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Joseph G

Series 66

St. Petersburg, FL

Raymond James Financial

Joseph Godbout is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked with multiple firms including Purshe Kaplan Sterling Investments and Valic Financial Advisors. He is also involved as an associate employee with Goodrich Wealth Planning in St. Petersburg, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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David M

Series 65

St. Petersburg, FL

Raymond James Financial

David Mevoli is a Series 65-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in St. Petersburg, FL. He has two years of experience in the financial industry and is also involved in Cross Stone Management LLC, where he handles financial recordkeeping for tax filings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized offerings.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Darren S

Series 66

St Petersburg, FL

Raymond James Financial

Darren Speizer is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and Family Wealth Solutions. He is also president of Speizer Wealth LLC, an independent support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal and retirement plan clients.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Patricia L

Series 66

St Petersburg, FL

Raymond James Financial

Patricia Lewis Picard is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. She is also involved as a Client Associate at Speizer Wealth LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients, delivering tailored, non-discretionary advisory services supported by advanced analytical tools and a broad advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Thomas P

CFP®, ChFC®, Series 63, Series 65

St. Petersburg, FL

Raymond James Financial

Thomas Panos is a CFP® and ChFC® with 30 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2003, following earlier roles at A. G. Edwards & Sons, Inc. He is also CEO and president of Panos Wealth Partners Group, Inc., a support company offering financial products through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Clifford C

Series 63

St. Petersburg, FL

Raymond James Financial

Clifford Cook is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 63 designation and over 41 years of industry experience. He has been with Raymond James since 2015 and is also the owner and president of Clifford Cook Wealth Management, a support company based in St. Petersburg, Florida. 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, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Sean G

CFP®, Series 63, Series 66

St. Petersburg, FL

Raymond James Financial

Sean Goodrich is a CFP® professional with 28 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with various Raymond James entities since 2000 and is the sole owner of Goodrich Wealth Planning. Outside of advisory work, he owns Goodrich Ventures of Florida, LLC. 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, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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