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Sheavae G
Series 66
Tampa, FL
Raymond James & Associates
Sheavae Gilbert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked briefly at Citi Bank in 2021 and has experience connected to Saint Leo University both as a student and employee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.
Carla J
Series 66
Tampa, FL
Raymond James & Associates
Carla Johnson is a financial advisor at Raymond James & Associates in Tampa, FL, holding a Series 66 designation with seven years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is involved in managing rental real estate jointly owned with her sister. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.
James S
CFP®, Series 63
Tampa, FL
Raymond James & Associates
James Stanger is a CFP® with 51 years of industry experience and has been with Raymond James & Associates since 2008. He serves on the finance and investment committee of the Community Foundation of Tampa Bay. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves 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.
Geoffrey S
Series 63, Series 66
Tampa, FL
Raymond James & Associates
Geoffrey Simon is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 66 licenses and possessing 34 years of industry experience. He has been with Raymond James since 2008 and serves on the Florida Council On Economic Education. Simon also acts as a trustee managing a family health and wellbeing trust and is involved in a family-owned residential investment real estate business. 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 and consulting services with a range of portfolio management styles, supported by extensive research and affiliated resources.
Cameron D
Series 66
Tampa, FL
Raymond James & Associates
Cameron Diehl is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2007. 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.
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