Studdard Financial keeps an office in Sarasota, Florida. Byron Studdard, CFP®, meets with clients here by appointment for retirement planning, investment management and comprehensive financial planning.
2100 Constitution Blvd #147
Sarasota, FL 34231
By appointment only
Meetings are by appointment. Here’s where you’ll be sitting.
Our office at 2100 Constitution Blvd, Sarasota, FL
Conference room — Sarasota, FL
Byron Studdard, CFP®, provides the same fee-only fiduciary advice from both offices and works with clients across the country.
Build a personalized retirement strategy designed to help you pursue financial independence while protecting your future.
Customized investment portfolios aligned with your goals, risk tolerance, and long-term financial objectives.
Receive comprehensive financial guidance to help you make informed decisions at every stage of life.
Protect, grow, and manage your wealth through customized financial strategies tailored to your unique needs.
Develop a thoughtful estate strategy designed to help preserve your legacy and provide peace of mind for future generations.
Implement tax-efficient financial strategies designed to help maximize savings and support long-term financial success.
Byron Studdard has been a licensed financial advisor since 1993 and a CFP® professional since 1997.
CFP Board of Standards · July 21, 1997 · certificant no. 058413
Jacksonville State University · Jacksonville, AL · April 1991
Memphis, TN · December 15–17, 1998
Recognitions and directory listings received across Byron Studdard’s career, each shown with the organization that issued it, the office it relates to, and the year.
Byron began his career with IDS Financial Services and American Express Financial Advisors in Memphis, Tennessee, where the Mercury Award, the Outstanding Performance recognition and both Advanced Advisor Group appointments were earned. He founded Studdard Financial, LLC in 2003 and has since worked from offices in Germantown, Tennessee and Sarasota, Florida — the periods the later listings and community awards relate to.
The Best Businesses · Studdard Financial · Germantown, TN · 2026
Sarasota Award Program · Studdard Financial · Sarasota, FL · 2013
Consumers’ Research Council of America · Byron L. Studdard · Sarasota, FL · 2010 edition
Consumers’ Research Council of America · Byron L. Studdard · Germantown, TN · 2005–2006 edition
American Express Financial Advisors · Memphis, TN · January 2000
American Express Financial Advisors · Memphis, TN · June 1998
American Express Financial Advisors · Memphis, TN · 1994
IDS Financial Services Inc. · Memphis, TN · 1993
Each item above is shown with the organization that issued it and the year it was issued. The Advanced Advisor Group, Outstanding Performance and Mercury Award recognitions were issued by Byron Studdard’s prior employer and pre-date the founding of Studdard Financial, LLC in 2003. Ratings, awards and directory listings are not indicative of future performance, do not guarantee any particular result, and are not a recommendation. They should not be the sole basis for selecting an investment adviser. Criteria and any fees associated with a listing are available on request.
Studdard Financial does not take custody of client assets. Accounts are held at Charles Schwab & Co., Inc., an independent, unaffiliated broker-dealer and custodian. You receive statements directly from Schwab and can view your accounts there at any time.
Charles Schwab & Co., Inc. is not affiliated with Studdard Financial, LLC and does not endorse, recommend or review the firm or the advice it provides.
Byron has written as a contributor for ABC News on retirement, investing, mortgages and personal finance.
By Byron L. Studdard, CFP® · August 4, 2017
By Byron L. Studdard, CFP® · August 9, 2016
By Byron L. Studdard, CFP® · December 1, 2015
By Byron L. Studdard, CFP® · April 15, 2015
By Byron L. Studdard, CFP® · January 27, 2015
By Byron L. Studdard, CFP® · November 3, 2014
Principle Office — 1922 Exeter Rd, Suite 23, Germantown, TN 38138. By appointment only.
Appointments at the Sarasota, FL office are arranged in advance. Call (800) 989-3806 or send a message and Byron will be in touch.
Studdard Financial, LLC conducts investment-advisory business only in states where it is properly registered, has made any required notice filings, or qualifies for an applicable exemption or exclusion from registration. This page is not a solicitation in any jurisdiction where Studdard Financial, LLC is not authorized to conduct business.
