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Donna F

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Donna Faircloth is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. for 19 years before joining Raymond James. Outside of advisory services, she owns a rental property in Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a broad range of portfolio management styles and supports its advisors with extensive research and affiliated resources.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Kevin Pate is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 29 years of industry experience. He has been with Raymond James & Associates since 1996. 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 advisory services that emphasize tailored, non-discretionary consulting supported by a variety of portfolio management styles and firm research.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Pamela Hinchy is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2010 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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 possessing 26 years of industry experience. He has been with Raymond James & Associates since 2009 and previously worked at Tampa Bay Financial Planning, LLC and Raymond James Financial Services, Inc. He has received compensation related to the sale of an RJFS business. 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 plans, and charitable organizations, offering financial planning and investment consulting through various programs and supported by extensive research and portfolio management resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 St. Petersburg, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013 and with Raymond James Financial since 2019. 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 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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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 holds Series 63 and Series 66 designations and has previously worked at Carillon Fund Distributors, Inc., Morgan Stanley, and T. Rowe Price. He is based in St. Petersburg, FL. 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 individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Bradley Rankin is a Series 66-licensed financial advisor with Raymond James & Associates and has been in the industry for four years. He has worked at Raymond James since 2017 and previously spent a year at Ernst & Young. 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, institutional clients, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions through 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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Jean W

Series 66

St. Petersburg, FL

Raymond James & Associates

Jean Wilson is a financial advisor at Raymond James & Associates in St. Petersburg, FL, with 10 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2000. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Thomas Walrond Jr. is a financial advisor at Raymond James & Associates with 38 years of industry experience. He has been with Raymond James & Associates since 1998 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 individuals, institutional clients, and various organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Evan Kwiatkowski is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with three years of industry experience. His career includes roles at multiple Raymond James entities and Southside Wealth Management. Prior to his financial services career, he held various positions in education and hospitality. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2015. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 a Series 66 designation and has worked at Raymond James & Associates since 2017. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 & Associates since 2016 and completed online studies at Florida State University from 2015 to 2016. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Elizabeth Cahill is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, and has three years of industry experience. Prior to joining Raymond James in 2022, she worked at PennyMac Loan Services and Enterprise Rent-A-Car. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and municipal entities. The firm offers a range of financial planning and consulting services, supported by extensive research and various portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner 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 at Raymond James & Associates since 2017, following roles at GF Investment Services, LLC and Global Financial Private Capital. 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 charitable organizations, offering financial planning and consulting through various advisory programs.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

John Donahoe is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked for T. Rowe Price Investment Services, Inc. for 20 years before joining Raymond James in 2018. 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 range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Kevin Mallon 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 Fannie Mae and has experience in retail and education sectors. 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 and non-discretionary investment consulting 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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Kim J

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kim Jenson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Raymond James in 2017, Jenson worked at UBS Financial Services from 2010 to 2017. 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 municipal entities, offering financial planning and investment consulting services primarily on a non-discretionary basis.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Katherine Hagan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has worked extensively within Raymond James-affiliated entities since 2016 and also spent time at Principal Financial. Based in St. Petersburg, FL, she currently serves clients through Raymond James & Associates. 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 municipal entities, offering financial planning and investment consulting services supported by extensive research and various portfolio management strategies.

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

Series 65

St. Petersburg, FL

Raymond James & Associates

Silas Wieczorek is a Series 65 registered advisor with Raymond James & Associates in St. Petersburg, FL, bringing three years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. 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 and investment consulting through various advisory programs with a non-discretionary approach.

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