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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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