying active through general fitness. Tim volunteers his time at Elyssa’s Mission, a foundation based on suicide prevention among young at-risk students, and has previously served on their board.

Timothy Feldheim believes that helping clients pursue their financial goals can be achieved by listening passionately to help them prioritize their needs and aspirations, and then implementing a comprehensive wealth management strategy comprised of financial planning and customized portfolio management.

As a financial advisor at IHT Wealth Management Tim serves a select group of individuals and families by providing valuable advice and counsel that brings them financial confidence. Whether the outcome is building wealth, deriving income during retirement or preserving or passing along a legacy. Tim is committed to helping clients navigate these challenges to make financial independence a reality.

With 42 years of industry experience, he has experienced both challenging and rewarding market cycles and offers clients a seasoned perspective that empowers them to pursue their goals. Prior to becoming a financial advisor in 2004, he spent 22 years on the floor of the Chicago Board of Trade operating a successful commodities brokerage firm.

When Tim is not working with clients, he spends time with his family, including his wife Katie and his six children. He also spends time coaching high school football at Loyola Academy and enjoys a wide variety of sports including, golf, biking, swimming and staying active through general fitness. Tim volunteers his time at Elyssa’s Mission, a foundation based on suicide prevention among young at-risk students, and has previously served on their board.

Ed has worked in financial services since earning his B.S.B.A. from Valparaiso University in 2004. As a designated Chartered Retirement Planning Counselor CRPC®, Ed’s main focus is helping individuals and families with all phases of retirement planning (wealth accumulation, income distribution, and estate planning.)

Ed follows a disciplined investment process for each of his clients. Your initial consultation begins with the most important step: listening to what’s most important to YOU and helping identify your investment goals and objectives. Next, he will develop a customized strategy based on your risk tolerance, time horizon, and liquidity needs. Once your strategy has been implemented, he will regularly review your progress to ensure your strategy remains on track. Ed’s passion is helping his clients turn their financial dreams into reality.

Matt Zivick started working with Bank of America/Merrill Lynch in 2007 and had over 20 years of overall customer service management experience before joining IHT Wealth Management. As the first point of contact for the team, he creates a seamless onboarding experience for new clients; and is also primarily responsible for portfolio construction and execution, cash management, trading, and all levels of compliance and document processing. Matt has a BA from Michigan State University and advanced his education by obtaining a finance MBA from Loyola University in Chicago.