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Daniel B

Series 66

St Petersburg, FL

Raymond James & Associates

Daniel Bare is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at T. Rowe Price for five years before joining Raymond James in 2018. Outside of his advisory role, he owns a retail arbitrage business on eBay. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing multiple 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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William W

Series 66

St Petersburg, FL

Raymond James & Associates

William Waters is a financial advisor with Raymond James & Associates in St. Petersburg, Florida. He holds the Series 66 designation and has 26 years of experience in the industry, including over 27 years with Raymond James & Associates. Outside of his advisory work, he is a partner in Jobil Properties LLC, where he oversees operations and maintenance activities. 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.

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

Series 66

St Petersburg, FL

Raymond James & Associates

Salvatore Di Natale II is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2023. Prior to that, he was affiliated with Securities America in various capacities and has experience outside finance, including five years at ABC Hardware and Rental. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and consulting through various specialized programs and portfolio management styles.

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

Series 63

St Petersburg, FL

Raymond James & Associates

Jonathon Tuft is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James since 1998 and is also a partner in Jobil Properties LLC, a business he has been involved with since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management options and provides notable municipal advisory services alongside its broader wealth advisory programs.

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

Series 66

St Petersburg, FL

Raymond James & Associates

William Waters II is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he serves as a committee member on several committees at the St. Pete Yacht Club. 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 fiduciary solutions.

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