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Danyell M

Series 66

St. Petersburg, FL

Raymond James & Associates

Danyell Munassi is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and nine years of industry experience. She has been affiliated with Raymond James since 2016 and is the owner of MarketMeGuru, LLC, a marketing business. Munassi is also a partner in MD Allen, LLC, an entity involved in managing inherited real estate. 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 with a range 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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Michelle E

Series 66

St. Petersburg, FL

Raymond James & Associates

Michelle Evanich is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 21 years of industry experience. She 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, institutional clients, pension plans, and charitable organizations, 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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Joseph W

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Joseph Weaver is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Raymond James and its trust company division since 2011. Weaver is also a member of the Trust and Wealth Management Executive Committee of the Florida Bankers Association. 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 institutional fiduciary services, supported by a nationwide adviser network and a range of portfolio management styles.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Paul Mahfouz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he owns and manages rental property in Wesley Chapel, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning and consulting through various advisory programs with a range of portfolio management styles.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Edvards Repins is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, Morgan Stanley, and Horizon Investments. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with 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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Robert A

Series 66

St. Petersburg, FL

Raymond James & Associates

Robert Atwood is a financial advisor with Raymond James & Associates, holding a Series 66 credential and nine years of industry experience. His career includes multiple roles at Raymond James & Associates, as well as positions at Pershing LLC and American Municipal SEC. 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 non-discretionary investment consulting supported by a 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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Cooper B

Series 66

St. Petersburg, FL

Raymond James & Associates

Cooper Bennett 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 ADP, Benicomp Health Solutions, BlueGrace Logistics, CRG Campfit, the University of Tampa, Martha's Vineyard Regional High School, and Wheel Happy Bicycle Shops. 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 a range of financial planning and investment consulting services with a non-discretionary approach.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Craig Hochman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2002 and also worked at DoorDash from 2022 to 2024. Outside of his advisory role, he assists as an owner of Am Happ LLC, a business operated primarily by his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that rely on tailored, non-discretionary advice supported by comprehensive research and a variety of portfolio management strategies.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Jordan Seravalli is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Thrivent Investment Management and multiple divisions within Raymond James since 2015. Raymond James & Associates is a large, nationally recognized firm managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, advisory consulting, and municipal advisory 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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Christopher S

Series 66

St. Petersburg, FL

Raymond James & Associates

Christopher Spurgeon is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 25 years of industry experience, all of which have been with Raymond James & Associates since 2000. 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 charitable organizations, 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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William C

Series 66

St. Petersburg, FL

Raymond James & Associates

William Cronin IV is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. He previously worked at Morgan Stanley and has been involved in academic roles at Florida Atlantic University and the University of Central Florida. 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, offering financial planning, investment consulting, and municipal advisory services with an emphasis on non-discretionary, client-directed implementation.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Melissa Jaeger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Raymond James and Associates since 1999. 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, 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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Ashley M

Series 66

St. Petersburg, FL

Raymond James & Associates

Ashley Matthews is a financial advisor at Raymond James & Associates with 5 years of industry experience and a Series 66 designation. 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 and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Brieanne Case is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2014 and Raymond James Financial Services since 2015. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

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

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Kaitlyn Frid is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently with Raymond James & Associates and has previously worked at Bank of America, Merrill, and Morgan Stanley. Her background also includes roles outside of finance, such as work with the Sunshine State Economic Development Corporation and the Lou Frey Institute of Politics and Government. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by extensive research and a range of portfolio management options.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Joseph Guinther II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. He has worked at Raymond James & Associates since 2023, following roles at AssuredPartners, Winn-Dixie, and in education at Safety Harbor Middle School and Countryside High School. Raymond James & Associates, Inc. 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, investment consulting, and institutional advisory services with a 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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Korisa P

Series 66

St. Petersburg, FL

Raymond James & Associates

Korisa Petre is a financial advisor at Raymond James & Associates with 13 years of industry experience and holds the Series 66 designation. She has worked at various branches of Raymond James since 2013 and spent two years at CitiGroup prior to her current tenure. Raymond James & Associates, Inc. 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 plans, and charitable organizations, offering financial planning and investment consulting with a range 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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Kacey B

Series 66

St. Petersburg, FL

Raymond James & Associates

Kacey Bell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Kacey worked at Founders Professional, Zelis Payments, and AMS Professional. 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, charitable organizations, 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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Connor M

Series 66

St. Petersburg, FL

Raymond James & Associates

Connor Mc Court is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and previously worked in consulting at Capgemini Invent and financial services roles at Bank of America and Merrill. Outside of his advisory work, he is involved with Next Wave LLC, where he assists high school swimmers in navigating college recruitment and academic planning. 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 municipalities, offering financial planning and consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Alec Bogen is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Northwestern Mutual Investment Services, 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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