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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 reporting 27 years of industry experience. He has been with Raymond James & Associates since 1998. Caudullo serves on the University of South Florida Investment Committee, contributing to the oversight of the university’s investment pools. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Trevor Prince is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Raymond James, he worked at RBC Capital Markets, LLC and has consulting experience through his role managing Royal Iveagh Holdings LLC, which provides consulting services to small companies. He is also a passive investor in an online financial platform called Origin Financial. 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 non-discretionary investment consulting supported by 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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Adam T

Series 66

St. Petersburg, FL

Raymond James & Associates

Adam Tindle is a financial advisor with Raymond James & Associates holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2014 and previously spent seven years at Charles Schwab. 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 a range of advisory programs with a non-discretionary approach to investment implementation.

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

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Hobbs is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates 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 that includes individuals, institutional clients, 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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Andrew T

Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Teaf is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he serves as CEO and Treasurer of Cigar City Prime Investments, LLC, a business involved in real estate and moving and storage investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $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 supported by a wide 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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Thomas K

Series 66

St. Petersburg, FL

Raymond James & Associates

Thomas Keech is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2005. Outside of his advisory work, he is a personal owner of residential rental real estate. 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, providing financial planning, non-discretionary investment consulting, and institutional consulting, supported by a broad network of advisers and a range of portfolio management styles.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Annlouise Bleecker is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2017, following a year with Franklin Templeton Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services supported by extensive research and a broad range of portfolio management strategies.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Joseph Sheppard is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent four years at Tampa Blue Tide. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad 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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Lynne W

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Lynne Whitehead is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. Her career includes eight years at T. Rowe Price Advisory Services and over a decade with Raymond James and its affiliated entities. 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 municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Richard A

Series 66

St. Petersburg, FL

Raymond James & Associates

Richard Azan is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones for five years. His career also includes roles in academic support at Florida International University and its Student Academic Success Center. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide 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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Deborah C

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Deborah Cicatelli is a financial advisor with Raymond James & Associates in St. Petersburg, Florida, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. She serves as a committee member for the Edge Water Reserve Homeowners Association. 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 customized financial planning and advisory services supported by a range of portfolio management approaches and affiliated research.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Shawn Barko is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been affiliated with Raymond James & Associates since 1995 and serves as a current member of the active list of FINRA arbitrators. Barko also contributes as a finance committee member for United Way Suncoast. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Annemarie Burgess is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James firms since 2011. Outside of her advisory role, she is involved with the Italian Greyhound Club of America Rescue and participates in pet insurance sales through referrals. Raymond James & Associates is a large 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 fiduciary services, supported by extensive research and a wide range of portfolio management strategies.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Christopher Scagnelli is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and previously worked at T. Rowe Price for eight years before joining Raymond James in 2018. 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 and investment consulting through various specialized 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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Matthew C

Series 65

St. Petersburg, FL

Raymond James & Associates

Matthew Calhoun is a financial advisor at Raymond James & Associates with a Series 65 credential and three years of industry experience. Prior to joining Raymond James in 2022, he held roles at Tapfin/EY and the Populus Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael H

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Hayman is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2000. 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 clientele including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting alongside institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Judson M

Series 66

St. Petersburg, FL

Raymond James & Associates

Judson Mohan Jr. is a financial advisor at Raymond James & Associates with 3 years of industry experience. He holds a Series 66 designation and previously worked at Publix Supermarkets, Inc. for six years before joining Raymond James. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a comprehensive research and advisory platform.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Jonathan Calvert is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2021 and has diverse work experience including a role with Delox Limo. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, providing financial planning, investment consulting, and municipal advisory services supported by a broad network of advisors and research resources.

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

CFA®, Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Bradley Sussman is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes roles at Cowen and Company, LLC and Merrill. 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Robert W

Series 65

St. Petersburg, FL

Raymond James & Associates

Robert Weinberg is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 65 designation and has been with Raymond James & Associates since 2005. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base including individuals, institutions, and municipal entities. Raymond James & Associates offers a variety of financial planning and consulting services, emphasizing non-discretionary advisory relationships supported by firm research and multiple portfolio management styles.

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