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Carlos M
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Carlos Munozlucas is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Munozlucas serves as Chair of the Investment Committee and is a member of the Board of Trustees and Finance Committees for Associated Catholic Charities, Inc. 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 individual, institutional, and municipal clients, delivering non-discretionary financial planning and supporting public finance and municipal advisory services.
Matthew W
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Matthew Weber is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Stephens Inc. and Calton & Associates, as well as C&D General Services. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, offering non-discretionary wealth advisory planning and investment consulting supported by a broad affiliate network and active involvement in municipal and public finance.
Anna M
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Anna Manning is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked with Raymond James since 2016 and is also involved as a real estate sales agent with Keller Williams Tampa Properties. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting, supported by a broad affiliate network and active municipal and public finance capabilities.
Ryan H
Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Ryan Hoge is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Franklin Templeton Distributors Inc. and Carillon Fund Distributors, Inc. before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with services supported by a large affiliate network and specialized capabilities in municipal and public finance.
Benjamin R
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Benjamin Runnells is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with Raymond James since 2018, and prior to that, he was with USAA Financial Advisors and USAA Investment Management Company from 2013 to 2018. Raymond James & Associates, Inc. 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 with municipal and public finance clients, offering integrated services through an extensive affiliate network and firm-sponsored programs.
Andrea O
Series 66
St. Petersburg, FL
Raymond James & Associates
Andrea Osbourn is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 18 years of industry experience. She has been with Raymond James & Associates since 2006 and is based in St. Petersburg, FL. Outside of her advisory role, she is a partner in a non-investment-related business owned by her husband but does not have active responsibilities there. 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 governmental entities, offering wealth advisory planning and investment consulting, with a notable emphasis on municipal and public finance advisory services.
Ronald C
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Ronald Caffrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he manages three rental properties inherited from his father. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a broad 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.
Sean O
Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Sean Obrien is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Charles Schwab and Raymond James Financial. 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 advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities, delivering recommendations on a non-discretionary basis supported by extensive research and a broad affiliate network.
Dragan P
Series 66
St. Petersburg, FL
Raymond James & Associates
Dragan Paravinja is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James in various capacities since 2016. 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, as well as state and municipal governments. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.
Tyson B
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Tyson Bryant is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2011. 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 both non-discretionary and discretionary advisory services and is notable for its public finance and municipal work alongside its retail advisory offerings.
Colton H
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Colton Hendrix is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Brighthouse Financial. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base with wealth advisory planning, investment consulting, and institutional services, offering non-discretionary advice and a range of firm-sponsored investment programs.
Alexis G
Series 63, Series 65, Series 66
St. Petersburg, FL
Raymond James & Associates
Alexis Guilbeau is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63, 65, and 66 designations and bringing 10 years of industry experience. Prior to joining Raymond James in 2020, Alexis held roles at DoorDash, Ameriprise Financial Services, and several other companies. Outside of financial advising, Alexis owns and operates a baking business called alexis bakes. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and municipal entities, offering wealth advisory planning and institutional consulting through non-discretionary portfolio recommendations.
William H
Series 66
St. Petersburg, FL
Raymond James & Associates
William Heath is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 credential and five years of industry experience. He has worked at Morgan Stanley and LPL Financial prior to joining Raymond James. Outside of financial services, he is president of Sunken Labs LLC, a company involved in marketing, content creation, manufacturing, and distribution. 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.
Michael K
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Michael Kostrub is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Capital Management, E*TRADE Securities, and T. Rowe Price. He is based in St. Petersburg, FL. Raymond James & Associates provides financial planning and investment consulting to a broad 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, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.
Jorge R
Series 65, Series 63
St. Petersburg, FL
Raymond James & Associates
Jorge Recio is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include six years at Wells Fargo Clearing and two years at Wells Fargo Advisors, LLC. He is based in St. Petersburg, Florida. 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 advice supported by extensive research and a broad affiliate network.
Jill F
Series 66
St. Petersburg, FL
Raymond James & Associates
Jill French is a Series 66-licensed financial advisor with Raymond James & Associates in St. Petersburg, FL, where she has worked since 2011. She has 20 years of industry experience. 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 municipal finance services.
Antonio W
Series 66
St. Petersburg, FL
Raymond James & Associates
Antonio Witherspoon is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has worked with Raymond James and its affiliates since 2006. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, pension plans, corporations, and government entities, offering non-discretionary financial planning and access to firm-sponsored wrap fee programs and institutional consulting services.
Toriano F
Series 66
St. Petersburg, FL
Raymond James & Associates
Toriano Faulkner is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. Outside of his advisory role, he is involved with the West Largo Congregation of Jehovah's Witnesses Inc. 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 also provides institutional consulting and sponsors wrap fee advisory programs.
Sean L
Series 66
St. Petersburg, FL
Raymond James & Associates
Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Based in St. Petersburg, FL, his career has been focused within the firm. 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 supported by firm research and planning tools, with a notable presence in public finance and municipal work.
Halle B
Series 66
St. Petersburg, FL
Raymond James & Associates
Halle Besler is a financial advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Her work history includes roles at the University of Florida and various educational institutions before joining Raymond James. 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 offers wealth advisory planning, investment consulting, and institutional services to a broad client base including individuals, pension plans, corporations, and government entities, delivering advice through a non-discretionary approach supported by extensive affiliate networks.
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