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Kristine R

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Kristine Reed is a financial advisor with Raymond James & Associates in Tarpon Springs, FL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with Raymond James since 2015, working across multiple affiliated entities within the firm. Outside of her advisory role, she is a 50% owner and officer of Bkreed, Inc., an S Corporation organized for tax purposes. 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 institutional consulting, with a focus that includes public finance and municipal services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Madison Sherman is a financial advisor at Raymond James & Associates with Series 66 registration and one year of industry experience. Prior to joining Raymond James, Sherman held roles at Water and Flour and Chickies and Pete's, as well as working in education at The University of Tampa and Moorestown School District. Raymond James & Associates, Inc. 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 diverse client base including individuals, corporations, pension plans, and government entities, with a notable presence in municipal and public finance.

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

Series 63

St. Petersburg, FL

Raymond James & Associates

Jeffrey Julien is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James Financial and Raymond James & Associates since 1983. Julien serves on the advisory board for Elk River Greens and is a member of the finance committee at Elk River Club, a privately owned country club. He also participates in the finance and investment committee at Feather Sound Church. 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, with a notable emphasis on municipal and institutional consulting services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Gary F

Series 63

St. Petersburg, FL

Raymond James & Associates

Gary Franklin is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting services 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 supports municipal and institutional clients through specialized divisions.

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

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Dale Darr is a CFP®-certified financial advisor with 13 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at Fifth Third Securities, Fifth Third Bank, and Wells Fargo Clearing. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting through its Wealth Advisory Services Program and institutional consulting services, with a distinctive focus on municipal and public finance clients.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Andrew G

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Gregory is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds Series 63 and Series 66 credentials and has three years of industry experience. Prior to joining Raymond James in 2022, he was with Gregory LLC for 16 years. 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 both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Rebecca Schroeder is a financial advisor with Raymond James & Associates in Clearwater, FL, holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James & Associates since 2007 and is also currently associated with Lakeside Christian School. 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, offering both tailored financial plans and institutional consulting services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Jeremy Brothers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2011. 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 asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Joseph L

CFP®, Series 66

St. Petersburg, FL

Raymond James & Associates

Joseph Le Blanc is a CFP®-designated financial advisor with seven years of industry experience. He is currently with Raymond James & Associates and has previously worked at firms including Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, and Bank of America. 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, with a focus on both retail and institutional advisory services, including municipal and public finance work.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Nicholas Anderson is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation. He has recent experience at Raymond James & Associates and Upwork, along with prior roles in banking and corporate sectors including L'Oreal USA and UnitedBank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a diverse client base including individuals, institutions, and public entities, providing non-discretionary wealth advisory and investment consulting through its Wealth Advisory Services Program and institutional consulting offerings.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Gianmarco Barone is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Bank and Revature. Outside of his advisory role, he is a partner at Golden Egg Customs LLC, where he is involved in inventory management. 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 asset-allocation analyses, with both non-discretionary and discretionary portfolio management options.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Michelle L

Series 66

St. Petersburg, FL

Raymond James & Associates

Michelle Lynch Zebra is a Series 66-licensed financial advisor with Raymond James & Associates in Tampa, FL, with seven years of industry experience. She has been with Raymond James & Associates since 2004. Lynch serves as Treasurer and Board Member of the USF Foundations Board of Directors, assisting with fundraising and administration of private gifts to support the university’s teaching, research, and public service activities. 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 sponsors wrap fee advisory programs.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Cynthia Renzi is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing Services LLC. Cynthia is based in St. Petersburg, FL. 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 diverse client base that includes individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

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

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Robert Welsby is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining Raymond James in 2021, he worked at Charles Schwab & Co., Inc. and USAA Financial Advisors. Outside of finance, he is a part-owner of 5th Dimension Dance Center, LLC, where he assists with bookkeeping and event scheduling. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser offering wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities. The firm provides non-discretionary financial planning and utilizes an extensive affiliate network that supports integrated custody, product sourcing, and public finance services.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Joseph Cerreta is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab and USAA in various financial planning and advisory roles. 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, pension plans, corporations, and government entities, offering wealth advisory planning and institutional consulting through non-discretionary financial advice and a range of affiliated resources.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Rebekah P

Series 66

St. Petersburg, FL

Raymond James & Associates

Rebekah Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 21 years of industry experience. She has worked at Raymond James & Associates since 2019, with prior experience at Calton & Associates, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services. 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 investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Lianne Weber is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and six years of industry experience. She has been with Raymond James & Associates and its related entities since 2009. 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 maintains a notable presence in public finance and municipal advisory services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Mei Jing E

Series 66

St. Petersburg, FL

Raymond James & Associates

Mei Jing Edgerton is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has been affiliated with various Raymond James entities since 2017. Prior to her advisory role, she worked at Solid Rock Community School for three years. Raymond James & Associates is a broker-dealer and SEC-registered investment adviser managing over $500 billion in assets and serving a diverse client base including individuals, corporations, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting through comprehensive analytical tools and firm-sponsored programs, with notable expertise in municipal and public finance.

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

Series 66

St. Petersburg, FL

Raymond James & Associates

Adrien Roa is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Morgan Stanley, Bankers Life Securities, and Northwestern Mutual, among others. 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, and institutional clients. The firm also offers wrap fee advisory programs and institutional consulting, with a particular focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Michael F

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Ferrara is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes ten years at Wells Fargo Clearing and prior roles within Wells Fargo Advisors and Wells Fargo Bank NA. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance clients.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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