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Scott N

Series 63, Series 65

Saint Petersburg, FL

Raymond James Financial

Scott Nagorka is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James Financial since 2022, following prior roles at UBS Financial Services and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs with a distinctive municipal advisor affiliation and specialized retirement plan consulting services.

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

Series 66

St Petersburg, FL

Raymond James Financial

Elizabeth Emmons is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2010. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting approaches that utilize risk profiling and analytical modeling to support client goals.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James Financial

Kristine Bergin is a financial advisor with Raymond James Financial Services Advisors Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Her work history includes nine years at Raymond James and four years at GF Investments/Global Financial Private Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory work 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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Diane B

Series 66

Saint Petersburg, FL

Raymond James Financial

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 36 years of industry experience. She has worked with Raymond James Financial and its affiliate firms since 2008 and was previously associated with Valley Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports specialized municipal and public finance work through its affiliation with a municipal advisor.

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

Series 66

St Petersburg, FL

Raymond James Financial

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

Series 66

St. Petersburg, FL

Raymond James Financial

Byron Pollock is a financial advisor at Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2008 and Raymond James Financial since 2020. 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, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

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

Series 66

Saint Petersburg, FL

Raymond James Financial

Todd Schober is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked with Morgan Stanley and Steward Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation.

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

Series 66

St. Petersburg, FL

Raymond James Financial

Joseph Meyer is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. 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 offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs, with a notable presence in municipal and public finance advising.

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

Series 66

St. Petersburg, FL

Raymond James Financial

Ian Beresford is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2008 and is currently 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and maintains unique offerings such as municipal advisor affiliation 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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Chase M

Series 65, Series 63

Saint Petersburg, FL

Raymond James Financial

Chase Mc Lendon is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 designations and five years of industry experience. He has worked at Raymond James since 2022 and previously at Trinity Wealth Securities L.L.C. and Florida Financial Advisors. Prior to his advisory career, he held positions at the American Automobile Association, Celine, Ultimate Staffing, and the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and partnerships, 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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John S

Series 66

St. Petersburg, FL

Raymond James Financial

John Schoppe is a financial advisor at Raymond James Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is an author with a book available on Amazon and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review website. 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 offers tailored, non-discretionary planning and uses advanced modeling tools to support client goals, with services spanning various advisory programs and institutional portfolio management.

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

Series 66

Saint Petersburg, FL

Raymond James Financial

Daniel Petre is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked with various branches of Raymond James since 2011, including Raymond James & Associates, INC and Raymond James Financial Services Advisors. Prior to his career in finance, Petre was employed by the FAA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to assist clients in achieving their goals.

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

Series 66

Saint Petersburg, FL

Raymond James Financial

Stephen Platt is a Series 66-licensed financial advisor at Raymond James Financial with 11 years of industry experience. He has worked with Raymond James and its affiliates since 2016 and previously spent one year at Edward Jones. Outside of his advisory role, he hosts a small interview podcast called Know It Some, which is exploring advertising opportunities. 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 institutional investors. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, supports institutional portfolio management, and maintains unique municipal advisory capabilities.

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

Series 66

Saint Petersburg, FL

Raymond James Financial

Alaina Butler is a financial advisor at Raymond James Financial with four years of industry experience. She holds the Series 66 designation and has worked with various Raymond James entities since 2019. Outside of finance, she was involved with True Grit Fit in 2019. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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

Series 63, Series 66

Saint Petersburg, FL

Raymond James Financial

Gene Steinberg is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and T. Rowe Price. Steinberg is based in Saint 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, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 65, Series 63

Saint Petersburg, FL

Raymond James Financial

Melissa Robinson is a financial advisor with Raymond James Financial Services Advisors, Inc. holding Series 65 and Series 63 credentials and 25 years of industry experience. She previously worked at J.W. Cole Advisors and LPL Financial LLC, and she also operates Flaharty Asset Management, an independent investment advisory firm. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports its clients with analytical tools and specialized advisory programs.

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

Series 66, Series 63

Saint Petersburg, FL

Raymond James Financial

Joshua Johnson is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at T. Rowe Price and Grove Point Investments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs, including specialized services such as municipal and public finance consulting.

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

Series 66

St. Petersburg, FL

Raymond James Financial

Jessica Malley is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and having 11 years of industry experience. She has been with Raymond James since 2015 and previously worked at the University of South 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to illustrate potential outcomes, supporting clients through its advisory programs and specialized municipal and public-finance services.

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

Series 63, Series 66

St. Petersburg, FL

Raymond James Financial

Robert Lewis is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Raymond James since 2011. 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 institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and provides specialized municipal and public finance advisory services.

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

CFP®, Series 63

St. Petersburg, FL

Raymond James Financial

Kirk Bell is a CFP® with 26 years of experience in the financial industry, currently serving at Raymond James Financial Services, Inc. since 2000. He has been with Raymond James Financial Services Advisors Inc. for 12 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a municipal advisor affiliation uncommon among large institutional firms.

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