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Reid J
Series 66
St. Petersburg, FL
Raymond James & Associates
Reid Johnson is a financial advisor at Raymond James & Associates with a Series 66 designation. He has less than one year of industry experience and previously held roles at Omni 360 Advisors and Cion 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 offers wealth advisory planning and investment consulting through various programs, serving a diverse client base including individuals, pension plans, corporations, and government entities.
Michaela M
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Michaela Macias is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 20 years of industry experience. Prior to joining Raymond James, she worked for T. Rowe Price for 14 years. She is also the owner of Greener Services LLC, a business unrelated to investing. 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 advisors. The firm serves a diverse client base, including individuals, institutional clients, and state and municipal entities, providing wealth advisory planning and investment consulting on a non-discretionary basis.
Alexander S
Series 66
St. Petersburg, FL
Raymond James & Associates
Alexander Sayers is a Series 66 licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he serves as Treasurer for the Tampa Bay UT Alumni Chapter, overseeing the chapter’s financial arrangements and reporting. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients through various advisory programs.
Chad K
CFP®, ChFC®, Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Chad Kimble is a CFP® and ChFC® credentialed financial advisor at Raymond James & Associates with 12 years of industry experience. His prior roles include positions at Equitable Advisors, Facet Wealth, and T. Rowe Price. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base through wealth advisory planning, investment consulting, and institutional services. The firm is noted for its municipal and public finance involvement and integrates advisory, custody, and affiliated product capabilities in its service model.
Ardon C
Series 66
St. Petersburg, FL
Raymond James & Associates
Ardon Currie is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, following a one-year tenure at Franklin Templeton Investments. 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 broad client base including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by a range of integrated affiliate services.
Michael R
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Michael Rodenburg is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Raymond James Financial Services, LPL Financial, EF Legacy Securities, and Edelman Financial Services. 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 individuals, pension plans, corporations, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and municipal finance capabilities.
Armando E
Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Armando Elias is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and one year of industry experience. His prior experience includes roles at Morgan Stanley and J.P. Morgan Chase. Before entering the financial industry, he worked in the fitness sector and held positions in educational institutions. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $500.956 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities, offering non‑discretionary financial planning and portfolio recommendations supported by a broad affiliate network.
Christopher L
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Christopher La Rue is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at USAA Financial Advisors and EXP Realty. Outside of advising, he is also active as a residential real estate sales agent. Raymond James & Associates is a dual-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 diverse clientele, including individuals, pension plans, corporations, and government entities, combining comprehensive planning with institutional consulting and public finance capabilities.
Nicholas O
Series 66
St. Petersburg, FL
Raymond James & Associates
Nicholas Oppenheimer is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at firms including Morgan Stanley, UBS Inc, and J.W. Cole Advisors. He is also affiliated with the Racquet Club of St. Petersburg. Raymond James & Associates serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis. The firm is notable for its involvement in municipal and public finance and for its integrated network of affiliates supporting custody, product sourcing, and public finance services.
Scott P
Series 66
St. Petersburg, FL
Raymond James & Associates
Scott Pilcher is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James & Associates since 2013. Pilcher serves as Treasurer and board member of the nonprofit Friends of Raymond James, where he assists with financial recordkeeping and fund management. 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.
Nehal S
Series 66
St. Petersburg, FL
Raymond James & Associates
Nehal Sanghavi is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2012. 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.
Michael T
Series 66
St. Petersburg, FL
Raymond James & Associates
Michael Travis 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 2012. Outside of his advisory role, he is involved in managing a rental property business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base with wealth advisory planning, investment consulting, and institutional services. The firm is notable for its municipal and public finance capabilities and offers non-discretionary planning and investment consulting through a broad network of affiliated entities.
Clara H
Series 66
St. Petersburg, FL
Raymond James & Associates
Clara Halapio is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2021, she worked at Ford Motor Credit, Childcare Solutions, Sony/ATV Music Publishing, and Belmont University. 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.
Margaret S
Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Margaret Salvatore is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 credentials and two years of industry experience. Her prior work includes positions at Baird, Northwestern Mutual, and the University of Göttingen. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets and serving a diverse clientele, including individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting, with a notable presence in municipal and public finance markets.
Zachary K
Series 66
St. Petersburg, FL
Raymond James & Associates
Zachary Kessler is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds a Series 66 designation and has 13 years of industry experience, all with Raymond James 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 and serves both retail and institutional clients, including municipal entities through its Institutional Fiduciary Solutions division.
Nicholas C
CFA®, Series 66
St. Petersburg, FL
Raymond James & Associates
Nicholas Carroll is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor with Raymond James & Associates. He has five years of industry experience, including roles at UBS Financial Services and Neville Wainio CPAs PLLC. Raymond James & Associates provides financial planning and investment consulting to 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, with a focus that includes public finance and municipal work.
Jacob B
Series 66
St. Petersburg, FL
Raymond James & Associates
Jacob Bennett is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual, PLS Logistics, and Cimarrone Golf Club. 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 individuals, institutions, and government entities, delivering non-discretionary financial advice supported by a comprehensive affiliate network and specialized municipal and public finance services.
Dana S
Series 66
St. Petersburg, FL
Raymond James & Associates
Dana Seiber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and eight years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, she is the owner of Sunchase Travel LLC, a travel agency business she has operated since 2006, primarily serving a long-term corporate client. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, 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 maintains specialized capabilities in public finance and municipal services.
Richard P
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Richard Palmer Jr. is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and accumulating 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Palmer is the owner of the Institute for DROP Consultants, which promotes DROP-related materials and oversees the licensing of the Certified DROP Consultant certification mark. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.
Braulio C
Series 66
St. Petersburg, FL
Raymond James & Associates
Braulio Castillo Jr. is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Fidelity Investments. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, including public finance and municipal work.
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