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Eric H

Series 66

Saint Petersburg, FL

Raymond James Financial

Eric Harter is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with various Raymond James entities since 2016. 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 entities. The firm offers tailored, non-discretionary planning using analytical tools to help illustrate potential outcomes 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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Dwight H

Series 66

Saint Petersburg, FL

Raymond James Financial

Dwight Holmes is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Holmes is also the president of a support company unrelated to investment activities. 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 institutional clients. The firm offers tailored, non-discretionary consulting 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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Autumn B

Series 66

Saint Petersburg, FL

Raymond James Financial

Autumn Bonsall is a financial advisor with Raymond James Financial Services, Inc. in Saint Petersburg, FL, holding a Series 66 license and having 21 years of industry experience. She has been with Raymond James since 2005. Outside of her advisory work, Bonsall serves as a committee member and Development Committee Chair for Jobsite Theater, a nonprofit organization in Tampa, FL. 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 tailored to client goals 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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Gilbert S

Series 63, Series 66

Saint Petersburg, FL

Raymond James Financial

Gilbert Schisler is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company. Outside of his advisory work, he sells products on eBay on a part-time basis. 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 investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance advisory 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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Robert B

Series 66

Saint Petersburg, FL

Raymond James Financial

Robert Blenis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James Financial Services since 2003. Outside of his advisory role, he serves as Elder Board Chairman at Northside Baptist Church in Saint Petersburg, FL, where he leads board meetings and oversees pastoral care and board recruitment. 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 clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client decision-making, with specialized services in municipal finance and SIMPLE IRA employer consulting.

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

Series 66

St Petersburg, FL

Raymond James Financial

Lataney Levy is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds a Series 66 designation and has worked at various Raymond James entities since 2013. Outside of her advisory role, she is involved as an owner of a small cleaning service business where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning 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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Michael S

Series 66

Saint Petersburg, FL

Raymond James Financial

Michael Santos is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Citizens Securities, Inc., Ameriprise, and AXA Advisors. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning 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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Thomas G

Series 66

Saint Petersburg, FL

Raymond James Financial

Thomas Ghebrai is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he worked for Morgan Stanley and has also spent time in roles outside of financial services, including at Berns Steakhouse and 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 uses risk profiling and analytical tools to tailor its non-discretionary planning and consulting services and offers specialized programs such as 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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Heather S

Series 66

Saint Petersburg, FL

Raymond James Financial

Heather Schaul is a financial advisor at Raymond James Financial with 20 years of industry experience. She has been associated with various Raymond James entities since 2013 and previously worked at Webster University for 12 years. Schaul holds a Series 66 designation. 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 consulting 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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Jason G

Series 66

Saint Petersburg, FL

Raymond James Financial

Jason Goode is a financial advisor at Raymond James Financial Services Advisors with eight years of industry experience. He holds the Series 66 credential and has worked at Raymond James Financial Services Advisors, Morgan Stanley, and Edward Jones. Outside of advising, he is involved in several personal investment ventures, including CoLabs Holdings LLC and multiple Ballast Point Ventures funds. Raymond James Financial Services Advisors 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 planning and consulting supported by analytical tools and maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

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

Series 63, Series 66

Saint Petersburg, FL

Raymond James Financial

Scott Sundberg is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services Advisors Inc. and USAA Financial Advisors, among other roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to assist clients and supports municipal and public-finance services through a unique affiliated municipal advisor.

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

Series 63, Series 66

Saint Petersburg, FL

Raymond James Financial

Barry Strickland is a financial advisor at Raymond James Financial with 15 years of industry experience. He previously worked at Morgan Stanley and its Private Bank from 2015 to 2019 before joining Raymond James and its affiliated entities. He holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers programs such as wrap-fee advisory services and 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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Robert M

Series 66, Series 63

St Petersburg, FL

Raymond James Financial

Robert Matala is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has worked at firms including Foreside Financial Services, Northern Lights Distributors, and Symmetry Partners. 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 using analytical tools and supports advisory programs alongside municipal and public-finance work.

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

Series 66

St. Petersburg, FL

Raymond James Financial

Marcus Arakelian is a financial advisor at Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Merrill and various Raymond James entities dating back to 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized municipal and public-finance capabilities.

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

Series 63, Series 66

Saint Petersburg, FL

Raymond James Financial

Oliver Mansour is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Raymond James entities since 2016, with a brief tenure at LPL Financial. Mansour is based in Saint Petersburg, FL. 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 provides tailored, non-discretionary planning using risk profiling and modeling tools, and maintains specialized programs such as 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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Cameron B

Series 66

Saint Petersburg, FL

Raymond James Financial

Cameron Benishek is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, American Income Life, and Northwestern Mutual. Outside of advising, he has worked as a bartender at O'Bricks Irish Restaurant since 2017. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports its recommendations through various advisory programs.

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

Series 66

Saint Petersburg, FL

Raymond James Financial

Austin Brown is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2017, with prior experience at Source4Teachers and the University of Maine. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary advice aligned with client goals, and it supports municipal and public finance services 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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Matthew M

Series 66

Saint Petersburg, FL

Raymond James Financial

Matthew Mehltretter is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2009 and has over 27 years of experience in non-variable insurance. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools 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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Grace A

Series 63, Series 66

St. Petersburg, FL

Raymond James Financial

Grace Austin is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James Financial Services, Inc. since 2004. Outside of her financial career, she has been involved with S.R.G. Amy's Hallmark since 2000. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client decisions.

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

Series 66

Saint Petersburg, FL

Raymond James Financial

Alexander Keim is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James in various capacities since 2016. Outside of his advisory role, he serves as president of Innovatier Inc., where he manages annual accounting and shareholder updates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique arrangements such as affiliation with a municipal advisor and specialized SIMPLE IRA consulting programs.

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