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Matthew L

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Matthew Lascari is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with Raymond James since 2017 and previously was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Raymond James & Associates, Inc. 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 services for a diverse client base including individuals, pension plans, corporations, and government entities, with noted capabilities in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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George B

Series 63, Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

George Banks is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. He has worked with Raymond James Financial and Scottrade, Inc. prior to his current tenure at Raymond James & Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning, investment consulting, and institutional services through a range of programs and research-supported recommendations.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Daniel K

Series 66

St. Petersburg, FL

Raymond James & Associates

Daniel Kemler is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2007. 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 also offers institutional consulting and emphasizes public finance and municipal services alongside its retail advisory offerings.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Patrick O

Series 66

St. Petersburg, FL

Raymond James & Associates

Patrick O'Connor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001 and also serves as a director and member of the executive committee of Junior Achievement, a nonprofit organization, where he is involved in overseeing the charity’s activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and employing over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, emphasizing a non-discretionary, client-directed approach supported by a broad affiliate network and municipal finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jeremy J

Series 66

St. Petersburg, FL

Raymond James & Associates

Jeremy Jones is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Valic Financial Advisors. Jones is based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, supported by extensive research and an affiliate network that includes banking, trust, and insurance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Seth B

Series 66

St. Petersburg, FL

Raymond James & Associates

Seth Bolno is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he assists with organizing business records and financial transactions for his wife’s personal training business. 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 provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by extensive affiliate resources and specialized municipal finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Keith R

Series 66

St. Petersburg, FL

Raymond James & Associates

Keith Rust is a financial advisor with Raymond James & Associates in St. Petersburg, Florida. He holds a Series 66 designation and has 14 years of industry experience, including roles at Raymond James Financial Services and Raymond James & Associates. Rust serves as a board member and Finance/Investment Committee member for The Florida Orchestra, a nonprofit organization. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm offers wealth advisory planning, investment consulting, wrap fee programs, and institutional consulting services to a diverse client base including individuals, pension plans, corporations, and government entities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Heath H

Series 66

St. Petersburg, FL

Raymond James & Associates

Heath Howell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and 13 years of industry experience. He previously worked at T. Rowe Price for nine years before joining Raymond James in 2019. 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 offers tailored financial plans and investment recommendations using firm research and planning tools, serving both retail and institutional clients.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Michael D

Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Dunlap is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors LLC and Applus IDIADA Karco, as well as experience with Dunlap Diversified LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Steven W

Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Wilcox is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Raymond James since 2015. Wilcox has also been involved in education, currently working with Pinellas County Schools at East Lake High School. 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 relationships and institutional consulting, with notable activities in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Philip C

Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Philip Cox is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 credentials and 14 years of industry experience. He has been with Raymond James & Associates since 2015. 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, as well as state and municipal government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Nicholas A

Series 66

St. Petersburg, FL

Raymond James & Associates

Nicholas Azzarita 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 LPL Financial, Cetera Advisor Networks, and Menninger and Associates. Prior to his financial career, he was involved with Old Ox Brewery and held positions at Christopher Newport University and Pottery Barn. 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 through its Wealth Advisory Services Program and delivers institutional consulting and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Donna S

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Donna Simmons is a financial advisor at Raymond James & Associates with 40 years of industry experience. She has been with Raymond James & Associates since 2008. Simmons holds Series 63 and Series 65 designations and is based in St. Petersburg, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and government entities. The firm offers comprehensive wealth advisory planning and investment consulting, with a notable presence in municipal and public finance markets.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Patrick G

Series 66

St. Petersburg, FL

Raymond James & Associates

Patrick Gilroy is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, he performs bookkeeping duties at St. Petersburg ENT. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on municipal clients and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Dallas K

Series 66

St. Petersburg, FL

Raymond James & Associates

Dallas Keeney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has prior work experience at companies including Church and Dwight, The Walt Disney Company, and TEKsystems. 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 also offers institutional consulting and maintains capabilities in public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Douglas K

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Douglas Katchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 35 years of industry experience. His career includes roles at Raymond James Financial Services, Inc., Allstate Insurance Co, and Questar Asset Management. Outside of finance, he is listed as a partner in a noninvestment-related appliance repair business operated by his wife. Raymond James & Associates, Inc. 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 offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and portfolio recommendations.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Steven S

Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Sidell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Raymond James & Associates since 2002 in various roles and is currently based in St. Petersburg, FL. Outside of financial advising, he is involved with Kairos Prison Ministry, where he leads a group at Zephyrhills Correctional and manages funds for related activities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities. The firm offers non-discretionary planning and investment services supported by research, wrap fee programs, and institutional consulting, with notable capabilities in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Daniel M

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Daniel Maurino is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Command Brokerage Services, Inc., Modern Capital Management Company, and other financial firms. Maurino also has experience in education through a role at Lucy Beckham High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including high-net-worth individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis with support from a broad affiliate network.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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David S

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

David Sutton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses. He has 37 years of industry experience and has been with Raymond James & Associates since 2014. Sutton serves on the Advisory Board of the Winthrop P. Rockefeller Cancer Institute, contributing to strategic planning for the Myeloma Clinic. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and governmental entities, offering non-discretionary financial advice supported by extensive research and an integrated affiliate network.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Megan W

Series 66

St. Petersburg, FL

Raymond James & Associates

Megan Williams is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 1998 and currently serves as an officer and treasurer for her daughter’s Girl Scout troop, as well as acting trustee for a family trust. Megan also represents Raymond James Finance on the University of South Florida Accounting Circle Advisory Board. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients, including a focus on municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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