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Jeffrey Z
Series 66
St. Petersburg, FL
Raymond James & Associates
Jeffrey Zientara 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 worked at various Raymond James entities since 2018 and was previously with GF Investment Services LLC and Global Financial Private Capital LLC. Outside of finance, he owns Hitokiri Studios LLC, a business that creates and edits video and audio content. 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, investment consulting, and institutional fiduciary services.
Matthew K
Series 66
St. Petersburg, FL
Raymond James & Associates
Matthew Karpay is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, FTR Hospitality, Oxford Exchange, and O8O Studios. 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, providing financial planning and non-discretionary investment consulting through various specialized programs and an extensive affiliated network.
Bahi B
Series 66
St. Petersburg, FL
Raymond James & Associates
Bahi Beshara is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates for ten years. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. Raymond James & Associates serves a broad client base, including individuals, institutional clients, and charitable organizations, providing tailored financial planning and consulting through a range of portfolio management styles and affiliated research.
Kimberly L
CFP®, ChFC®, Series 66
St. Petersburg, FL
Raymond James & Associates
Kimberly Loux is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Her career includes positions at UBS Financial Services and two separate tenures at Raymond James & Associates, as well as SigFig. Outside of her advisory role, she works part-time as a yoga teacher. 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 wide range of clients, including individuals, institutional accounts, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.
William M
Series 66
St. Petersburg, FL
Raymond James & Associates
William Mackeeman V is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2011. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.
Cameron A
Series 66
St. Petersburg, FL
Raymond James & Associates
Cameron Ahari is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with five years of industry experience. Prior to his advisory role, he spent nine years at Nike, Inc. He serves as a committee member at Stovall House, a private club, where he founded a society called Racquet Club. 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 municipal advisory services.
Rebecca C
Series 66
St. Petersburg, FL
Raymond James & Associates
Rebecca Chicco is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 license and 11 years of industry experience. She has worked at various Raymond James entities since 2018 and maintains an active interest in acupuncture, practicing for friends and family and conducting community workshops. 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 customized financial planning, investment consulting, and specialized municipal advisory services.
Mark R
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Mark Remund is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Scottrade, Invest Financial Corporation, and TD Ameritrade. He has been with Raymond James and its affiliated entities since 2019. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services.
Maximilian F
Series 66
St. Petersburg, FL
Raymond James & Associates
Maximilian Ford is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James & Associates. His work history also includes roles outside finance, such as at Peltz Shoes. 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 broad client base, including individuals, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by firm research and various portfolio management strategies.
Craig D
Series 63, Series 65
Saint Petersburg, FL
Raymond James & Associates
Craig Decker is a financial advisor with Raymond James & Associates in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at RBC Capital Markets for 16 years before joining Raymond James in 2016. Outside of financial advising, Decker is president and 50% owner of Skeleton Horse Racing LLC. Raymond James & Associates is a large 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, providing tailored financial planning and non-discretionary investment consulting through multiple advisory programs and affiliated research resources.
Seth H
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Seth Hoffman is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2017, following a six-year tenure at Invest Financial Corporation. 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 and investment consulting through a variety of portfolio management styles and affiliated research resources.
Timothy K
Series 66
St. Petersburg, FL
Raymond James & Associates
Timothy Killgoar is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. He has worked with various Raymond James entities since 2008. Killgoar is also a manager of Southpaw 21, LLC, an entity established to hold real property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and investment consulting services with a range of portfolio management styles supported by affiliated research and sub-advisers.
Dipti D
Series 66
St. Petersburg, FL
Raymond James & Associates
Dipti Dastidar is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, INC and Raymond James and Associates since 2017, following prior roles at GF Investment Services, LLC and Global Financial Private Capital, LLC. 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 advisory services, utilizing a range of portfolio management styles supported by affiliated research and model manager options.
Kimberly G
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Kimberly Geiger is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2019, she worked at Fidelity Personal and Workplace Advisors from 2015 to 2019. Outside of her advisory role, she sells clothing online through the Poshmark app. 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 public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Matthew K
Series 66
St. Petersburg, FL
Raymond James & Associates
Matthew Kuraya Ziyadeh is a financial advisor at Raymond James & Associates with five years of industry experience. He has held positions at Raymond James & Associates, E*TRADE Securities, Morgan Stanley, and USAA. Ziyadeh holds a Series 66 designation and is based in St. Petersburg, FL. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Kenton C
Series 66
St. Petersburg, FL
Raymond James & Associates
Kenton Cardon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James since 2016 and previously spent one year with Wells Fargo Advisors. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.
Christy F
Series 66
St. Petersburg, FL
Raymond James & Associates
Christy Falco is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 15 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2017. Her prior experience includes a position at Transamerica Financial Advisors, Inc. 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, non-discretionary investment consulting, and municipal advisory services.
Nicola S
Series 66
St. Petersburg, FL
Raymond James & Associates
Nicola Saner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years with the firm. She has three years of industry experience. Saner is also preparing to manage a rental property through an LLC she formed for that purpose. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.
Gregory S
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Gregory Sapp is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2015. His career includes roles at Raymond James Financial and Raymond James Financial Services, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and 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.
Andrew J
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Andrew Judd is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Raymond James Financial Services and Citigroup. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
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