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Nicholas L

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Nicholas Lacy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2006, following prior roles at Invest Financial Corporation and T. Rowe Price Advisory Services, 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, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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 Applegate is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He has worked at Raymond James Financial Services, Inc. for ten years prior to joining Raymond James & Associates in 2020. Outside of his advisory role, he was involved with Larry's Super Dogs, LLC from 2023 to 2024. 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 municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Jacqueline Postell is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Northwestern Mutual and its investment management division for 10 years prior to joining Raymond James in 2018. 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, institutions, and municipal entities, offering financial planning and investment consulting through 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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Joshua M

Series 66

St. Petersburg, FL

Raymond James & Associates

Joshua Milrad is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley and has experience outside finance from working at Runyons Restaurant. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charities, and municipal entities, offering financial planning and consulting through various advisory programs with a focus on tailored, non-discretionary planning supported by firm research and a range of portfolio management strategies.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Amber Zinser is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding the Series 66 designation and nine years of industry experience. She has been with Raymond James Financial, Inc. since 2015. 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 investors, and municipalities, offering financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Laura Sullivan is a financial advisor with Raymond James & Associates who holds Series 63, 65, and 66 designations and has 29 years of industry experience. Her career includes roles at Wells Fargo Securities and Wells Fargo Clearing Services. 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, 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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Robert G

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Robert Goff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 1996. 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 charitable organizations, providing 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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Nicolas E

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Nicolas Engelbert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 designations and one year of industry experience. His prior work includes roles at DTCC and Spectrum, in addition to several positions within Raymond James & Associates dating back to 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, institutional clients, and municipal entities, offering 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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Charles K

Series 66

St. Petersburg, FL

Raymond James & Associates

Charles Kusche 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 2016. 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 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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Ryan D

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Ryan Doherty is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses. He has five years of industry experience, including one year at Morgan Stanley and prior to that, a nine-year career as a professional athlete. 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 entities, offering financial planning and investment consulting 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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Kristel B

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kristel Branish is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with several Raymond James entities since 2022, as well as prior experience at Securities America and Ameriprise Financial Services. 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, 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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Scott C

Series 66

St. Petersburg, FL

Raymond James & Associates

Scott Coughlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at PostcardMania, PennyMac, Capital Array, and Provident Funding. 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 clientele including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and a range of portfolio management styles.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Mary Nelson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 44 years of industry experience. She previously worked for Calton & Associates, Inc. for 32 years before joining Raymond James in 2019. Outside of her advisory role, she serves as president of PG Sarres, Inc., a family business involved in commercial property leasing. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Payne Curley is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Raymond James, Curley worked in education for 17 years. 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, institutions, 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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Christian D

Series 66

St. Petersburg, FL

Raymond James & Associates

Christian De Sario is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James and its affiliated entities since 2018 and previously worked at INVEST Financial Corp. and The Good Company. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions 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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Kyle R

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kyle Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Raymond James and its affiliated entities since 2015. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services through various advisory programs.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Maria Bollo is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2024. 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 broad client base including individuals, institutions, 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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Jennifer C

Series 66

St. Petersburg, FL

Raymond James & Associates

Jennifer Cherry is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 13 years of industry experience. She previously worked at T. Rowe Price Investment Services, Inc. before joining Raymond James 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 municipal advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew O'Neil is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. 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 clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Edward Long is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 15 years of industry experience. He previously worked seven years at Morgan Stanley Private Bank before joining Raymond James in 2019. 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, institutions, pension and profit-sharing plans, and charitable organizations, providing 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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