Brightwater Advisory is a fiduciary that offers appropriate investment counsel and was established by David Maddux and Katie Maddux in 2014 as a Registered Investment Adviser (RIA) with the state of Florida. In 2017, Tampa Asset Management joined our firm and we are now registered with the Securities Exchange Commission (SEC).
David Maddux, CEO and Managing Member
David has helped clients with their investments for 18 years. David oversees the firm's core advisory services and works closely with the Chief Compliance Officer to develop best practices within the implicit fiduciary role that an RIA provides.
He began his career at Morgan Stanley-Smith Barney as an Associate, later joined Wells Fargo Advisors as a Financial Consultant in 1999 and assumed the role of Vice President of Investment Services for Cooper Capital Management in 2006.
David had an early introduction to using and developing quantitatively driven equity strategies and in 2003, began managing a concentrated growth portfolio of common stocks. Over time, he has efficiently integrated other, various value driven styles, as well as constructed multi-asset allocation portfolios for different risk profiles.
David graduated with a B.A. from Davidson College in 1998, while lettering in Division I swimming.
In his free time, he focuses on his growing family and competing in open water swimming events throughout the year.
David is involved in the following local organizations:
- First Presbyterian Church, Tampa – Elder, Prayer Committee, Investment Committee
- Cub Scouts Pack4 Boy Scouts of America
- Tampa Bay United Soccer
Kathleen Maddux, CFO and Member
Katie is responsible for the financial and operational management of the firm. She has served as a Speech-Language Pathologist with a focus on adults. Katie has learned to meet the patient where she is and deliver effective therapy within a highly organized, compliant and technologically modern hospital setting (Tampa General Hospital).
Anyone that knows or meets Katie can appreciate her intuitive manner and client service. These traits along with her abilities to manage and organize around change in a compliant fashion make her a key asset for Brightwater.
Katie graduated with a B.A. from Davidson College in 1998, while lettering in Division I lacrosse and completed an M.S. from University of South Florida in 2004.
In her free time, Katie is focused on her three children and loves spending time with friends and family.
Katie supports the following organizations:
- First Presbyterian Church
- Wilson Middle -- PTSA
- Mitchell Elementary -- PTA
Robert B. Garey, Ph.D, Senior Investment Advisor and CCO
Bob has over thirty years of experience providing investment advice to families and individuals. He began his career in 1984 at Shearson/American Express, joined Smith Barney in 1992 as a Senior Vice President and Senior Portfolio Manager, and in 1999 became a Senior Vice President at Wachovia Securities. In 2008 he founded the independently owned, fee-only investment advisor firm of Tampa Asset Management, which is now a part of Brightwater Advisory.
Bob has a B.S. in mathematics and an M.A. and Ph.D. in political science from the University of South Carolina. After receiving his doctorate, he was a research associate at Oak Ridge Associated Universities in Tennessee. Prior to his graduate studies, Bob was a pilot and captain in the U.S. Marine Corps.
Bob specializes in designing, implementing and managing client portfolios and investment plans that are based on the particular needs of each person or family, not costly financial products or commissions. His goal is to help people live the lives they’ve always wanted.
Misty Hooks, Operations Manager and Client Service Manager
Misty has over fifteen years of experience in the telecommunications and banking industries, and acts as supervisor and administrative manager for all client accounts. She has been an integral member of the Tampa Asset Management team for over seven years, with a sincere commitment to customer service and consistent attention to detail. She has brought that attention to Brightwater Advisory. She and her husband, Donnie, live in the Plant City area, and have three children.
Sam Hestorff, Systems Manager and Client Service Manager
Sam joined the Tampa Asset Management team in 2007. He has a BA in Religious studies from William Jewell College, a Master of Divinity degree from Midwestern Theological Seminary, and a Doctor of Ministry degree from Fuller Theological Seminary. In addition to his work at Brightwater Advisory, he is the pastor of Logos Dei Community Church, and the author of YM2K, Youth Ministry For the Millenial Generation. Sam and his wife Emily have two children.