Clarity for the life you’ve built
on Florida’s Gulf Coast
Independent, fiduciary-first wealth management for the families and retirees of St. Petersburg — guidance measured in decades, not transactions.
The strength of a national network, delivered with the attention of a local practice.
A local fiduciary practice, backed by national strength
Amerilife St. Petersburg is the financial advisory division of Amerilife, serving Tampa Bay families with retirement income planning, investment management, and legacy strategies.
We built this practice on a simple belief: financial advice should be held to a fiduciary standard — legally and personally bound to your interests, without exception. No proprietary products to push. No sales quotas. Just guidance that fits the life you’ve built.
Meet Your AdvisorsComprehensive guidance for every season
Every plan begins with understanding where you are — and where you intend to go.
Retirement Income Planning
Turning a lifetime of savings into dependable, tax-aware income designed to last as long as you do.
Learn moreInvestment Management
Disciplined, diversified portfolios built around your goals, your timeline, and your comfort with risk.
Learn moreEstate & Legacy Strategy
Coordinating the transfer of what you’ve built — efficiently, intentionally, and with care for those who follow.
Learn moreTax-Efficient Planning
Strategies that consider the full picture — because what you keep matters as much as what you earn.
Learn moreInsurance & Risk Review
Independent assessment of the coverage protecting your family, your income, and your long-term plan.
Learn moreSocial Security Timing
Modeling claiming strategies so you make one of retirement’s biggest decisions with confidence.
Learn moreAdvice you can hold to a higher standard
Not every financial professional is required to put you first. We are — and we wouldn’t have it any other way.
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Your interests, legally first
As fiduciaries, we are bound — not just encouraged — to recommend what is right for you.
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Transparent, fee-based structure
Clear compensation you can understand, with no hidden commissions steering the advice.
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Independent, open architecture
No proprietary products. We recommend from the full market, chosen to fit your plan.
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A relationship, not a transaction
We measure success in decades and generations — not in quarters or trades.
Familiar faces, fiduciary commitment
Two advisors, deeply rooted in the Tampa Bay community, accountable to you directly.
Richard Brown
[Placeholder bio — full copy to come.] Background, focus areas, and credentials for Richard to be added as we develop content together.
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Jonathan Norton
[Placeholder bio — full copy to come.] Background, focus areas, and credentials for Jonathan to be added as we develop content together.
Read full bio →Perspective worth keeping
Plain-spoken guidance on the decisions that shape financial confidence.
The Three-Bucket Approach to Retirement Income
How segmenting your assets by time horizon can steady both your income and your nerves.
Read articleRoth Conversions: Timing Is Everything
Why the years between retirement and RMDs may be a planning window worth using.
Read articleStaying Invested When Headlines Get Loud
A fiduciary’s perspective on volatility, discipline, and the cost of reacting.
Read article