About Us

PROVIDING FIDUCIARY SERVICES TO THE

Tampa Bay Area And Beyond

Founded in 2020, Jeffrey McDonald created GreenBridge out of a need for a more “independent” business model. Ultimately, GreenBridge is beholden to our clients first. This means we aren’t restricted to certain products and providers, but instead, we have the freedom to invest in what’s best for you.

STOP BY FOR A VISIT

Our team of professionals has relevant experience in just about every aspect of a complete financial plan. Stop by our office, or reach out through phone or email, to receive a complimentary review of your plan. There are many good plans out there… we strive to create great ones!

Working Hours:

  • Monday: 8AM-5PM
  • Tuesday: 8AM-5PM
  • Wednesday: 8AM-5PM
  • Thursday: 8AM-5PM
  • Friday: 8AM-5PM
  • Saturday: Closed
  • Sunday: Closed

Team Member

Our Team

Jeffrey McDonald
Logan Bennis
Paul Dobler
Dante Campos
Lisa Postoskie-Sodaro
Jeff’s Dog, Louis