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Melissa M Robinson

Advisor at Raymond James Financial — St Petersburg, FL Carillon Parkway

Updated today

Credentials

Series 65, Series 63

Experience

9 years

Location

Saint Petersburg, FL 33716

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,434

Across 2,948 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Melissa Robinson is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at J.W. Cole Advisors and LPL Financial and provides investment advisory services through Flaharty Asset Management, an independent registered investment advisor. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth investors, pension plans, and government entities. The firm provides tailored, typically non-discretionary solutions with a notable focus on municipal and public finance, supported by a broad affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) fees for planning services (specific amounts not clearly stated)

Commissions

Commissions may be charged for product implementation through separate agreements; IARs may also be registered representatives and earn commissions in those capacities

Project-based

Hourly rates generally up to $400 per hour for planning and/or investment consulting services

Other

Fee-only: Hourly fees up to $400 per hour, fixed (flat) fees (amount not specified), or percentage of assets under advisement not to exceed 2.25% annually for investment consulting services

Location

See office

St Petersburg, FL Carillon Parkway

880 Carillon Parkway

St Petersburg FL 33716

Advisors at this office

90

Most active in

Florida

Work history

9 years of industry experience

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2026 - Present • 1 year

St. Petersburg, FL

RAYMOND JAMES FINANCIAL SERVICES, Inc.

2026 - Present • 1 year

Saint Petersburg, FL

UnEMPLOYED

2025 - 2026 • 1 year

Clearwater, FL

Flaharty Asset Management

2024 - 2025 • 1 year

Clearwater, FL

LPL Financial LLC

2024 - 2025 • 1 year

Clearwater, FL

J.W. Cole Advisors, Inc.

2016 - 2024 • 8 years

Tampa, FL

J.W. Cole Financial, INc.

2007 - 2024 • 17 years

Tampa, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Priscilla N

Series 66, Series 7, Series 63, Series 65

St Petersburg, FL

Pmn Financial Associates

Priscilla Nunez is a financial advisor at Integrity Alliance, LLC with seven years of industry experience. She holds the Series 66 designation, (Series 63/65 combined), Series 7, and has worked at Brokers International Financial Services since 2018. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers comprehensive asset management, financial planning, and consulting services using a variety of portfolio management approaches and custodial platforms.

Wealth management Active portfolio management General retirement planning Retirement income strategy Annuities Executive Retired Government Employee Doctor or Medical Professional Educators, Teachers, and Academics HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Approaching retirement Women Professionals
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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