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Bruno P
Series 63, Series 65
Orlando, FL
Raymond James & Associates
Bruno Perez is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Outside of his advisory role, Perez owns JB Oak Barrel LLC, a business specializing in the production and sale of handcrafted home goods and housewares. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by firm research, model managers, and municipal advisory services.
Edward W
Series 65, Series 66
Orlando, FL
Raymond James & Associates
Edward Winokur is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Raymond James in 2026, he worked at Oppenheimer & Co. for eight years and Ameriprise Financial Services for eight 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, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
Alan P
Series 63
Orlando, FL
Raymond James & Associates
Alan Patten is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James & Associates since 1993 and holds a Series 63 designation. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Richard S
Series 63, Series 65
Orlando, FL
Raymond James & Associates
Richard Sane is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill for 28 years prior to joining Raymond James in 2016. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and charitable organizations. Raymond James offers financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.
Michael P
Series 63, Series 66
Orlando, FL
Raymond James & Associates
Michael Pickard is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. His prior work includes positions at LPL Financial, Charles Schwab, and AXA Advisors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting through various programs, employing a range of portfolio management styles supported by in-house research and an extensive affiliate network.
Fiona W
Series 63, Series 65
Orlando, FL
Raymond James & Associates
Fiona Walker is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following four years at Wells Fargo Clearing. 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 financial planning and investment consulting with a primarily non-discretionary approach.
Allen B
Series 63
Orlando, FL
Raymond James & Associates
Allen Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL. He holds a Series 63 designation and has 38 years of industry experience, including 18 years with Raymond James. Outside of his advisory role, he serves as Vice President and founder of a local nonprofit aviation chapter. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers tailored financial planning and consulting with a range of portfolio management styles, supported by extensive research and specialized advisory services.
Scott M
Series 63, Series 65
Orlando, FL
Raymond James & Associates
Scott Mahnken is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2003. 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, non-discretionary investment consulting, and institutional fiduciary services.
Marcos C
Series 63, Series 65
Orlando, FL
Raymond James & Associates
Marcos Cigagna is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Wells Fargo Clearing, Banc of America Investment Services, and UBS Financial Services. Outside of his advisory role, he is a silent partner in several businesses owned by his wife, including a women's apparel line and an Amazon FBA online retail shop. 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 financial planning and consulting through various programs, emphasizing non-discretionary advisory relationships with tailored portfolio management options.
Matthew B
Series 63
Orlando, FL
Raymond James & Associates
Matthew Brinckerhoff is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 25 years of industry experience. He has worked at Raymond James since 2008 and previously spent six years at A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with roughly $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.
Lydia W
Series 66
Orlando, FL
Raymond James & Associates
Lydia Woodruff is a financial advisor at Raymond James & Associates in Orlando, FL, holding a Series 66 designation with 18 years of industry experience. She has worked at Raymond James & Associates since 2007. Outside of her advisory role, she serves in an unpaid capacity with the Secluded Oaks Home Owners Association, where she records meeting notes and maintains resident contact information. 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, non-discretionary investment consulting, and municipal advisory services supported by a broad range of portfolio management options and affiliated research.
Timothy T
Series 66
Orlando, FL
Raymond James & Associates
Timothy Tracey is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. 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 charitable organizations, offering financial planning and investment consulting through various programs and drawing on multiple portfolio management styles and affiliated research.
Noel B
Series 66
Orlando, FL
Raymond James & Associates
Noel Brewer is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Wells Fargo. Brewer is based in Orlando, FL. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and other entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.
Kristin L
Series 66
Orlando, FL
Raymond James & Associates
Kristin Lane is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 13 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2010 to 2019 before joining Raymond James in 2019. 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, investment consulting, and municipal advisory services.
Karrie V
Series 66
Orlando, FL
Raymond James & Associates
Karrie Verduin is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2012. 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, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Keith D
Series 63, Series 65
Orlando, FL
Raymond James & Associates
Keith Davis is a financial advisor at Raymond James & Associates with 33 years of industry experience. He has been with Raymond James since 2004 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he acts as a power of attorney for a family member in health-related matters. 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 consulting services primarily through non-discretionary relationships.
David B
Series 63
Orlando, FL
Raymond James & Associates
David Brinckerhoff is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James since 2008. Outside of his advisory role, he serves as Youth Services Chair for the Rotary Club of Lake Buena Vista, organizing community service projects involving youths. 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 diverse portfolio management strategies and affiliated research.
Kirsty L
Series 63, Series 65
Orlando, FL
Raymond James & Associates
Kirsty Leeson Walker is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes prior roles at Merrill Lynch and Bank of America. Outside of her advisory work, she owns a vacation property garage rental business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles, proprietary research, and municipal advisory services.
Harrison W
Series 66
Orlando, FL
Raymond James & Associates
Harrison Watkins is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Jackson Wealth Management and Bank of New York Mellon. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.
Sandra M
CFP®, Series 63, Series 65
Orlando, FL
Raymond James & Associates
Sandra Martin is a CFP® professional with 38 years of experience in the financial industry. She has been with Raymond James & Associates since 2017 and previously worked at Merrill for 11 years. Based in Orlando, FL, she holds Series 63 and Series 65 licenses. 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 through various programs and an extensive affiliate network.
Gregory V
CFP®, ChFC®, Series 63, Series 65
Orlando, FL
Raymond James & Associates
Gregory Vandergrift is a financial advisor with Raymond James & Associates in Orlando, FL. He holds the CFP® and ChFC® designations and has 37 years of industry experience. Prior to joining Raymond James in 2019, he spent nine years at Ameriprise Financial Services. Outside of his advisory role, he co-owns College Park Investments, LLC, a business managing single-family rental properties in Orlando with his wife. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipalities. The firm offers non-discretionary financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and municipal advisory services.
Chris B
Series 63, Series 66
Orlando, FL
Raymond James & Associates
Chris Barfield is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include tenures at Bank of America and Merrill Lynch. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutional investors, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and supported by extensive research and affiliated sub-advisers.
Marjorie B
Series 66
Orlando, FL
Raymond James & Associates
Marjorie Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 22 years before joining Raymond James in 2016. Outside of her advisory role, she serves as a co-leader for a Girl Scout Cadette troop and is actively involved as the Band Booster President at Millennium Middle School. 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 non-discretionary financial planning and consulting supported by a range of portfolio management styles and research resources.
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