EDC Investor Categories: Insurance

SGP Advisors

Shea Guercio Partners (formally known as SGP Advisors) is an independently owned and operated insurance brokerage with roots tracing back to 1995, when founder Vern Barclay, left a successful career in law firm administration to start the firm. In the early years of SGP Advisors our focus was strictly on lawyer’s professional liability insurance in Florida.

Over the years through strong organic growth and strategic acquisitions, the firm has grown to meet the needs of its clients in the following areas: Professional Liability, Employment Practices Liability, Cyber/Network Security Liability, Property/Casualty Insurance, Group Employee Benefits, Key Man Life Insurance, Individual Disability Insurance and Representation and Warranties Coverage. Additionally, our value-added proposition includes a vast offering of services to include, in-house capacity to conduct risk management audits, claims counseling and advice, policy analysis and a wide range of additional resources that address the everyday issues that arise in your business.

Presently, SGP Advisors proudly serves a wide array of professional service organizations beyond its original law firm niche. Some of these concentrations include Architects & Engineers, Accountants, Physicians, Allied Health Professionals, Real Estate and Title Agents, and many more.
Today, SGP Advisors is a multi-office specialist with a national clientele across all 50 states. Our firm principals have over 60+ years of industry experience. Its unique expertise has placed SGP Advisors in the top tier of insurance brokerages across the United States who dedicate themselves to the professional service industry.




Michael P. Shea

Mike P. Shea is a native of Tampa and a graduate of Florida State University with a Bachelor’s Degree in Finance. After a brief career in the banking industry, Mike accepted an advisor position at SGP Advisors.  At that time, SGP Advisors consisted of two partners and no employees operating only in Florida.  Mike became responsible for the firm’s geographic expansion and quickly grew the client base nationally.  Today, Mike is President/CEO of SGP Advisors, which maintains two offices, 20+ employees and clients in 42 states.  Mike is an advisory board member of the Downtown Tampa YMCA, services on the executive council of the Florida State University Risk Management and Insurance Council.  Mike resides in Tampa with his wife Leila Pallardy Shea and their two young boys, Reilly and Braden.

Michael P. Shea
President

USAA

 

 

The USAA family of companies provides insurance, banking, investments, retirement products, and advice to over 12 million current and former members of the U.S. military and their families. Known for its legendary commitment to its members, USAA is consistently recognized for outstanding service, employee well-being and financial strength. USAA membership is open to all who are serving our nation in the U.S. military or have received a discharge type of Honorable – and their eligible family members. Founded in 1922, USAA is headquartered in San Antonio.




Keith O’Malley

Keith O’Malley is the Regional Site Director for USAA’s offices in Tampa, Florida.  Keith’s primary area of responsibility is serving as the Chief of Staff to the Regional Vice President.  He also works to strengthen USAA’s brand and reputation in the community, promote a safe work environment and enhance campus operations through strong leadership, communication, and integration.

 

Keith has nearly 30 years of experience in the financial services industry, with all but three of those years with USAA. Throughout his career, he has held a variety of leadership positions and has lived in several cities across the USA to include Virginia Beach, VA, Phoenix, AZ and Tampa, FL.

 

Keith is a graduate of Old Dominion University with a B.A. in Business (Economics) and is a proud Navy brat.  He is an active member of the community and enjoys volunteering his time.  Keith enjoys spending time with his wife Lisa and their four children.

Keith O’Malley
Regional Site Director

Florida Blue

 

 

Florida Blue is a leader in Florida’s health industry. Since 1944, their members have counted on them to continuously develop better solutions that promote more affordable health care across the state. Florida Blue’s mission to help people and communities achieve better health is central to all that they do. Helping people in their pursuit of health reflects Florida Blue’s commitment to ensuring affordable plans, providing personal support for health and wellness, and building strong communities that enable health and wellness for all. Florida Blue has approximately 4 million health care members and serves 15.5 million people in 16 states through its affiliated companies. Florida Blue is a nonprofit, policyholder-owned, tax-paying mutual company. Headquartered in Jacksonville, Fla., it is an independent licensee of the Blue Cross and Blue Shield Association, an association of independent Blue Cross and Blue Shield companies.




David Pizzo

David Pizzo is Florida Blue’s Market President, West Florida Region, overseeing operations in Hillsborough, Pinellas, Pasco, Hernando, Sarasota, Manatee, Lee and other western counties south to Collier. Prior to this role, Pizzo served as Florida Blue’s Vice President of advertising, brand management and market communications since 1997. Prior to joining Florida Blue, Pizzo served as Senior Vice President for Commonhealth, the world’s largest health care marketing communications firm. In addition to being involved with the Tampa Hillsborough Economic Development Corporation and serving as Chairman in 2013, he currently works with the following organizations in various capacities: Tampa Bay Partnership Council of Governors, MacDill AFB Honorary Commander, The Greater Tampa Chamber of Commerce, St. Petersburg Chamber of Commerce, CEO Council of Tampa Bay, Museum of Science and Industry, United Way Suncoast, American Cancer Society and the Eckerd College President’s Associates. Pizzo holds a bachelor’s in pharmacy from Rutgers University and a master’s in marketing and international business from NYU’s Stern Business School.

David Pizzo
Market President, West Florida Region