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Michael D

CFP®, Series 63, Series 65

Newport Beach, CA

Raymond James & Associates

Michael Dicambio is a CFP® with 36 years of experience in the financial services industry. He is currently with Raymond James & Associates and has prior experience at Oppenheimer and J.P. Morgan Securities. 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 client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services with a range 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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Michael R

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Michael Ragsdale is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 1991 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a finance committee member and board secretary for Tampa Lighthouse For the Blind, a nonprofit organization. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

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

Series 63, Series 65

Beaver, PA

Raymond James & Associates

Stephen Kimmel is a financial advisor with Raymond James & Associates based in Beaver, PA. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Prior to joining Raymond James, he worked at Merrill for 19 years. Raymond James & Associates is a 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, non-discretionary consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Plymouth, MI

Raymond James & Associates

Sean Cooney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 1999. 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 financial planning, investment consulting, and institutional fiduciary services.

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

Series 66

Nashville, TN

Raymond James & Associates

Jessie Gallivan is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Deloitte. Outside of finance, she has experience with Pure Barre and has been involved with the Kappa Delta Sorority. 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, and offers tailored financial planning and consulting 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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Kenneth V

Series 63, Series 65

San Francisco, CA

Raymond James & Associates

Kenneth Vercellino is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining Raymond James in 2022, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. for 12 years. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad 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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James W

Series 63, Series 65

Tampa, FL

Raymond James & Associates

James Warren III is a financial advisor with Raymond James & Associates based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as a trustee for two trusts in Tampa, managing related fiduciary duties. 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 tailored financial planning and consulting through various advisory programs and affiliated research resources.

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

Series 63, Series 65

Boston, MA

Raymond James & Associates

Christopher Gallo is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Gallo is based in Boston, MA. 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 client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range 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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Rikki F

Series 66

St. Petersburg, FL

Raymond James & Associates

Rikki Fletcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. She has been with Raymond James & Associates since 2018 following four years spent in full-time education. 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, charitable organizations, and public entities, providing 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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Alexander D

Series 66, Series 63

Melbourne, FL

Raymond James & Associates

Alexander Ducharme is a financial advisor at Raymond James & Associates with 10 years of industry experience. He has held positions at Raymond James since 2018 and previously worked at T. Rowe Price from 2015 to 2018. He holds Series 63 and Series 66 registrations. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing 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 advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Reed Murray is a financial advisor with Raymond James & Associates holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at UBS Financial Services and PwC. Outside of his advisory work, he is co-owner and co-host of a weekly podcast focused on drums and music. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing 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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Michael T

Series 63, Series 66

New York, NY

Raymond James & Associates

Michael Takvorian is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Raymond James & Associates since 2016. 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 clients, pension plans, and charitable organizations, offering financial planning and consulting services with a range 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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Daniel F

Series 66

Loves Park, IL

Raymond James & Associates

Daniel Fetty is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He previously worked at True Value Company before joining Raymond James in 2021. Outside of his advisory role, he serves on the Board of Directors and the Finance/Investment Committee for the United Way of Greater McHenry County. 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 municipalities, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions.

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

Series 63, Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Jason Abeles is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 credentials and 19 years of industry experience. He has worked at Raymond James Bank and Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, providing 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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Edward G

Series 63, Series 66

Boston, MA

Raymond James & Associates

Edward Galvin is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Raymond James since 2016. Galvin is also the President and founder of Westwood Youth Hockey, a nonprofit organization. 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 client base including individuals, institutions, and municipal entities, offering a range of financial planning and consulting services supported by various portfolio management styles and affiliated research.

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

Series 66

Coral Gables, FL

Raymond James & Associates

Rodrigo Sideris is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is a partner in several small business ventures. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide 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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Thomas D

Series 63, Series 65

Tuscaloosa, AL

Raymond James & Associates

Thomas Dedrick is a financial advisor with Raymond James & Associates in Tuscaloosa, AL, holding Series 63 and Series 65 registrations and totaling 42 years of industry experience. He is also a partner at W.D. Logistics, where he oversees administrative operations. 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 and advisory services 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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Jonathan R

Series 66

Oxford, MS

Raymond James & Associates

Jonathan Randolph is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has a background that includes ten years with the PGA Tour. In addition to his advisory role, he is involved with Next Golf Tour, an online golf league played on trackman golf simulators. 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 municipalities, offering financial planning and consulting services through a range 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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Phillip W

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Phillip Watkins is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior positions include roles at Morgan Stanley and E*TRADE Securities. 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, pension plans, 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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James Mark M

Series 63, Series 65

Vero Beach, FL

Raymond James & Associates

James Mark McLaughlin is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding Series 63 and 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as executor for the estates of John and Alice McLaughlin. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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