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William T

Series 66

St Petersburg, FL

Raymond James & Associates

William Taylor is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Taylor serves as a board member of the Robert Irvine Foundation and assists with CFO responsibilities at St. Petersburg Skin and Laser Center, LLC. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and municipal clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Nicholas Masey is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2012 and Raymond James Financial Services since 2015. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, charitable organizations, and government entities, offering wealth advisory planning, investment consulting, and specialized municipal and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Brian N

Series 66

St. Petersburg, FL

Raymond James & Associates

Brian Nestor 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 2010. 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 asset-allocation analyses, serving both retail and institutional clients, with notable capabilities in public finance and municipal work.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Brown is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Holly Moriarty is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 17 years of industry experience. She has worked with Raymond James Financial and its affiliates since 2018 and previously with Invest Financial Corporation from 2010 to 2018. Based in St. Petersburg, FL, she provides advisory services through a large institutional firm. 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 and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and municipal finance services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Stefan Mayerschoff is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley and SunTrust Advisory Services, as well as service in the United States Navy Reserve since 2010. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

David Cash III is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, The Money Broker, and Professional Grade Mortgage. 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, and municipal clients. The firm offers tailored financial plans and investment recommendations, with a focus on municipal work and public finance alongside its retail advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Daniel Nazinitsky is a financial advisor with Raymond James & Associates in St. Petersburg, Florida. He holds a Series 66 designation and has eight years of industry experience, including previous roles at Morgan Stanley Smith Barney LLC and the Center for Asset Management. Outside of advising, he operates a sole proprietorship focused on tropical plant sales in Palm Beach Gardens, Florida. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting, supporting clients with firm-sponsored wrap fee programs and institutional consulting services.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

William Drew III is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley Smith Barney and Citigroup Global Markets. He is based in St. Petersburg, Florida. Raymond James & Associates offers financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Justin Maynard is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Raymond James, he spent nine years in full-time education. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory services and institutional consulting, with specialized capabilities in public finance and municipal work.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Lauren Ahern is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James since 2014 in various capacities and currently serves as an officer and treasurer on the board of The Madison at St. Pete I COA, Inc., where she oversees budget and financial reporting activities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

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

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Tyler Mc Call is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 designations and possessing 11 years of industry experience. He has been associated with various Raymond James entities since 2017 and previously worked at Clayton Holding 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 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, with a focus on non-discretionary planning and consulting supported by extensive research and affiliate capabilities.

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

CFP®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

James Kuczynski is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. 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 tailored financial plans and asset-allocation analyses using firm research and planning tools, and it also delivers institutional consulting and municipal finance services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Caroline Drew is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Raymond James, she held positions at Foundation Risk Partners and various service industry roles while pursuing full-time study. 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 public entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Keith Elser is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and T. Rowe Price Investments. Raymond James & Associates 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 and investment consulting to a diverse client base, including high-net-worth individuals, pension plans, corporations, charitable organizations, and government entities, delivering advice on a non-discretionary basis supported by an extensive affiliate network.

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

Series 63

St. Petersburg, FL

Raymond James & Associates

Douglas Brigman is a financial advisor with Raymond James & Associates, holding a Series 63 designation and over 11 years of industry experience. He has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with specialized services including municipal and public finance advisory supported by an extensive affiliate network.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Ian Rice is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked for T. Rowe Price Advisory Services, Inc. from 2005 to 2019. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm provides wealth advisory planning, investment consulting, and institutional services to a diverse client base, including high-net-worth individuals, corporations, and government entities.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Alfred Caudullo is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 1998. He serves as a member of the University of South Florida Investment Committee, participating in quarterly meetings to oversee the university’s investment pools. Raymond James & Associates offers 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 provides institutional consulting and manages wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Trevor P

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Trevor Prince is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets, LLC and The Wharton School. Outside of his advisor role, he manages Royal Iveagh Holdings LLC, a consulting business serving small companies, and is a passive investor in Origin Financial, an online financial platform. 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 municipal entities, with a focus on non-discretionary planning and an extensive affiliate network supporting integrated custody and product sourcing.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Adam T

Series 66

St. Petersburg, FL

Raymond James & Associates

Adam Tindle 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 been with Raymond James & Associates since 2014 and also has a long-standing affiliation with Charles Schwab dating back to 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 offers tailored financial plans and investment recommendations using firm research and planning tools, and also provides institutional consulting and public finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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