Broker Check

711 East Henderson Avenue
Tampa, FL 33602

GTE Investment Group

(888) 972-5257

 

Meet Our Team

GTE Investment Group believes our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

GTE Investment Group is a team consisting of highly skilled and trained financial service professionals. Our advisors possess in depth knowledge of strategies to help create, maintain, and distribute wealth. All of our Advisors hold the CERTIFIED FINANCIAL PLANNERTM designation. They can specialize a plan for you no matter what your individual needs. Services include:

 

  • Wealth Management • Asset Accumulation •Estate Planning  • Retirement Planning
  • Distribution Planning • Social Security Planning • Wealth Transfer • Estate Planning

 

In addition, GTE Investment Group has two fully licensed Registered Service Assistants to provide support and handle all service matters. They are committed to ensuring that each client experiences excellent service in an efficient manner.

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. We will help you understand exactly where you are, where you are headed, and how to get there.

 

Meet Michael, your local GTE Investment Group Director

“Our clients can expect highly personalized service from our team. We will help you understand exactly where you are, where you are headed, and how to get there.”

Michael began his career in the financial services industry in March of 2000. He credits his career success to taking time to get to know his clients, so he can provide a customized solution based on their needs and goals. Michael holds CERTIFIED FINANCIAL PLANNER™ and Accredited Domestic Partnership AdvisorSM designations.

Born in New York, Michael moved to the Tampa area in 1983. He is a graduate of the University of South Florida, receiving his Bachelors of Science in History. He enjoys spending time at the beach with his two beautiful daughters.

Michael & the GTE Investment Group are here to help you!

In today’s economy, a lot of unpredictable things can happen. If you experience a career change, loss of a job or a loss of income, the GTE Investment Group is a resource you can count on. Michael Bruno is the Director of the GTE Investment Group and is ready to assist you with any of your Retirement/Investment needs, including:

 

  • Retirement Planning
  • 401K Rollovers
  • Pension Plan options
  • IRAs
  • Income Planning
  • Life Insurance
  • Estate Planning

To schedule a no cost, no obligation financial consultation with Michael Bruno, call 813.414.6105 or email him at [email protected].

 

Meet Tony, your local GTE Investment Group Advisor 

"My goal is to help our members make informed, educated decisions with regards to their investments and financial planning.”

Tony’s career in the investments industry began in 1987. He has withstood the fluctuations in the economy and financial markets using sound financial advice and guidance. Tony develops a plan of action based upon his clients' individual needs and goals. Tony has been supporting GTE Financial members since 2002 and holds a CERTIFIED FINANCIAL PLANNER™ certification.

A graduate of Towson State University near Baltimore, Tony relocated to the Tampa Bay area in 1991. He enjoys travelling, cruising and running with his wife Sue, as well as playing golf and fishing with his son, T.J.

Tony & the GTE Investment Group are here to help you!

In today’s economy, a lot of unpredictable things can happen. If you experience a career change, loss of a job or a loss of income, the GTE Investment Group is a resource you can count on. Tony Kowalski is your local GTE Investment Group Financial Advisor and is ready to assist you with any of your Retirement/Investment needs, including:

 

  • Retirement Planning
  • 401K Rollovers
  • Pension Plan options
  • IRAs
  • Income Planning
  • Life Insurance
  • Estate Planning

To schedule a no cost, no obligation financial consultation with Tony Kowalski, call 813.414.6783 or email him at [email protected] and someone follow up with you.

 

Meet Joe, your local GTE Investment Group Advisor

“My commitment is to provide a superior level of customer service by listening and addressing the specific needs, concerns and goals of each client.” – Joseph Dellutri

Joe began his career in the financial services industry in December of 2000. He credits his career success to developing and implementing long term buy and hold strategies that are tailored to a client’s needs and goals. Believing one is never too old to learn, Joe has furthered his financial acumen by achieving the Certified Financial Planner™, Chartered Life Underwriter, and Chartered Financial Consultant designations.

