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Anna V
Series 66
St. Petersburg, FL
Raymond James & Associates
Anna Van Santvoord is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at SunTrust Bank and in various roles including at Families & Children Together (F.A.C.T.). 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 investment consulting primarily through non-discretionary advisory relationships supported by a range of portfolio management styles and firm research.
Scott B
Series 66
St. Petersburg, FL
Raymond James & Associates
Scott Bambach is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2014. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.
Scott C
Series 66
St. Petersburg, FL
Raymond James & Associates
Scott Casimiri is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2010. 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 solutions.
Lorin H
Series 66
St. Petersburg, FL
Raymond James & Associates
Lorin Hamisak is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including UBS Financial Services, Wells Fargo Clearing, and Morgan Stanley. Outside of his advisory role, he is also a CrossFit coach. 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 with tailored, primarily non-discretionary financial planning and consulting, and offers a range of investment management styles supported by research and model manager options.
Daniel H
Series 66
St. Petersburg, FL
Raymond James & Associates
Daniel Herraiz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. His prior career includes roles at Bank of America, Merrill, and entrepreneurial work with Vale Food Company. He is also involved with Live Well by L. 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 municipalities, providing financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model management options.
Timothy B
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Timothy Brady is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at USAA Financial Planning Services and Cruises Inc. He is based in St. Petersburg, Florida. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Stephen L
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Stephen Labate is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at David Lerner Associates, Inc. and Academy Securities. Labate also served in the Army Reserves for 34 years and is involved with the Republican Executive Committee in a political capacity. 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 clientele including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Isaiah S
Series 66
St. Petersburg, FL
Raymond James & Associates
Isaiah Scott is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has held diverse roles in other industries, including a position with One Day Radon Mitigation 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.
Jonathon Y
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Jonathon Young is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for 13 years before joining Raymond James & Associates 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.
Michael G
Series 66
St. Petersburg, FL
Raymond James & Associates
Michael Grande is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Anne P
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Anne Platt is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 36 years of industry experience. She has been with Raymond James & Associates since 2013. 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 specialized municipal advisory services.
Benjamin D
Series 66
St. Petersburg, FL
Raymond James & Associates
Benjamin Davis is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James & Associates since 2018, following three years at Invest Financial Corp. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Nicole W
Series 66
St. Petersburg, FL
Raymond James & Associates
Nicole Wilson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She has been with Raymond James & Associates since 2017 and previously worked at INVEST Financial Corp for one year. Outside of advisory services, she manages a rental real estate property. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Rhonda M
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Rhonda Morcillo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. She previously worked at Morgan Stanley for five years before joining Raymond James in 2018. Outside of her advisory role, she owns Bloom and Branch Co., a business that creates and sells home decor and crafts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, employing various portfolio management styles supported by extensive research and advisory resources.
Louis H
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Louis Horning is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and Fisher Investments, among other positions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a focus on tailored, non-discretionary planning supported by firm research and a wide range of portfolio management options.
Charles S
Series 66
St. Petersburg, FL
Raymond James & Associates
Charles Saylor is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Raymond James & Associates in St. Petersburg, FL, where he has worked in various capacities since 2016. Outside of his advisory role, he also works as an independent contractor involved in training AI systems through data annotation. Raymond James & Associates is a large dual-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, pension plans, and charitable organizations, and provides financial planning, non-discretionary investment consulting, and municipal advisory services.
Douglas A
Series 63, Series 65, Series 66
St. Petersburg, FL
Raymond James & Associates
Douglas Anderson is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He previously worked at Scottrade, Inc. for 18 years before joining Raymond James and its affiliated entities in 2018. 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 investors, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Michael S
Series 66
St. Petersburg, FL
Raymond James & Associates
Michael Saut is a financial advisor with Raymond James & Associates, holding a Series 66 license and bringing 11 years of industry experience. He has been with Raymond James & Associates since 2012. 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.
David W
Series 66
St. Petersburg, FL
Raymond James & Associates
David Warren is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. He has worked at Raymond James since 2020 and previously held positions at Royal Alliance Associates, Signator Investors, and RW Financial Partners. Outside of his advisory work, Warren is a musician and has recorded an album scheduled for release in 2022; he is also a member of the FINRA Continuing Education Content Committee. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients through financial planning, non-discretionary investment consulting, and institutional fiduciary services, with a focus on tailored advice supported by firm research and multiple portfolio management styles.
Sherida F
CFP®, Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Sherida Ferguson is a CFP® with 42 years of industry experience, currently affiliated with Raymond James & Associates in St. Petersburg, FL. She has held roles at several firms, including Ernst & Young Investment Advisers LLP and Principal Financial Services. 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 and pension plans, charitable organizations, and municipal entities—with financial planning and non-discretionary investment consulting supported by proprietary research and a wide range of portfolio management styles.
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