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Noreen M
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Noreen McClure is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. She holds Series 63 and Series 66 designations and has 34 years of industry experience, including 16 years at Raymond James. Outside of her advisory role, she serves as a power of attorney in a family matter involving elder care and Medicaid applications. 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 that includes individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various portfolio management strategies and affiliated research resources.
Amy H
Series 66
St. Petersburg, FL
Raymond James & Associates
Amy Horak is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and 24 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she owns a small business baking desserts for events and serves as a board member and finance committee member for Operation PAR, Inc., 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of investment strategies and affiliated research support.
Rachel W
Series 66
St. Petersburg, FL
Raymond James & Associates
Rachel White is a financial advisor at Raymond James & Associates with a Series 66 credential. She has been with Raymond James since 2023, following prior roles in the sports and media industries including positions at Vinik Sports Group, the United States Olympic and Paralympic Committee, and PAC 12 Networks. Raymond James & Associates, Inc. is a large 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 municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by various portfolio management styles and affiliated research.
Christopher H
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Christopher Henson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individuals, institutions, and municipal entities with a range of financial planning and consulting services.
William T
Series 66
St Petersburg, FL
Raymond James & Associates
William Taylor is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 15 years of industry experience. Before joining Raymond James in 2021, he worked at Bank of America and Merrill Lynch from 2011 to 2021. He serves as a board member of the Robert Irvine Foundation and assists with CFO duties at St. Petersburg Skin and Laser Center, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a non-discretionary approach that emphasizes tailored client plans supported by proprietary research and multiple portfolio management styles.
Nicholas M
Series 66
St. Petersburg, FL
Raymond James & Associates
Nicholas Masey 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 firms since 2012. 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 solutions with a range of portfolio management approaches.
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 18 years of industry experience. He has been with Raymond James & Associates since 2010. 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 wide range of clients including individuals, institutions, pension plans, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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 25 years of industry experience. He has been with Raymond James & Associates since 2013. 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, and charitable organizations, providing tailored financial planning and consulting services through a non-discretionary approach supported by extensive research and portfolio management options.
Holly M
Series 66
St. Petersburg, FL
Raymond James & Associates
Holly Moriarty is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked at Raymond James and its associated entities since 2018, following eight years at Invest Financial Corporation. 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 services.
Stefan M
Series 66
St. Petersburg, FL
Raymond James & Associates
Stefan Mayerschoff is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Morgan Stanley and SunTrust Advisory Services. Mayerschoff also serves in the United States Navy Reserve. 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 consulting services supported by various portfolio management styles and affiliated research.
David C
Series 66
St. Petersburg, FL
Raymond James & Associates
David Cash III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, The Money Broker, and Professional Grade Mortgage. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.
Daniel N
Series 66
St. Petersburg, FL
Raymond James & Associates
Daniel Nazinitsky is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and the Center for Asset Management. Outside of finance, he operates a sole proprietorship selling tropical plants, including monsteras and philodendrons. 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, and municipal clients, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
William D
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
William Drew III is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Smith Barney for 10 years and Citigroup Global Markets for 24 years. 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, charitable organizations, and governmental entities, offering financial planning and investment consulting through a variety of services and portfolio management styles.
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 the 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 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Lauren A
Series 66
St. Petersburg, FL
Raymond James & Associates
Lauren Ahern is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 66 designation and has been with Raymond James affiliates since 2014. Outside of her advisory role, she serves as Treasurer and board officer for The Madison at St. Pete I COA, Inc., overseeing budget and financial reporting. 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 with a range of portfolio management styles and affiliated research options.
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 licenses and 11 years of industry experience. His career includes roles at Clayton Holding LLC and USAA Financial Planning Services before joining Raymond James entities in 2017. 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 non-discretionary investment consulting supported by a nationwide adviser network.
James K
CFP®, Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
James Kuczynski is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2013. Prior to this, he worked at Morgan Keegan & Company, LLC for eight years. He is based in St. Petersburg, FL, and holds Series 63 and Series 65 licenses. 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, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.
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, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and T. Rowe Price Investments. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.
Douglas B
Series 63
St. Petersburg, FL
Raymond James & Associates
Douglas Brigman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 11 years of industry experience. He has been with Raymond James & Associates since 2008. 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 fiduciary services.
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 Series 63 and Series 65 licenses and previously worked at T. Rowe Price Advisory Services and T. Rowe Price Investment Services for 14 to 16 years. He is based in St. Petersburg, Florida. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting with an emphasis on tailored plans supported by firm research, multiple portfolio management styles, and municipal advisory services.
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