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1,511 advisors near
33705
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Out of 400,000+ nationwide
Hannah M
Series 66
St. Petersburg, FL
Raymond James & Associates
Hannah Metcalf is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 designation and has worked previously at AllianceBernstein Investments and Merrill. 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, institutional and pension plans, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.
Thomas P
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Thomas Powers is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 40 years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets LLC. Powers serves on the Finance and Investment Committee of Ronald McDonald House Charities of Tampa Bay. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering tailored, non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.
Camille H
Series 66
St. Petersburg, FL
Raymond James & Associates
Camille Hernandez is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 26 years of industry experience. She has been with Raymond James & Associates since 1999. 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, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.
Muhamed R
Series 66, Series 63
St. Petersburg, FL
Raymond James & Associates
Muhamed Resic is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 66 and Series 63 licenses and having 10 years of industry experience. His prior experience includes five years at T. Rowe Price before joining Raymond James in 2020. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary approach that incorporates firm research and a variety of portfolio management styles.
Amanda I
Series 66
St. Petersburg, FL
Raymond James & Associates
Amanda Infante is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Insigneo. Her background also includes several years in education at the University of Florida and local schools. 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 institutional fiduciary solutions supported by a nationwide adviser network.
Jose M
CFP®, ChFC®, Series 65, Series 63
St. Petersburg, FL
Raymond James & Associates
Jose Marrero Jr. is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Charles Schwab Bank, Charles Schwab, and USAA Investment Management Company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Jared L
Series 66
Madeira Beach, FL
J.P. Morgan Securities
Jared Lohden is a Series 66-licensed financial advisor with J.P. Morgan Securities and has 14 years of industry experience. He has worked with various entities within the J.P. Morgan organization since 2011, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.
Andrew S
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Andrew Skinner is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and five years of industry experience. His background includes roles at The Vanguard Group and experience in the golf industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management strategies.
Rolondo B
Series 63, Series 65
Tierra Verde, FL
Primerica Advisors
Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.
Jozsi P
Series 63
St. Petersburg, FL
Raymond James & Associates
Jozsi Popper is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James & Associates since 2001. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.
Dominique I
Series 63, Series 65
St. Petersburg, FL
Raymond James & Associates
Dominique Ingold is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Raymond James & Associates since 2008. 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, pension plans, and charitable organizations, offering financial planning and investment consulting through various programs and an extensive affiliate network.
Jacquelyn M
Series 66
St. Petersburg, FL
Raymond James & Associates
Jacquelyn Metcalfe is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at Raymond James in various capacities since 2013. Outside of her advisory work, she owns Nighty Noodles, LLC, a business providing sleep consultations and sleep plans for families with children who have trouble falling asleep. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, delivering tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management styles.
Anna V
Series 66
St. Petersburg, FL
Raymond James & Associates
Anna Van Santvoord is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked at SunTrust Bank and in various roles including at Families & Children Together (F.A.C.T.). Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary advisory relationships supported by a range of portfolio management styles and firm research.
Scott B
Series 66
St. Petersburg, FL
Raymond James & Associates
Scott Bambach is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2014. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.
Victor A
Series 66
St Petersburg, FL
J.P. Morgan Securities
Victor Arruda Rosenshteyn is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch, Darwin Wealth Management, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Scott C
Series 66
St. Petersburg, FL
Raymond James & Associates
Scott Casimiri is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2010. 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 institutional fiduciary solutions.
Carl L
PFS™
Largo, FL
Cetera
Carl Lee is a financial advisor at Cetera with the PFS™ designation. He has been with Cetera since 2025 and previously worked at Zen Again LLC, Intuit, Skar Audio, Amgen, and PricewaterhouseCoopers. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account authorities.
Lorin H
Series 66
St. Petersburg, FL
Raymond James & Associates
Lorin Hamisak is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 14 years of industry experience. His prior firms include UBS Financial Services and Wells Fargo Advisors. Outside of finance, he serves as a CrossFit coach at a local gym. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Daniel H
Series 66
St. Petersburg, FL
Raymond James & Associates
Daniel Herraiz is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2024, he worked at Bank of America, N.A. and Merrill from 2018 to 2024. He is also involved with Live Well by L. 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, pension plans, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.
Timothy B
Series 63, Series 66
St. Petersburg, FL
Raymond James & Associates
Timothy Brady is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at USAA Financial Planning Services and Cruises Inc. He is based in St. Petersburg, Florida. 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, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.
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1,511 advisors near
33705
within the area shown on the map
Out of 400,000+ nationwide