MIDFLORIDA, What a Bank Should Be.

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Meet Our Advisors

Johnny Poole

Program Manager | Vice President
LPL Financial Advisor
(863) 608-3554 | Johnny.Poole@midflorida.com

Johnny Poole is a Vice President and the Program Manager for MIDFLORIDA Member Investment Services. Johnny has worked in financial planning and wealth management since 1997, after a tour in the U.S. Army. He brings to MIDFLORIDA the knowledge he has gained by specializing in different areas of wealth management, along with various managerial skills for successful leadership.

As the Program Manager, he provides consistent motivation to multiple financial advisors, while encouraging them with guidance and training to create a quality team.

Johnny holds a BS in Finance from Jacksonville State University. He is originally from Albertville, Alabama, and currently resides in Bradenton, Florida, with his wife and their three sons.

Financial Philosophy

“At MIDFLORIDA Member Investment Services, our vision is to provide our members with the best financial advice available so that they can build their legacy. Through our affiliation with LPL Financial, LLC, we have access to a variety of investment products and strategies. We are committed to working with our branches to reach as many members as possible, and to help create financial comfort through personalized financial services. It all starts with a conversation with one of our financial professionals, who listens and provides objective strategies. We strive to help you protect your assets and realize your dreams.”

FINRA Securities and Registrations
Licensed Florida and Alabama Insurance Agent W209425
FINRA Securities and Registrations held through LPL Financial—Series 7, 24, 63, 65


Paz Chandra

Senior Vice President
LPL Financial Advisor
(813) 386-4203 | pchandra@midflorida.com

Paz Chandra is a Senior Vice President and LPL Financial Advisor for MIDFLORIDA Member Investment Services. Paz has worked in financial planning and wealth management since 1992, and specializes in helping families with their retirement and estate planning needs.
Paz lives in Dunedin, Florida with her family. She enjoys reading, listening to music, and watching hockey and college football.

Financial Philosophy

“I encourage our members to take the time to meet with an LPL Financial Advisor to learn what MIDFLORIDA Member Investment Services has to offer. By listening to your needs and concerns, I can help create a financial plan that will fit your situation and preferences. Together, we can discover financial choices for you!”

FINRA Securities and Registrations
Licensed Florida and Tennessee Insurance Agent A304335
Registered in FL, GA, SC, TN
FINRA Securities and Registrations held through LPL Financial—Series 6, 7, 63, 66


Bradley Geltzer

Vice President
LPL Financial Advisor
(863) 280-5879 | Bradley.Geltzer@midflorida.com

Bradley Geltzer is a Vice President and LPL Financial Advisor for MIDFLORIDA Member Investment Services. Bradley has worked in financial planning and wealth management since 1992, specializing in retirement and estate planning. Bradley also brings to MIDFLORIDA more than 25 years of experience in the mortgage, financial services and banking industries.

Bradley holds a BA in Economics from Stony Brook University in New York. He lives in central Florida with his family and enjoys sports, traveling, music, reading, playing guitar, and most of all, spending time with family and friends.

Financial Philosophy

“My goal is to provide you with trusted advice, and the highest quality service and products to help you reach your financial goals. I listen and understand your financial situation while maintaining the highest standards and professionalism. I have dedicated my career to helping individuals and families reach their goals and dreams, and appreciate the opportunity to build trusted partnerships with our members.”

FINRA Securities and Registrations
Licensed Florida Insurance Agent A09198
FINRA Securities and Registrations held through LPL Financial—Series 7, 31, 63, 65


Boyd Nicely

Vice President
LPL Financial Advisor
(772) 380-6570 | Boyd.Nicely@midflorida.com

Boyd Nicely is a Vice President and LPL Financial Advisor for MIDFLORIDA Member Investment Services. Boyd has worked in financial planning and wealth management since 1997, and is experienced in helping clients build and manage their investment portfolios. He has a strong insurance background with both life insurance and annuities. Boyd was a member of the prestigious MDRT (Million Dollar Round Table) in 2013-2014 and has held a number of leadership positions throughout his career.

Boyd holds a BS degree from Florida Atlantic University, in Boca Raton, FL. He has been a Florida resident for 30 years, and currently resides in Port St. Lucie with his wife and their three daughters. Boyd likes to spend his free time swimming, boating, snorkeling and kayaking.

Financial Philosophy

“The financial planning process starts with a confidential profile to best understand our members’ unique situations and time horizon. Then, we develop a customized plan of action to help work toward these long-term goals. With regular reviews and follow-up, we can create a strong partnership!”

FINRA Securities and Registrations
Licensed Florida Insurance Agent A191757
FINRA Securities and Registrations held through LPL Financial—Series 7, 31, 63, 65


Terry Wilkins

Vice President
LPL Financial Advisor
(863) 640-6035 | Terry.Wilkins@midflorida.com

Terry Wilkins is a Vice President and LPL Financial Advisor for MIDFLORIDA Member Investment Services. Terry has worked in financial planning and wealth management since 2009. Terry holds an AAS in Mechanical Engineering from Finger Lakes Community College. Terry lives in Winter Haven with his wife of 37 years, and has 2 children and 3 grandchildren.

Financial Philosophy

“What are your financial needs and goals? As your advisor, I will first provide you with the education you need to understand those needs and goals. As a team, we will develop a plan, unique to you, that will provide you with a route to follow toward those goals. We will then meet periodically to review your progress and make any adjustments necessary to keep you on track.”

FINRA Securities and Registrations
Licensed Florida Insurance Agent P228162
FINRA Securities and Registrations held through LPL Financial—Series 7, 66


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA | SIPC. Insurance products offered through LPL Financial or its licensed affiliates. MIDFLORIDA Credit Union and MIDFLORIDA Member Investment Services are not a registered broker/dealer and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL.

   
Not NCUA Insured Not Credit Union Guaranteed May Lose Value

Investment options subject to minimums; see an LPL Financial Advisor for details. For tax advice, please consult a qualified tax professional.

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