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Brian R

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Brian Rowley is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his financial advisory role, he serves as a soccer referee for Largo United and the Pinellas Soccer Officials Association. 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 charitable organizations, 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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Tobin H

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Tobin Hom is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 1993. Outside of his advisory role, he serves as co-trustee on a family trust. 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 including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Kimberly Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory role, Briggs serves as a director and committee member for the YMCA of the Suncoast, contributing to their philanthropy, endowment, and prayer breakfast committees. 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 charitable organizations, 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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Christine C

Series 63

Clearwater, FL

Raymond James & Associates

Christine Cavell is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 63 designation and 32 years of industry experience. She has worked at Raymond James & Associates since 2005 and previously spent 11 years at UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing various portfolio management styles and affiliated research.

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

CFP®, Series 66

Clearwater, FL

Raymond James & Associates

Kelly Kipnis is a CFP® with 25 years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2024, Kipnis worked at Hartford Funds Management Company and Wells Fargo Funds Management. 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 clients, and municipal entities, delivering tailored financial planning and consulting 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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Christine H

Series 66

Clearwater, FL

Raymond James & Associates

Christine Hannon is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Advisors and held various positions in the hospitality sector, including roles at Crescent Oaks Golf Club, Innisbrook Golf & Spa Resort, and Sandpearl Resort. 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, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

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

Series 66

Clearwater, FL

Raymond James & Associates

Viktoria Zitzmann is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years. Outside of her advisory role, she teaches yoga and meditation classes as an independent contractor at Bella Pra?a Wellness Collective. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting 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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Madison F

Series 66

Clearwater, FL

Raymond James & Associates

Madison Frank is a Series 66-licensed financial advisor with Raymond James & Associates in Clearwater, FL. Madison has no prior industry experience but has held various roles outside finance, including involvement with the Black Crow Coffee Company and previous positions in education. 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 tailored financial planning and consulting services that are generally non-discretionary, 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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Gary C

Series 63, Series 66

Clearwater, FL

Raymond James & Associates

Gary Coughlin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Raymond James since 2017 and previously spent five years with Guckenheimer. 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, investment consulting, and institutional fiduciary services through 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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Jeffrey C

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Jeffrey Clemmons is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His work history includes roles at Wells Fargo Clearing and Prudential Equity Group, 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 municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research support.

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

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Philip La Freniere is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Oracle Cerner and several other firms. Outside of finance, he was involved with Coach Piper LLC, a swimming-related business. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 66

Clearwater, FL

Raymond James & Associates

Casey Rease is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. 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 municipal advisory services.

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

Series 66

Clearwater, FL

Raymond James & Associates

Paul Mittman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and ABM Health Care Services. Before entering finance, he spent over two decades in education. 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 investors, and municipal entities, and offers 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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Paul J

Series 66

Clearwater, FL

Raymond James & Associates

Paul Jessie is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. His background includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research, along with non-financial positions at Smoothie King, the University of North Florida Fitness Center, and Publix Supermarkets. 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 through tailored financial planning and consulting, offering 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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Justin G

CFP®, Series 66

Clearwater, FL

Raymond James & Associates

Justin Granit is a CFP® professional with five years of industry experience, currently advising at Raymond James & Associates since 2020. Prior to joining Raymond James, he worked for four years at WTSP, Tegna Broadcasting. 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 clients, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.

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

Series 63, Series 65

Clearwater, FL

Raymond James & Associates

Dennis Briggs is a financial advisor with Raymond James & Associates in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Raymond James & Associates since 1996. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model manager options.

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