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Christian V

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Christian Vargas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Raymond James & Associates since 2009. 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 provides both non-discretionary advisory services and institutional consulting, with a notable presence in public finance and municipal work.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Kosta Bouris is a financial advisor with Raymond James & Associates in Tarpon Springs, FL, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2013 and Raymond James Financial since 2019. 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 also offers institutional consulting and specializes in public finance and municipal services.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Marcus Afzali is a financial advisor at Raymond James & Associates with 14 years of industry experience. He has held positions at Carillon Fund Distributors, Inc, Morgan Stanley, and T. Rowe Price. He holds Series 63 and Series 66 designations. 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 delivers institutional consulting via its Institutional Fiduciary Solutions division.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Bradley Rankin is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has nine years of experience with Raymond James following one year at Ernst & Young. 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 financial advisors. The firm serves a broad client base through wealth advisory planning and investment consulting, offering firm-sponsored wrap fee programs and institutional consulting services with a notable presence in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jean W

Series 66

St. Petersburg, FL

Raymond James & Associates

Jean Wilson is a Series 66-credentialed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has nine years of industry experience. She has been with Raymond James & Associates since 2000. 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 also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Thomas W

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Thomas Walrond Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Raymond James & Associates since 1998. 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 also offers institutional consulting and public finance services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Evan Kwiatkowski 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 roles include positions at Southside Wealth Management and Southside Bank, as well as work in educational and service environments. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning, investment consulting, and specialized services such as municipal advisory and institutional fiduciary solutions.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Walter S

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Walter Snider is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Raymond James & Associates offers 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 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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Robert T

Series 66

St. Petersburg, FL

Raymond James & Associates

Robert Tribolet is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2017. Prior to joining Raymond James, he worked at Florida State University from 2016 to 2018. 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 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by extensive research and affiliate services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

James Kidney is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2016 and completed online studies at Florida State University from 2015 to 2016. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm provides 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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Elizabeth C

Series 66

St. Petersburg, FL

Raymond James & Associates

Elizabeth Cahill is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation and previously worked at PennyMac Loan Services, Enterprise Rent-A-Car, and the University of Tampa Fitness Center. 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, supporting both discretionary and non-discretionary advisory relationships.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Alexander U

Series 63, Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Alexander Udwari is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has worked with Raymond James since 2017 and previously held roles at GF Investment Services, LLC and Global Financial Private Capital. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, emphasizing non-discretionary planning and consulting as well as active involvement in municipal and public finance.

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

Series 65, Series 63

St. Petersburg, FL

Raymond James & Associates

Chad Kimble is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Morgan Stanley, Fisher Investments, and Personal Capital Advisors Corporation. 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 services to a broad client base, including individuals, institutions, and municipal entities, delivering non-discretionary planning and recommendations supported by an extensive affiliate network.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

John Donahoe is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James and its affiliates since 2018, following a 20-year tenure at T. Rowe Price Investment Services. 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, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through a combination of firm-sponsored programs and institutional consulting services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Kevin Mallon is a financial advisor at Raymond James & Associates with a Series 66 designation and experience at Fannie Mae, Dick's Sporting Goods, and the University of Florida. He joined Raymond James in 2025 and is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting services to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains capabilities in public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Kim J

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kim Jenson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Raymond James in 2017, Jenson worked for UBS Financial Services from 2010 to 2017. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, pension and profit-sharing plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, offering access to wrap fee programs, institutional consulting, and municipal finance services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Katherine H

Series 66

St. Petersburg, FL

Raymond James & Associates

Katherine Hagan is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked with Raymond James in various capacities since 2016, including a brief period at Principal Financial in 2022. 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 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice through comprehensive planning and non-discretionary portfolio recommendations.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Silas W

Series 65

St. Petersburg, FL

Raymond James & Associates

Silas Wieczorek is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 65 designation and has previously worked at NYLIFE Securities LLC, New York Life Insurance Company, and several other firms. Outside of advisory roles, his background includes positions at DoorDash and various service and hospitality companies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and government entities. The firm offers wealth advisory planning and investment consulting through non-discretionary services, supporting a broad client base with firm-sponsored wrap programs, institutional consulting, and active involvement in municipal and public finance.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Annie Campbell is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. She has been with Raymond James and its affiliated entities since 2015, including Raymond James Tax Credit Funds, Inc. 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 municipal government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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