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1,544 advisors near
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Brock R
Series 66
Saint Petersburg, FL
Raymond James Financial
Brock Rydell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has eight years of industry experience. Prior to his current role, he worked at Apple, Inc. and has held various positions within the ride-sharing sector. Outside of advising, he is president and owner of DBON, LLC, a business formerly used for rental real estate activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network with advisory programs and institutional consulting services.
Jill F
Series 66
St. Petersburg, FL
Raymond James & Associates
Jill French is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2011. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.
Christopher H
Series 63, Series 66
St Petersburg, FL
Edward Jones
Christopher Hudson is a financial advisor with Edward Jones in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.
Antonio W
Series 66
St. Petersburg, FL
Raymond James & Associates
Antonio Witherspoon is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 23 years of industry experience. He has been associated with various divisions of Raymond James since 2006. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Bartley B
Series 63, Series 65
St. Petersburg, FL
UBS Financial Services
Bartley Bates is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2007. Outside of advisory work, he is involved with Wrap It Up Pilings, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of financial products.
Toriano F
Series 66
St. Petersburg, FL
Raymond James & Associates
Toriano Faulkner is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc. and Northwestern Mutual Wealth Management Company. He is also active with the West Largo Congregation of Jehovah's Witnesses. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and consulting services that rely on detailed fact-finding and risk assessments.
Aaron C
Series 66
Pinellas Park, FL
LPL Financial
Aaron Cross is a Series 66-licensed financial advisor with LPL Financial and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at Donlan Wealth Management, LLC and The Investment Center, Inc., among other firms. Outside of his advisory roles, he is involved with Donlan Wealth Management as a registered business entity associated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various management options.
Sean L
Series 66
St. Petersburg, FL
Raymond James & Associates
Sean Lonergan is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutional and pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Keith A
Series 63, Series 65
St Pete Beach, FL
Merrill
Keith Azar is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He serves clients from the Merrill East Lansing, Michigan office, focusing on delivering holistic wealth management and planning. Keith’s expertise includes individual and corporate retirement plans, corporate executive services, investment consulting for defined benefit and defined contribution plans, legacy planning, portfolio management, and socially responsible investing. Keith began his career with Merrill in January 1994 and has over 30 years of experience in the financial services industry. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree in Financial Administration from Michigan State University. Originally from Clinton Township, Michigan, Keith now resides in Bath, Michigan with his wife, Jen, and daughter, Veronica. Outside of work, he enjoys adventure sports, boating, reading, and spending time with his family.
Ken T
Series 66
St. Petersburg, FL
Raymond James Financial
Ken Tsukiyama is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 19 years of industry experience. He has been affiliated with various Raymond James entities since 2007. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Halle B
Series 66
St. Petersburg, FL
Raymond James & Associates
Halle Besler is a financial advisor with Raymond James & Associates holding a Series 66 designation and no prior industry experience. Her background includes roles at the University of Florida and Notre Dame High School. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.
Katie R
Series 66
St Petersburg, FL
Edward Jones
Katie Reuter is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 license and two years of industry experience. She has operated a coaching business, One Step Media DBA Kate Reuter Coaching, since 2018, providing virtual life and mindset coaching based on a Human Design assessment approach. Prior to joining Edward Jones, she held roles in hospitality and the music industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its large nationwide advisor network and affiliated capabilities, including trust services and proprietary mutual funds.
David S
CFP®, Series 63
Largo, FL
Raymond James Financial
David Scigliuto is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., where he has worked since 2016. He has 39 years of industry experience. Outside of his advisory role, he owns and manages several businesses, including a support company and other ventures unrelated to investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and retirement plan advisory services.
Thomas T
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Thomas Thornton is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 1990. Thornton serves on the advisory board of Citywire, contributing to the organization of content for conferences and research discussions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and advisory services that emphasize non-discretionary investment consulting supported by firm research and a range of portfolio management strategies.
Matthew P
CFP®, Series 66
St. Petersburg, FL
Raymond James & Associates
Matthew Presy is a CFP® professional with 13 years of experience, currently with Raymond James & Associates since 2010. He holds the Series 66 designation and is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, consulting, and institutional fiduciary services through multiple portfolio management styles and affiliated research.
Michael C
Series 66
Largo, FL
Cetera
Michael Costello is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has prior experience at Achieva Credit Union and the Pinellas County Sheriff’s Office. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable accounts, and institutional investors. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options including model portfolios, third-party managers, and bespoke strategies.
Raymond P
Series 65
St. Petersburg, FL
Raymond James & Associates
Raymond Pratt III is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 65 designation and 22 years of industry experience. He worked at Edward Jones for four years before joining Raymond James & Associates in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.
Thomas P
Series 63, Series 66
Saint Petersburg, FL
Raymond James Financial
Thomas Piazza is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, Merrill, and Wells Fargo Advisors. 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 analytical tools such as risk profiling and probability modeling to support its recommendations.
Benjamin B
ChFC®, Series 66
St. Petersburg, FL
Raymond James & Associates
Benjamin Bayly is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the ChFC® and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Bayly serves as Treasurer for the St Raphael Catholic School Home and School Association, where he is involved in organizing and preparing financial statements. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.
Robert B
Series 66
St. Petersburg, FL
Raymond James & Associates
Robert Burns is a financial advisor at Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation with 27 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large institution with a nationwide adviser force managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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1,544 advisors near
33707
within the area shown on the map
Out of 400,000+ nationwide