Your wealth. For generations.

Create your legacy for those who matter

Petika Wealth Management

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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The Petika Wealth Management Group Podcasts

Discussion of relevant topics in today's market environment as well as interviews with local business leaders.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John T. Petika, Sr.

    John T. Petika, Sr.

    Senior Vice President–Wealth Management

    Financial Advisor

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    John began his career in the financial industry by joining UBS (formerly PaineWebber) in 1988.  As a Financial Advisor and a key member of the Petika Wealth Management Group, he works closely with clients to craft and provide high-touch and custom wealth preservation and estate planning strategies. In 2010, John was named to the prestigious UBS Directors Council.  He is also a member of the Clearwater Lions Club and a past president.  John coached Little League and high school baseball for over 25 years.  He also enjoys hunting, fishing, and gardening. John and his wife Linda have three children: John Jr., DeeAnn, and James.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

        18167 US 19 North
        Harbourside Building
        Clearwater, FL 33764
      • John Patrick Petika

        John P. Petika

        Senior Vice President–Wealth Management

        Certified Exit Planning Advisor

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        Since joining Petika Wealth Management in 2010, John has served a diverse group of successful individuals, families, and entrepreneurs who are often focused on the demands of their busy lives and need to be able to trust someone with helping them manage and protect their wealth.

        John is a leader in his community, and he generously volunteers his time to causes that make a difference in the lives of others in the Clearwater area.  He is a member of the Rotary Club of Clearwater and is a member of the Board. Healso previously served as the President of the Clearwater Lions Club.  Additionally, John was named 2011 Man of the Year by the Leukemia and Lymphoma Society and remains in a leadership role at L.L.S.

        An outgoing person with a winning attitude, John enjoys a variety of sports, including fishing, golfing, college football, and hunting.  However, he is an avid baseball coach and fan.  He played as a member of winning baseball teams from grade school through his college career as team captain at Division-1 Florida International University, and he shares his knowledge and love of the game as a coach for the Clearwater Central Catholic High School baseball team.  In addition to baseball, he was also a linebacker for the high school team and broke the record for total season tackles for the school his senior year.

        Unique Accomplishments

        - Played for the World Championship Palm Harbor Team in the 2001 Senior Little League World Series, defeating Venezuela in the finals

        - Won the 2002 State Championship at Clearwater Central Catholic High School

        - Competed in the 2000 Junior Little Leage World Series and placed third, losing to Canada

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is awarded annually between June and September and is based on information from March of the prior year to March of the award year. 
        • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

          • Certified Exit Planning Advisor
          18167 US 19 North
          Harbourside Building
          Clearwater, FL 33764
        • Frank M. Massotto, Sr.

          Frank M. Massotto, Sr.

          Account Vice President

          Financial Advisor

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          • AL
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          Frank has garnered more than 40 years of financial services experience and began his career at UBS over 35 years ago.  Currently, Frank is an Account Vice President.  He and his partner, John Petika, and their support staff work closely with the clients to craft and provide custom wealth preservation and estate planning strategies.  Frank is able to leverage his experience, the firm's global resources and third-party experts in tax, law, and estate planning to help accomplish clients' financial goals.  Frank's investment approach is based on the philosophy that investors will potentially do better over time by earning a steady rate of return, rather than trying to time the market.  He holds series 7, 63, and 65 securities licenses, as well as Florida life insurance and variable annuities licenses.

          Frank has lived in Dunedin, FL with his wife, Gina, since 1972.  He is the father of three children and has six grandchildren.  Frank is very active in the community. He sits on the Board of Directors for the Dunedin Chamber of Commerce, is a trustee for St. Vincent De Paul Soup Kitchen, is a member of the Morton Plant Mease Hospital Campaign for Mease Dunedin Hospital, and is a former trustee for the Long Center Foundation.  He has also served as a trustee for the United Way of Pinellas County.  In his free time, Frank enjoys salt water fishing.  Frank received a B.A. in biology / business from Bloomfield College in Bloomfield, NJ, and attended graduate school at Louisiana State University in Baton Rouge, LA.

                18167 US 19 North
                Harbourside Building
                Clearwater, FL 33764
              • James Sonny Petika

                James S. Petika

                Financial Advisor

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                • AL
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                • GA
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                • IA
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                • MD
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                • MO
                • NC
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                James joined the Petika Wealth Management team in 2019 after serving in the risk management industry for several years and focuses on serving a diverse group of entrepreneurs as well as successful individuals and their families. He is a graduate from Eckerd College in St. Petersburg, Florida where he earned his B.A. degree in Business Management. While attending Eckerd, James also served as the team captain for the baseball team. 

                      18167 US 19 North
                      Harbourside Building
                      Clearwater, FL 33764
                    • Pamela Claire Dils

                      Pamela C. Dils

                      Associate Director

                      Wealth Management Associate

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                      • FL

                      Pam has been working in the financial services sector since 1986 and holds 9 securities and insurance licenses.  She joined UBS in 1997 after serving as Compliance Manager of several mutual fund and financial services companies.  At UBS, Pam has been an Operations Manager for 10 years and is currently a Wealth Management Associate. Pam's primary role is to serve as a Relationship Manager, coordinating excellent and proficient client service. Pam is active in the fight against cancer and, for several years, has participated in a 3-day, 60 mile cancer walk to help raise awareness for the cause. 

                            18167 US 19 North
                            Harbourside Building
                            Clearwater, FL 33764
                          • Derek's Headshot

                            Derek Smith

                            Client Associate

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                            • FL

                            Derek joined the Petika Wealth Management team in 2021 as a Registered Client Service Associate. He has worked in the financial services industry across the Tampa Bay area since 2013.

                            Derek is originally from the Sarasota area and graduated from Florida Gulf Coast University in 2011 with a Bachelor’s degree in Finance. Derek is a CERTIFIED FINANCIAL PLANNER ™ practitioner and was awarded the Chartered Life Underwriter designation from the American College of Financial Services as a specialist in risk management and estate planning. He continues to expand his knowledge in taxation and investment analysis.

                            On the weekends, Derek can be found spending time with his family which includes his wife Kali, their dog Kiki, and their horse, Fiona. He also enjoys fishing, golf, and many other outdoor activities. 

                                  18167 US 19 North
                                  Harbourside Building
                                  Clearwater, FL 33764

                                A focus on personalized access and service

                                Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                                Legacy Planning

                                Business transition and succession planning

                                Business transition and succession planning

                                Prepared for opportunity, protected during volatility

                                Live your dream

                                Making the most of your retirement accounts

                                You've worked hard and carefully invested to ensure that you'll live life on your terms in retirement, but how can you be sure it will be the same retirement you had always envisioned?

                                High net worth investors are concerned today about having enough to retire. But, with guidance to address your concerns and a sound plan, you can feel more confident in your plans to retire.

                                Our webinar discusses some important retirement planning issues facing investors today.

                                Watch our webinar

                                Backed by the strength of UBS

                                A global leader in wealth management

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                                Global private bank services, 2016-2022
                                Euromoney Private Banking and Wealth Management Survey, 2022

                                #1

                                Global Equity Research 

                                Institutional Investor, 2021 Global Rankings

                                Financial strength

                                Driving confidence.
                                Aa3 (stable) Moody’s
                                A+ (stable) Standard & Poor’s

                                UBS AG, long-term senior secured debt rating. As of 11/23/2021