Our Team

A major determining factor in your ability to work toward your goals, is getting the proper advice.

With industry accreditation and years of collective investment experience, our proficient team of investment professionals work together to address the distinct goals of each client.

You might recognize some of our principals from their high profile work and engagement with the St. Augustine community. Our agency is well known for its local involvement through memberships, board appointments and volunteer opportunities and for giving back to the community through a number of civic and philanthropic endeavors. In fact, over the years, we’ve had on staff at ThompsonBaker two mayors, multiple Flagler Hospital trustees, Rotary and Kiwanis presidents, Boy Scout leaders and Chamber of Commerce board members.

Alan Bratic, CFP®

President
abratic@lpl.com

partners_alanEducation: Flagler College, B.A., Finance & Economics, 1997, Florida State University, CERTIFIED FINANCIAL PLANNER certification, 2003

Prior to joining ThompsonBaker in 2000 as a Financial Advisor and Manager of the Financial Services department, Alan worked for Banc of America Investment Services. He has over 19 years of experience and holds his securities Series 7, 24, 63, and 65 registrations and is licensed with the State of Florida Department of Insurance to transact health and life insurance. Alan is originally from Croatia and is married to Erin and has 3 children.

Professional & Community Involvement:

Member, Million Dollar Roundtable
President, Flagler College Athletic Boosters
Past-President, St. Augustine Kiwanis Club

Alan Bratic, CFP®

President
abratic@lpl.com

partners_alan
Education: Flagler College, B.A., Finance & Economics, 1997, Florida State University, CERTIFIED FINANCIAL PLANNER certification, 2003

Prior to joining ThompsonBaker in 2000 as a Financial Advisor and Manager of the Financial Services department, Alan worked for Banc of America Investment Services. He has over 19 years of experience and holds his securities Series 7, 24, 63, and 65 registrations and is licensed with the State of Florida Department of Insurance to transact health and life insurance. Alan is originally from Croatia and is married to Erin and has 3 children.

Professional & Community Involvement:

Member, Million Dollar Roundtable
President, Flagler College Athletic Boosters
Past-President, St. Augustine Kiwanis Club

Teresa Marcarelli

Financial Services Account Manager
teresa.marcarelli@lpl.com

Education: Eastern Connecticut State University, B.S., Communication

Teresa joined ThompsonBaker in 2019. She holds her 215 Life, Health, and Annuities license with the State of Florida Department of Financial Services. Teresa is a new resident of Florida and enjoys going to the beach, traveling, and spending time with family and friends.

Teresa Marcarelli

Financial Services Account Manager
teresa.marcarelli@lpl.com


Education: Eastern Connecticut State University, B.S., Communication

Teresa joined ThompsonBaker in 2019. She holds her 215 Life, Health, and Annuities license with the State of Florida Department of Financial Services. Teresa is a new resident of Florida and enjoys going to the beach, traveling, and spending time with family and friends.

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