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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 credentials and bringing 30 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he owns the Institute for DROP Consultants, which promotes DROP-related research and licensing of the Certified DROP Consultant certification. 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management approaches.
Braulio C
Series 66
St. Petersburg, FL
Raymond James & Associates
Braulio Castillo Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Fidelity 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 client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and affiliated research.
Kristine R
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Kristine Reed is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and 65 registrations and 18 years of industry experience. She has been with Raymond James affiliates since 2015 and is a 50% owner and officer of Bkreed, Inc., a privately held S corporation organized for tax purposes. Raymond James & Associates serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. The firm offers a range of portfolio management styles supported by affiliated research and specializes in municipal advisory services alongside market-making and execution roles in municipal and government bonds.
Madison S
Series 66
St. Petersburg, FL
Raymond James & Associates
Madison Sherman is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Water and Flour and Chickies and Pete's. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Jeffrey J
Series 63
St. Petersburg, FL
Raymond James & Associates
Jeffrey Julien is a financial advisor at Raymond James & Associates with 40 years of industry experience. He has been with Raymond James since 1983. Outside of his advisory role, Julien serves on the finance committee of a private country club and participates in finance and advisory committees for local organizations, including a church and a golf course. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services through various programs and employs a range of portfolio management styles supported by affiliated research and sub-advisers.
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 31 years of industry experience. He has been with Raymond James & Associates since 2013. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.
Dale D
CFP®, Series 66
St. Petersburg, FL
Raymond James & Associates
Dale Darr is a CFP® with 13 years of industry experience, currently affiliated with Raymond James & Associates. His prior roles include positions at Fifth Third Securities, Wells Fargo Clearing, BB&T Investment Services, and Morgan Stanley. He is based in St. Petersburg, FL. 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, providing tailored financial planning and advisory services with a variety of portfolio management strategies.
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 licenses and has three years of industry experience. Prior to joining Raymond James in 2022, he operated Gregory LLC for sixteen years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.
Rebecca S
Series 66
St. Petersburg, FL
Raymond James & Associates
Rebecca Schroeder is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 16 years of industry experience. She has been with Raymond James & Associates since 2007 and is also affiliated with Lakeside Christian School since 2026. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a national network of advisers and a variety of portfolio management strategies.
Jeremy B
Series 66
St. Petersburg, FL
Raymond James & Associates
Jeremy Brothers is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2011 and holds a Series 66 designation. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and government entities, providing financial planning, investment consulting, and institutional fiduciary services.
Joseph L
CFP®, Series 66
St. Petersburg, FL
Raymond James & Associates
Joseph Le Blanc is a CFP® with seven years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Neuberger Berman, Franklin Distributors, Merrill, Fidelity Investments, Bank of America, and Mass Mutual. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.
Nicholas A
Series 66
St. Petersburg, FL
Raymond James & Associates
Nicholas Anderson is a Series 66 licensed financial advisor at Raymond James & Associates with no prior industry experience. His career background includes roles at L'Oreal USA, CFO Alliance, Inc., and several banking institutions. He is also engaged with Upwork in a concurrent capacity. 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, investment consulting, and municipal advisory services.
Gianmarco B
Series 66
St. Petersburg, FL
Raymond James & Associates
Gianmarco Barone is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. His prior work includes roles at Raymond James, Revature, Regions Bank, ServPro, and State College of Florida. He is also a partner in Golden Egg Customs LLC, a business involved in inventory management. 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 financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.
Michelle L
Series 66
St. Petersburg, FL
Raymond James & Associates
Michelle Lynch Zebra is a Series 66 licensed financial advisor at Raymond James & Associates with 8 years of industry experience. She has been with Raymond James since 2004. Lynch serves as Treasurer and a board member of the USF Foundations Board of Directors, a nonprofit focused on raising and administering private gifts to support the University of South Florida’s teaching, research, and public service activities. 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, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide adviser network.
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 Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing Services LLC. 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, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.
Robert W
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Robert Welsby is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Raymond James in 2021, he held roles at Charles Schwab 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 large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and advisory services through various programs and emphasizes tailored, client-directed strategies supported by in-house research and multiple portfolio management styles.
Joseph C
Series 66
St. Petersburg, FL
Raymond James & Associates
Joseph Cerreta is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds the Series 66 designation and has 19 years of industry experience. His prior work includes roles at Charles Schwab and USAA Financial Services. 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, advisory programs, and institutional consulting supported by various portfolio management styles and affiliated research.
Rebekah P
Series 66
St. Petersburg, FL
Raymond James & Associates
Rebekah Powers is a Series 66-credentialed financial advisor with over 21 years of industry experience. She has worked at Raymond James & Associates since 2019 and previously held roles at Calton & Associates, Inc., Cetera Advisor Networks LLC, and Summit Brokerage Services. Powers is based in St. Petersburg, FL. 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 diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Lianne W
Series 66
St. Petersburg, FL
Raymond James & Associates
Lianne Weber is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked at various divisions of Raymond James since 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.
Mei Jing E
Series 66
St. Petersburg, FL
Raymond James & Associates
Mei Jing Edgerton is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of experience at the firm. Her prior work includes seven years with Raymond James & Associates and three years at Solid Rock Community School. 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 diverse client base, including individuals, institutional investors, and charitable organizations, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management styles.
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