Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael C
CFP®, Series 63, Series 65
New Port Richey, FL
Raymond James Financial
Michael Cox is a CFP® with 30 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at Coastal Bay Wealth Management since 2022 and previously worked at Wells Fargo Advisors. Cox is also involved with the Pasco County Mosquito Control District. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers unique programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Nicholas B
Series 66
New Port Richey, FL
Raymond James Financial
Nicholas Bogdan is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at Raymond James since 2023. Outside of his advisory role, he is affiliated as a financial advisor with Coastal Bay Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals and supports municipal and public finance work through a unique affiliation.
Nicholas M
Series 66
New Port Richey, FL
Raymond James Financial
Nicholas Manns is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing from 2017 to 2021 and has experience in both education and wealth management firms. He is a partner in Coastal Bay Tax & Consulting and serves as vice president of Coastal Bay Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by analytical modeling and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters