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Kevin W
Series 66
St. Petersburg, FL
Raymond James & Associates
Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.
Abner C
Series 66
St. Petersburg, FL
Raymond James & Associates
Abner Cordova is a financial advisor at Raymond James & Associates with a Series 66 credential and approximately one year of industry experience. Prior to joining Raymond James, he has held roles at a university fitness center and teaching positions at the University of Alabama and Bob Jones High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and institutional consulting services to a broad client base including individuals, pension plans, corporations, and public entities, utilizing a non-discretionary approach with integrated custody and affiliated sub-adviser networks.
Cory R
Series 66
St. Petersburg, FL
Raymond James & Associates
Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.
Kyle K
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual. Outside of finance, he has experience in the hospitality industry, having worked at several steakhouse establishments. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with capabilities in institutional consulting and municipal public finance.
Travis C
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Travis Collum is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at IHT Wealth Management LLC and LPL Financial. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary advisory relationships and institutional consulting.
My E
CFP®, Series 63
St. Petersburg, FL
Raymond James & Associates
My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member of the nonprofit Gulf Coast JFCS. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients, offering both non-discretionary advisory and institutional fiduciary solutions.
Roberto A
Series 66
St. Petersburg, FL
Raymond James & Associates
Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, with notable capabilities in public finance and municipal services.
Andrew C
Series 66
St. Petersburg, FL
Raymond James & Associates
Andrew Coughlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.
Patricia B
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Patricia Balezentis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Citigroup Global Markets, Salomon Smith Barney Inc., and TIAA-CREF prior to joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.
Xianwei C
Series 66
St. Petersburg, FL
Raymond James & Associates
Xianwei Cheng is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having five years of industry experience. Cheng has been with Raymond James & Associates since 2016. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary advisory relationships and institutional consulting services.
Chrisonda M
Series 66
St. Petersburg, FL
Raymond James & Associates
Chrisonda McDonald is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 24 years of industry experience. She has been with Raymond James in various capacities since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.
Jad K
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Jad Khoury is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, Khoury is involved as a partner in real estate investment activities, including ownership in rental properties and serving as an authorized representative for a real estate investment company. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.
Jake S
Series 66
St. Petersburg, FL
Raymond James & Associates
Jake Szymanski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Raymond James and has experience in the hospitality sector, including positions at Melting Pot of Buffalo and Route 78 Street Bar. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and government entities. The firm provides non‑discretionary wealth advisory planning and investment consulting through comprehensive analysis and recommendations, supported by an extensive affiliate network and active involvement in municipal and public finance.
Tanner H
CFP®
St. Petersburg, FL
Raymond James & Associates
Tanner Helsel is a CFP® certificant with four years of industry experience, currently serving at Raymond James & Associates in St. Petersburg, FL. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Associated Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering services primarily on a non-discretionary basis with access to extensive affiliate resources and public finance capabilities.
Rikki F
Series 66
St. Petersburg, FL
Raymond James & Associates
Rikki Fletcher is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. She has been with Raymond James since 2018 following four years in full-time education. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.
Reed M
Series 66
St. Petersburg, FL
Raymond James & Associates
Reed Murray is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 10 years of industry experience. His career includes positions at UBS Financial Services and PwC prior to joining Raymond James in 2017. Outside of his advisory role, he co-owns and co-hosts a weekly podcast focused on drums and music. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary advisory programs, and maintains capabilities in public finance and institutional consulting.
Jason A
Series 63, Series 65, Series 66
St. Petersburg, FL
Raymond James & Associates
Jason Abeles is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Raymond James Bank and Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.
Phillip W
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Phillip Watkins is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James & Associates in 2024, he worked at Morgan Stanley and E*TRADE. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm provides wealth advisory planning and investment consulting through its Wealth Advisory Services Program, offering non-discretionary advice and maintaining notable capabilities in municipal and public finance.
Mark A
Series 66
St. Petersburg, FL
Raymond James & Associates
Mark Abbott is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial, Inc. since 2004 and Raymond James & Associates since 2003. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and also delivers institutional consulting and municipal finance services.
Trevor B
CFP®, Series 66
St. Petersburg, FL
Raymond James & Associates
Trevor Bennett is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He has previously worked at Intervest International Equities Corp, Fisher Investments, Bank of America, Merrill, and AXA Advisors. Outside of his advisory role, he is co-CEO of TradeWorks AI, a business focused on product development, management, marketing, and sales. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and institutional consulting, with a notable presence in public finance and municipal work.
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