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Matthew L

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Matthew Lascari is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Raymond James since 2017. Prior to that, he was with The Prudential Insurance Company of America and Pruco Securities LLC from 2015 to 2017. 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, with a range of portfolio management options and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 at Raymond James & Associates with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Raymond James Financial and Scottrade, Inc. prior to his current role. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services through 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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Daniel K

Series 66

St. Petersburg, FL

Raymond James & Associates

Daniel Kemler is a financial advisor with Raymond James & Associates. He holds a Series 66 designation and has 17 years of industry experience. He has been with Raymond James & Associates since 2007. 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 serves as a director and member of the executive committee at Junior Achievement, where he is also involved in the finance and investment committees. 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.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Jeremy Jones is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes positions at Morgan Stanley Private Bank and Valic Financial Advisors. 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 clients, and municipal entities, providing tailored financial planning and consulting 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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Seth B

Series 66

St. Petersburg, FL

Raymond James & Associates

Seth Bolno is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he supports his wife's personal training business by managing her business records and deposits. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, along with municipal advisory services and employer retirement plan consulting.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011 and also works with Raymond James Financial Services. Rust serves on the board and Finance/Investment Committee of The Florida Orchestra, a nonprofit organization. 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, and offers financial planning and consulting services supported by a broad range of investment management styles and affiliated research.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Heath Howell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for nine years before joining Raymond James. 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 and non-discretionary investment consulting supported by a nationwide network of advisers.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Dunlap is a financial advisor at Raymond James & Associates with four years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC and Applus IDIADA Karco. 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 charitable organizations, providing financial planning and consulting services with a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 licenses and has worked at Raymond James since 2015. In addition to his advisory role, he has been involved in education, teaching at Pinellas County Schools and Northeast High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting through various programs and provides access to a range of portfolio management styles supported by affiliated research and sub-advisers.

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

Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Philip Cox is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 65 and Series 66 designations 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 and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide 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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Nicholas A

Series 66

St. Petersburg, FL

Raymond James & Associates

Nicholas Azzarita is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Menninger and Associates, as well as work outside the financial industry at Old Ox Brewery and Christopher Newport University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutional clients, and municipal entities. The firm offers a range of financial planning and consulting services, utilizing various portfolio management styles supported by affiliated research and model managers.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Donna Simmons is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at Raymond James & Associates since 2008, following prior roles at Wells Fargo Clearing and Raymond James Financial Services, Inc. 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, advisory programs, and institutional consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 four years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022. Outside of his advisory role, he assists with payroll and bookkeeping at St. Petersburg ENT on a part-time basis. 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, 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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Dallas K

Series 66

St. Petersburg, FL

Raymond James & Associates

Dallas Keeney is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Church and Dwight and has held positions at several other firms including The Walt Disney Company and the University of 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, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and supported by affiliated research and model managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Allstate Insurance Co and Questar Asset Management. Outside of finance, he is connected to a family-owned appliance repair business but does not participate in its operations. 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 with access to a broad 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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Steven S

Series 66

St. Petersburg, FL

Raymond James & Associates

Steven Sidell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and bringing 17 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of his advisory work, Sidell is involved with Kairos Prison Ministry, where he leads groups into correctional facilities and manages related financial logistics. 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 a range of financial planning and advisory services, employing fact-based planning tools and a variety of portfolio management styles.

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

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Daniel Maurino is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at First Command Brokerage Services, Modern Capital Management Company, and other financial firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide 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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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 credentials and bringing 37 years of industry experience. He 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 institute’s Myeloma Clinic. 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 charitable organizations, offering tailored financial planning and investment consulting supported by extensive research and diverse portfolio management strategies.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Megan Williams is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds the Series 66 designation and has worked at Raymond James and its affiliates since 1998. Outside of her advisory role, she serves as Treasurer for her daughter's Girl Scout Troop and is an acting Trustee for a family trust. She also represents Raymond James on the University of South Florida Accounting Circle Board. 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 municipalities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.

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