Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,510 advisors near
33705

Out of 400,000+ nationwide

user avatar
firm logo

Paul M

ChFC®, Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Paul Manfrey is a financial advisor with Raymond James & Associates in St. Petersburg, FL. He holds the ChFC® designation and Series 63 and 65 licenses, and has 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Michael M

Series 66

St. Petersburg, FL

Raymond James & Associates

Michael Min is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked with ASC Trust and New York University. 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, pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Gavin M

Series 66

St. Petersburg, FL

Raymond James & Associates

Gavin Mc Lay is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. His background includes roles at Raymond James & Associates, Florida State University, Boaters Republic, and Northeast High School. Outside of advisory work, he serves as a captain for hire through Outta Line Fishing Charters. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

William T

Series 63, Series 66

Saint Petersburg, FL

Raymond James Financial

William Thurber is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding Series 63 and Series 66 licenses. He has three years of industry experience, including prior roles at Fidelity Investments and Raymond James Financial Services. Outside of finance, he has experience with the Oak Square YMCA. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary advice using 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
user avatar
firm logo

Carrie E

Series 63

St. Petersburg, FL

Raymond James & Associates

Carrie Esposito is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 63 designation and 12 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Since 2022, she has also served as the Pinellas County Supervisor of Elections. 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Aidan S

Series 66

St. Petersburg, FL

Raymond James & Associates

Aidan Strzempka is a financial advisor at Raymond James & Associates with a Series 66 designation. He has recently begun his career in the industry and has prior experience at Edward Jones and Bowden's. 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 broad client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through multiple advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

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
user avatar
firm logo

Michael M

Series 63, Series 65

Clearwater, FL

Wells Fargo Advisors

Michael Marley is a financial advisor with Wells Fargo Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2014, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports & entertainment planning.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Jared E

Series 66

Petersburg, FL

UBS Financial Services

Jared Emerick is a financial advisor at UBS Financial Services in Petersburg, FL, holding a Series 66 designation with six years of industry experience. He has worked at UBS since 2019 and previously held roles at No Rules Offshore Adventures Inc. and Al Seer Marine Supplies. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services through its broad platform.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Christopher B

CFA®

St. Petersburg, FL

Raymond James & Associates

Christopher Butler is a CFA® charterholder affiliated with Raymond James & Associates in St. Petersburg, FL, with 23 years of industry experience. He has been with Raymond James & Associates since 2002. Butler serves on the board of Big Brothers Big Sisters of Tampa Bay and is the incoming Board Chair starting in 2026. 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, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

David T

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

David Tomberlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at T. Rowe Price Investment Services, Inc. for eight years before joining Raymond James in 2018. Outside of his advisory role, he serves on the JDRF Tampa Bay Chapter Walk Committee and as the Gala Logistics Chair. Raymond James & Associates is a large institution overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

William S

Series 66

Tampa, FL

J.P. Morgan Securities

William Salansky is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was with Scottrade Investment Management and related entities from 2015 to 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Wealth management Executive Founder/Business Owner
user avatar
firm logo

Hunter T

Series 66

St. Petersburg, FL

Raymond James & Associates

Hunter Timmons is a financial advisor at Raymond James & Associates with the Series 66 designation and less than one year of industry experience. His prior work includes roles at Liberty University, S.C. Thomas & Associates, and various positions in education and retail. 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 consulting services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Felicia S

Series 66

St. Petersburg, FL

Raymond James & Associates

Felicia Salfran is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 66 designation and has worked at notable firms including Merrill Lynch and Bank of America. Her career also includes five years at the University of South 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Becir C

Series 66

St Petersburg, FL

Edward Jones

Becir Cesko is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2021, he held positions at Raymond James/Revolution Technologies and Mcadam Financial and was a full-time student from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard for its advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Jesse B

Series 66

Seminole, FL

Edward Jones

Jesse Black is a financial advisor at Edward Jones in Seminole, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was self-employed with Form Fit Design for 25 years and worked with Creative Pinellas and American Stage Theatre Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

John F

Series 63, Series 65

St Pete Beach, FL

Wells Fargo Advisors

John Farren is a financial advisor with Wells Fargo Advisors in St. Pete Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Outside of his advisory work, he co-owns a watersports rental business in St. Pete Beach. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services like business-owner transition and special-needs planning, and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Eric F

Series 63, Series 66, Series 65

St. Petersburg, FL

Charles Schwab

Eric Fenger is a financial advisor with Charles Schwab in St. Petersburg, FL, holding Series 63, Series 65, and Series 66 licenses and bringing 24 years of industry experience. He has previously worked at Fisher Investments, Swan Global Investments, Northern Lights Distributors, and Franklin Templeton Distributors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment options. The firm’s integrated structure supports a wide range of investment solutions and centralized operational services.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar
firm logo

Jeremy D

Series 65, Series 66

St. Petersburg, FL

Raymond James & Associates

Jeremy Dunford is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 65 and Series 66 licenses and 26 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 charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar
firm logo

Luis G

Series 66

St. Petersburg, FL

Raymond James & Associates

Luis Garcia is a financial advisor at Raymond James & Associates with a Series 66 designation and four years of industry experience. He has been with the firm since 2021, following his time as a full-time college student. 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 broad client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")