Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ilona B
Series 63, Series 65
Naples, FL
Raymond James & Associates
Ilona Box is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Raymond James & Associates since 1997. Outside of her advisory role, she is a co-owner of Roaring Dusk Investments - Business Lane LLC, a commercial real estate investment. 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 tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Manuel B
Series 66
Naples, FL
Raymond James & Associates
Manuel Benitez is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2025, he worked at Bank of America and Merrill from 2017 to 2025 and spent a year with the Children's Home Society of Florida. Outside of his advisory role, he is the CEO of Driven Athletics, a business providing online personal training programs. 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 through a range of portfolio management styles and affiliated research.
David R
Series 66
Naples, FL
Raymond James & Associates
David Ray is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation. He has prior experience at Wollman Gehrke and Associates P.A. and served in various legal and governmental roles, including at the University of Toledo College of Law, the State Attorney Office for the 20th district of Florida, and the Ohio Senate. 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, non-discretionary investment consulting, and institutional fiduciary solutions.
Paul T
Series 66
Naples, FL
Raymond James & Associates
Paul Tedeschi is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves on the events committee and Young Friends Board of the Ronald McDonald House of Southern New Jersey and participates in Cycle for Survival, raising funds and awareness for ovarian cancer research. 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 a range of financial planning and advisory services supported by research and multiple portfolio management strategies.
David D
Series 63, Series 65
Naples, FL
Raymond James & Associates
David Donabedian is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2016. 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 tailored financial planning and consulting services alongside a range of portfolio management strategies and municipal advisory services.
Joel G
Series 66
Naples, FL
Raymond James & Associates
Joel Gravina Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, Gravina is involved in managing real estate investments and serves on the finance and investment committee for Covenant Church of Naples. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supporting clients with a range of portfolio management styles and affiliated research resources.
Kevin W
CFP®, Series 63, Series 65
Naples, FL
Raymond James & Associates
Kevin Walker is a CFP® with 37 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Walker serves on the Board of Directors and Finance Committee for Neighborhood Health Clinic, Inc., a private foundation providing healthcare services to low-income, uninsured workers in Collier County, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.
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.
Pamela M
CFP®, Series 66
Naples, FL
Raymond James & Associates
Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 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 individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.
Shannon H
CFP®, Series 66
Naples, FL
Raymond James & Associates
Shannon Holland is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James & Associates. She has worked at Raymond James & Associates since 2013 and has also been involved with Collier County Public Schools since 2017. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a range of portfolio management styles and emphasizes non-discretionary planning and consulting relationships.
Daniel H
Series 66
Naples, FL
Raymond James & Associates
Daniel Hawley is a financial advisor with Raymond James & Associates in Naples, FL. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Hodges University for several years and was a partner and owner of a business sourcing and selling products via Amazon. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 services.
Nancy G
Series 66
Naples, FL
Raymond James & Associates
Nancy Gillespie is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James since 2022, following 13 years at Morgan Stanley and two years at Citigroup Global Markets. 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 wide range of portfolio management styles and affiliated research.
Seth T
Series 66
Naples, FL
Raymond James & Associates
Seth Townsend is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Michal S
Series 63, Series 65
Naples, FL
Raymond James & Associates
Michal Szittai is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. 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 services.
Pasquale E
Series 63, Series 65
Naples, FL
Raymond James & Associates
Pasquale Evangelista is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he volunteers as a baseball coach at Bishop Verot Catholic High School. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a variety of portfolio management options supported by research and affiliated advisers.
Gregory F
Series 63, Series 65
Naples, FL
Raymond James & Associates
Gregory Fieger is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves as vice president and treasurer of the Villas of Wilshire Lakes Homeowners Association, a nonprofit organization in Naples, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services with a range of portfolio management styles and in-house research.
Kyle C
Series 63, Series 65
Naples, FL
Raymond James & Associates
Kyle Christianson is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer for Empowerment Farms, a nonprofit organization where he oversees financial bylaws, budgeting, and economic efficiency measures. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting with a range of portfolio management styles, municipal advisory services, and a comprehensive affiliate network.
Renee R
Series 66
Naples, FL
Raymond James & Associates
Renee Ramtahal is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at firms including Truist Advisory Services, Truist Investment Services, BB&T Securities, and NEST. Renee is based in Naples, FL. 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 through tailored financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a variety of portfolio management styles.
Miles P
Series 63, Series 65
Naples, FL
Raymond James & Associates
Miles Pure is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. 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, and offers various financial planning and consulting services with a focus on non-discretionary advice supported by firm research and multiple portfolio management styles.
Seth K
Series 66
Naples, FL
Raymond James & Associates
Seth Kuhn is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2015. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide advisory force.
Michael D
Series 63, Series 65
Naples, FL
Raymond James & Associates
Michael Davis is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill for 10 years each before joining Raymond James in 2025. 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 offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
John P
Series 63, Series 66
Naples, FL
Raymond James & Associates
John Patat is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he co-owns Patat Properties LLC with his wife. Raymond James & Associates 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 customized financial planning and consulting services through a range of portfolio management styles and affiliated research resources.
Adam E
Series 66
Naples, FL
Raymond James & Associates
Adam English is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Bank of America, N.A. since 2009 and previously at Merrill from 2007 to 2021. 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 and investment consulting supported by a wide range of portfolio management styles and affiliated research.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters