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Erik K

Series 63, Series 66

St. Petersburg, FL

Raymond James Financial

Erik Keim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Raymond James since 2014, including his current role since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and various organizations. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability 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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Savina M

Series 66

Saint Petersburg, FL

Raymond James Financial

Savina Mintcheva is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 24 years of industry experience. She has worked at Raymond James Financial Services since 2003 and has been involved in real estate investment since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools and supports its clients through various advisory programs and institutional consulting services.

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

Series 63, Series 65

Saint Petersburg, FL

Raymond James Financial

Angela Kelly is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Raymond James & Associates, Bank of America, and Merrill. 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, pension plans, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and it 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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Kerry M

Series 66

St. Petersburg, FL

Raymond James Financial

Kerry Mullin is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 23 years of industry experience. He has been associated with various Raymond James affiliates since 2016. 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 uses tailored, non-discretionary planning and analytics to support client goals and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 63, Series 66

St Petersburg, FL

Raymond James Financial

Molly Ambrosino is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2019, following prior roles at INVEST Financial Corp and LaSalle Street Securities, 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, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals while maintaining specialized services in municipal and public finance.

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

Series 66

Saint Petersburg, FL

Raymond James Financial

John Tholen is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 2006. Outside of his advisory work, he has ownership in a rental real estate property, though he is not involved in its day-to-day management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to 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 affiliations uncommon among large institutional advisors.

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

Series 63, Series 65

Saint Petersburg, FL

Raymond James Financial

David Sisemore is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James since 2004, including 17 years with its Financial Services Advisors division 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, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports institutional consulting and portfolio management through a large advisor network.

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

Series 63, Series 66

St Petersburg, FL

Raymond James Financial

Debora Duis is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds the Series 63 and Series 66 designations 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 diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while also maintaining specialized services such as municipal advisory 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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George C

Series 66

St. Petersburg, FL

Raymond James Financial

George Chiariello is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with various Raymond James entities since 2007. Chiariello is reactivating a dormant real estate license for potential personal real estate activities. 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, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to illustrate potential outcomes and supports clients 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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