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Kevin D
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Kevin Desquitado is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and with 19 years of industry experience. His prior experience includes roles at Fidelity Investments, Cadaret Grant & Co., Inc., and E*Trade Securities 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Meagan G
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Meagan Greenberg is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with various Raymond James entities since 2014. 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 diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Robert D
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Robert Daum is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and with 21 years of industry experience. His work history includes positions at Merrill, Kestra Financial, and Raymond James & Associates. Since 2023, he has also been involved with Stetson Law School. Raymond James & Associates is a 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.
Daniel R
Series 66
St. Petersburg, FL
Raymond James & Associates
Daniel Robinson is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation. He has one year of industry experience, including prior work with Morgan Stanley Financial Advisors. Outside of finance, he spent several years as a self-employed professional golfer. 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, offering financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a broad range of portfolio management styles.
Jonathan D
Series 66
St. Petersburg, FL
Raymond James & Associates
Jonathan Dilfer is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Bank of America for four years and has a background that includes roles in small business ownership and management. He serves as a director for the Park Plaza Condominium Owners Association, Phase II. 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 and investment consulting with a primarily non-discretionary approach that draws on multiple portfolio management styles and firm research.
Daeshawn W
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Daeshawn Wade is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial Services Advisors Inc. since 2016, as well as Merrill from 2014 to 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, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Mark S
Series 66
St. Petersburg, FL
Raymond James & Associates
Mark Schreiner is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL. He has 17 years of industry experience and has been with Raymond James & Associates since 2008. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Alexis Z
Series 65, Series 63
St. Petersburg, FL
Raymond James & Associates
Alexis Zampell is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. Prior to her advisory role, she held positions in the hospitality sector including at Zota Beach Resort and Marriott properties. 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 public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Ryan M
Series 66
St. Petersburg, FL
Raymond James & Associates
Ryan Mount is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Lincoln Investment, Capital Analysts, and Cetera Advisor Networks. 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 and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.
Steven W
Series 66
St. Petersburg, FL
Raymond James & Associates
Steven Warren is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Yale School of Management, Booz Allen Hamilton, Naval Surface Warfare Center, and Florida Atlantic University. Outside of his advisory role, he manages a single-family residential rental property in Panama City, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.
Annabelle F
Series 66
St. Petersburg, FL
Raymond James & Associates
Annabelle Folsom is a financial advisor at Raymond James & Associates with a Series 66 credential and less than one year of industry experience. Her background includes roles with the U.S. Department of State, the Florida House of Representatives, and student government at the University of South Florida. She has also held positions in educational settings, including Flagstaff Arts and Leadership Academy and Oelwein Middle School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.
Rachel G
Series 66
St. Petersburg, FL
Raymond James & Associates
Rachel Golden is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Soma, Bank of America, Merrill, and Loft. 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, non-discretionary investment consulting, and municipal advisory services.
Steven R
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Steven Romanoff is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 1992. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
Cheryl R
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Cheryl Richardson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior experience includes ten years with T. Rowe Price and a brief tenure at T. Rowe Price Investment Services, Inc. before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional clients, charitable organizations, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, delivering tailored plans supported by extensive research and multiple portfolio management styles.
Brian K
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Brian Kilczewski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, B.C. Ziegler and Company, Ameriprise, and Morgan Stanley. Outside of financial advising, he assists his spouse with a local crochet craft business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles, supplemented by affiliated research and advisory services.
Denise S
St. Petersburg, FL
Raymond James & Associates
Denise Samson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding 37 years of industry experience. She has been with Raymond James & Associates since 1986. 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, non-discretionary investment consulting, and institutional advisory services.
Mason W
Series 66
St. Petersburg, FL
Raymond James & Associates
Mason Wellborn is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked for 10 years. He has six years of industry experience overall. 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, non-discretionary investment consulting, and municipal advisory services among other solutions.
Benjamin E
Series 66
St. Petersburg, FL
Raymond James & Associates
Benjamin Erney is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and FP Solutions RI. His background also includes roles at Kutztown University of Pennsylvania and Penn State University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles and affiliated research resources.
John G
Series 66
St. Petersburg, FL
Raymond James & Associates
John Golon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His background includes roles at Raymond James since 2021 and prior positions at Florida State University and CenterState Bank. Raymond James & Associates is a large firm overseeing approximately $501 billion in assets, serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by extensive research and affiliates.
Joshua C
Series 65
St. Petersburg, FL
Raymond James & Associates
Joshua Curran is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 65 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2010 and has also been affiliated with the University of Tampa since 2009. 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 public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.
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