Born in New Jersey, Joe moved to the Tampa area in 1985.  He is a graduate of The University of Tampa, receiving his Bachelors of Science in Finance and Economics. He is a father of three, and a proud grandfather as well. He enjoys golfing and going to Disney with his wife Yvonne and the family.

Joe & the GTE Investment Group are here to help you!

In today’s economy, a lot of unpredictable things can happen. If you experience a career change, loss of a job or a loss of income, the GTE Investment Group is a resource you can count on. Joe Dellutri is your local GTE Investment Group Financial Advisor and is ready to assist you with any of your Retirement/Investment needs, including:

 

  • Retirement Planning
  • 401K Rollovers
  • Pension Plan options
  • IRAs
  • Income Planning
  • Life Insurance
  • Estate Planning

To schedule a no cost, no obligation financial consultation with Joe Dellutri, call 813.414.6118 or email him at [email protected].

 

Meet Jorge, your local GTE Investment Group Advisor 

"Financial Planning for every person and their every need”—that’s the motto that Jorge follows. An advisor who has your best interests at heart; who believes that the most important part in the financial planning process is developing a high level of mutual trust.

Working directly with clients as a financial planner for many years, Jorge developed a passion to empower all of his clients to live prosperous and secure lives. With nearly 10 years of experience in the financial services industry, Jorge is dedicated to educating individuals on topics such as personal finance, self-improvement, and the importance of financial literacy. In fact, Jorge is a CERTIFIED FINANCIAL PLANNER™ Practitioner and also holds the Chartered Financial Consultant® designation, with the commitment to financial lifelong learning.

Born and raised in Cuba, Jorge moved to the Tampa area in 1998. He is a proud graduate from the University of South Florida, receiving a Bachelor’s of Science in Finance degree and Leadership Certification. He enjoys traveling, supporting the local arts, and a well-balanced healthy lifestyle with his family.

Jorge & the GTE Investment Group are here to help you!

In today’s economy, a lot of unpredictable things can happen. If you experience a career change, loss of a job or a loss of income, the GTE Investment Group is a resource you can count on. Jorge Soriano is your local GTE Investment Group Financial Advisor and is ready to assist you with any of your Retirement/Investment needs, including:

 

  • Retirement Planning
  • 401K Rollovers
  • Pension Plan options
  • IRAs
  • Income Planning
  • Life Insurance
  • Estate Planning

To schedule a no cost, no obligation financial consultation with Jorge Soriano, call 813.414.6115 or email him at [email protected] and someone follow up with you.

 

Lauren Pepe

Registered Sales Assistant

813.414.6119

813.414.8119

Lauren began her career in the investments industry in 2007. She worked at T. Rowe Price as a Retirement Specialist for 7 years and has worked with GTE Investment Group as a Registered Sales Assistant since 2014

Lauren grew up in Massachusetts and relocated to Tampa in 2002 where she went on to graduate from University of Tampa. She enjoys travelling, dining out all around Tampa Bay, and going to the beach.

Lauren & the GTE Investment Group are here to help you!

Michelle Tolmoff

Registered Sales Assistant

813.414.6152

813.414.8635

Michelle has worked in Investment Services for 14 years. She earned her Master’s degree in Business Administration in 2008. In 2014 she relocated to Florida from Connecticut and has been with GTE ever since. Michelle is fully registered so can help assist with almost anything you might need to service your investment accounts or questions.

Throughout her career in Investment Services Michelle has worked for Webster Bank as a Registered Sales Assistant, Northwestern Mutual as an Associate Wealth Management Advisor, Merrill Lynch as a Financial Advisor, and Infinex Investments as an Operations Manager and Client Services Team Leader. In her spare time Michelle enjoys family fun days and traveling with her husband and two boys.

Michelle & the GTE Investment Group are here to help you!