David Scott Silver, CFP®
Wealth Management Advisor


Instrumental Wealth

My Team

At Instrumental Wealth, we are a growing team of knowledgeable professionals that are dedicated to serving our clients and their holistic financial planning needs.

 
Angela K Ruiz

Angela K Ruiz

Director of Operations
Office 813-426-1005

Angela Ruiz serves as the Director of Operations for David S. Silver & Associates and has worked with David since 2013. Prior to joining the team she worked within the Human Resources field, concentrating on training and development for over seven years.  She is a graduate of St. Petersburg College with a BS in Business Administration with a focus in Accounting.

Please contact Angela if you have any questions regarding your accounts or if you would like to schedule a meeting with David.

 
Blake Watson Price

Blake Watson Price, CFP®

Associate Wealth Management Advisor
Office 813-426-1094

Blake Price graduated Magna Cum Laude from Millsaps College in 2014 with a Bachelor of Business Administration degree in Finance. During his time at Millsaps, Blake was a Founding Father of the Kappa Sigma Fraternity and played four years of college football, where he was a part of two SAA Conference Championship seasons. He was also inducted into Beta Gamma Sigma, the top international honor society for business schools designed to honor students who have placed in the top 10% of their class.

Blake went on to complete his Masters of Business Administration at the Else School of Management after being selected as the 2014 recipient of the prestigious Allison Coggin Lee Memorial Endowed Scholarship. This is the largest scholarship the program offers and is awarded to one student every year based on exceptional aptitude for graduate business study, involvement in college and community activities, and GMAT scores. While completing his Master’s degree, Blake worked as a business analyst for ELSEWorks Entrepreneurial Initiative where he assisted start-up companies and established businesses through financial analysis, market research, and business operations planning in order to increase organizational efficiency.

After completing his MBA, Blake spent several years working for a private trust company where his main focus centered around helping clients create stability and predictability in their lives by creating sound life/wealth plans designed to properly allocate an individual’s financial resources towards the attainment of their life’s goals.

 

Audrey Maginsky

Associate Financial Representative
Office 813-875-2005

Audrey Maginsky is the Service Advisor with David Silver & Associates. She joined David Silver in 2018 following nineteen years with Northwestern Mutual, where she managed as the Director of Operations in Albany and New York City office. She holds her Life and Health Licenses and is an Associate Financial Representative with Northwestern Mutual.

As the Service Advisor, she works with the clients to walk them through the application and underwriting process, opens all new accounts and provides daily hands-on service to clients, offering timely, creative solutions to meet their needs.

 
Angelina Leonetti

Angelina Leonetti

Chief Marketing Officer

Angie started her career with David S. Silver & Associates in 2015. She is an innovative marketing communications executive with 15+ years of expansive, proven experience in all aspects of corporate marketing including branding, customer relations, creative team leadership, advertising and media relations. She is responsible for utilizing strategic marketing and media strategies. She is the co-chair of the community action committee in which she spearheads fundraising and awareness for Alex's Lemonade Stand Foundation as well as local organizations that support pediatric cancer families. She resides on the Corporate Advisory Council for Johns Hopkins All Children's Hospital and is involved in a number of other local non-profit organization in Tampa Bay. In her spare time, Angie loves to travel, attend sporting events and spend quality time with friends and family.

 
Kevin Folliet

Kevin Folliet

Centralized Financial Security Associate

Kevin joined David S Silver & Associates in November 2016. Kevin has two years of financial services experience, and first served as a registered financial representative before joining the team. He holds his Series 7, Series 63 and Florida 2-15 (Life & Health) Licenses. Kevin has a Bachelor’s degree in Economics from the Sorbonne University of Paris, France, and a Master’s Degree in Business Management from NEOMA Business School of Reims, France.

 
Matthew Harbert

Matthew Harbert, CFA®

Director of Investment Services

Matthew joined David S Silver & Associates in 2015 as the Director of Financial Security Support. With 18 years of industry experience, Matt has a B.S. in Finance from the University of South Florida and is a CFA Charterholder. Matt holds his Series 7 & Series 66 licenses as well as a Florida 2-15 (Life & Health) License. Prior to joining Northwestern Mutual, Matthew was the Director of Research for CapTrustAdvisors where he was in charge of investment selection, investment due diligence and maintaining the firm’s model portfolios.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck