Broker Check

Our Team

Julio Muniz*, Certified Financial Planner™, CLU®

(813) 258-0033

(813) 258-1702

[email protected]iates.com

A graduate of Jesuit High School, Emory University (BA), and Georgia State University (MBA), Julio is a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter who has been in the financial services business for over 30 years.

Julio has been the President of The Economic Club of Tampa, DACCO, Inc., The Agents Advisory Council to the Penn Mutual Life Insurance Co., and Palma Ceia Golf and Country Club. He currently serves as a trustee for the City of Tampa Employees Pension Board and the Presidents Cabinet of Jesuit High School. He enjoys playing golf, riding in convertibles, and watching sporting events with his family.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Kim Fults*

(813) 258-0033

(813) 258-1702

[email protected]

Kim has been with Muniz and Associates for over 20 years and has been an integral part of making it what it is today. Her organizational skills, attention to detail, and caring personality have won over many longtime clients.

Kim holds several insurance licenses as well as her Series 6, 7, and 63 securities licenses. When she's not cheering on the Tampa Bay Rays, she is frequently found playing racquetball with her husband, planning the next visit to see her daughter at Georgia Tech or volunteering at her church.

Michael Muniz*

(813) 258-0033

(813) 258-1702

[email protected]

Michael is a graduate of Davidson College where he played football and baseball. After college, he received a Masters degree in Global Leadership from Fuller in Los Angeles and worked as the General Manager of the non-profit organization Generosity Water. In its first 4 years, the organization raised enough money to fund over 400 clean water projects in developing countries. He moved back to Tampa in 2012 to join his father in the business. Michael is licensed for insurance and securities and is currently studying for his CFP. Michael loves playing sports, watching sunsets, and spending time with his wife Noelle.

Nancy Dugas

(813) 258-0033

(813) 258-1702

[email protected]

Nancy is a graduate from Hillsborough High School where she was valedictorian of her class. She went on to receive her Bachelor's degree from Point Loma Nazarene University in San Diego where she worked as a medical administrative assistant. After college, she moved back to Tampa, married her college sweetheart, and worked as the front office administrator at a large Staffing Firm. Nancy enjoys playing tennis and spending time with her husband Phil.

Peyton Poole

(813) 258-0033

(813) 258-1702

[email protected]

Peyton is a graduate of Chamberlain High School, and the University of South Florida, where she earned her Bachelor of Arts degree in Communication Sciences and Disorders. While studying at USF, Peyton was a member of the Herd of Thunder Marching Band for four years, and during her final year she served on the leadership team. After graduation, Peyton worked with various companies before finding her perfect fit at Muniz and Associates.

 

Peyton’s organization, compassion, and overall friendly attitude ensure a welcoming environment for incoming clients when they enter the building. When she is not at work, Peyton is cheering on the Tampa Bay Lightning. She enjoys taking vacations, spending time with her family and friends, kayaking, and attending country concerts.