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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 bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of finance, he owns JB Oak Barrel LLC, a business focused on 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, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, 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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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.

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

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

Series 63, Series 65

Orlando, FL

Raymond James & Associates

Richard Sane is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. He previously worked at Merrill for 28 years and Bank of America for 7 years before joining Raymond James in 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, 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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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.

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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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.

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

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

Series 63, Series 65

Orlando, FL

Raymond James & Associates

Marcos Cigagna is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, 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, non-discretionary investment consulting, and municipal advisory services through a comprehensive adviser network.

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

Series 63

Orlando, FL

Raymond James & Associates

Matthew Brinckerhoff is a financial advisor at Raymond James & Associates with 24 years of industry experience. He has been with Raymond James & Associates since 2008. He holds a Series 63 designation and is based in Orlando, FL. Raymond James & Associates 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, institutional clients, and charitable organizations, 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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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.

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

Series 63, Series 65

Orlando, FL

Raymond James & Associates

John Pinkley is a financial advisor with Raymond James & Associates in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2002. 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, pension plans, 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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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.

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

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

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

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

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

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

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

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

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

Series 63, Series 66

Orlando, FL

Raymond James & Associates

Chris Barfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He previously worked at Bank of America and Merrill, with overlapping tenures spanning from 2006 to 2023. 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, offering financial planning, investment consulting, and municipal advisory services through a nationwide adviser network.

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

Series 66

Orlando, FL

Raymond James & Associates

Marjorie Brown is a financial advisor with Raymond James & Associates in Orlando, FL, holding a Series 66 designation and bringing 31 years of industry experience. She worked at Merrill for 27 years before joining Raymond James in 2016. Outside of her advisory role, Brown is actively involved as a co-leader of a Girl Scout Cadette troop and serves as the band booster president at Millennium Middle School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $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 institutional fiduciary solutions.

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