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Pamela M

Series 66

Fulshear, TX

Raymond James & Associates

Pamela Mc Leod is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 22 years of industry experience. She has been with Raymond James entities since 2007. Outside of her advisory role, she donates plasma at BioLife Plasma Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Omar D

Series 66

St. Petersburg, FL

Raymond James & Associates

Omar De La Rosa is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation with 16 years of industry experience. He has worked at Raymond James & Associates since 2011 and previously spent three years at RJIH. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Shelby B

Series 66

Birmingham, MI

Raymond James & Associates

Shelby Budzeak is a financial advisor with Raymond James & Associates in Birmingham, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Shelby held roles at Thrivent Financial and Thrivent Investment Management. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mason N

Series 66

Muskegon, MI

Raymond James & Associates

Mason Norden is a Series 66-licensed financial advisor with Raymond James & Associates in Muskegon, MI, where he has worked since 2019. He has six years of industry experience and previously held positions at Northern Michigan University, Jimmy John's, and Muskegon Community College. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Fiona W

Series 63, Series 65

Orlando, FL

Raymond James & Associates

Fiona Walker is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 20 years of industry experience. She has worked at Raymond James since 2020 and previously spent a combined 11 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by firm research and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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George S

CFP®, Series 66

El Paso, TX

Raymond James & Associates

George Selters is a CFP® professional with 27 years of experience in the financial industry. He is currently with Raymond James & Associates and has prior experience at Bank of America and Merrill Lynch. Outside of finance, he owns and operates a barbecue catering business in El Paso, Texas. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various programs and provides municipal advisory services alongside a broad range of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew V

CFP®, Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Matthew Vancleve is a CFP® professional with 11 years of experience, currently affiliated with Raymond James & Associates. His prior work includes roles at MassMutual Life Insurance, Guardian Life, and Chartwell Financial/Ashford Advisors. Outside of financial advising, he owns a legal practice, Alliance Law & Counseling, and is a licensed notary public. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stuart J

Series 66

Birmingham, AL

Raymond James & Associates

Stuart Johnson is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously worked at The Title Group, Inc. from 2015 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a focus on tailored, non-discretionary consulting.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James Y

Series 63, Series 65

Murfreesboro, TN

Raymond James & Associates

James Yarbrough is a financial advisor at Raymond James & Associates with 27 years of industry experience. He has been with Raymond James since 2013 and previously worked at St. Rose Of Lima Catholic School for seven years. Yarbrough serves as a director on the board of the Tops'l Beach Manor Condominium Owners' Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John M

Series 63

Austin, TX

Raymond James & Associates

John Martin is a financial advisor with Raymond James & Associates in Austin, TX, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he holds a majority ownership in 3819 Southway LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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David L

Series 66

Rochester, NY

Raymond James & Associates

David Long is a financial advisor with Raymond James & Associates, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he spent 14 years at JPMorgan Chase. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Steven G

Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Gilbert is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 26 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates, Eagle Fund Distributors, Inc., and Carillon Tower Advisers, Inc. since 2006, 2006, and 2008 respectively. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services through a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Julia C

Series 65, Series 63

Kirkland, WA

Raymond James & Associates

Julia Cosse is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Raymond James since 2018 and previously at Cosse International Securities Inc. from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities using tailored, non-discretionary financial planning and investment consulting supported by diverse portfolio management strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Donna C

Series 66

Somers, NY

Raymond James & Associates

Donna Colucci is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she serves as a board member of the Rotary Club of Lake Mahopac. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Luis C

Series 66

Miami, FL

Raymond James & Associates

Luis Campoo is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Citi International Financial Services LLC for eight years before joining Raymond James in 2022. Outside of his advisory role, Campoo is involved as an owner and partner in two businesses, including a 50/50 partnership in Que Estaran Haciendo, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, offering tailored financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kellye P

Series 63, Series 66

Chattanooga, TN

Raymond James & Associates

Kellye Phillips is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher H

Series 63, Series 65

Cranberry Township, PA

Raymond James & Associates

Christopher Hudson is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merrill, Morgan Stanley, and Wells Fargo Clearing. He has been with Raymond James & Associates since 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Geoffrey H

Series 66

Naples, FL

Raymond James & Associates

Geoffrey Hunter is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stephanie D

Series 66

Westfield, IN

Raymond James & Associates

Stephanie Duvall is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and previously worked for Capital Group Companies for eleven years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael Z

Series 63, Series 65

Hallandale Beach, FL

Raymond James & Associates

Michael Zalkind is a financial advisor with Raymond James & Associates in Hallandale Beach, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. Before joining Raymond James in 2026, he worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 12 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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