Top financial advisors in St. Petersburg, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to or living in St. Petersburg, FL, and managing significant assets, you need advisors who understand how to navigate Florida's unique tax landscape. A common mistake is assuming no state income tax means no tax planning is needed, which overlooks federal taxes and local property and sales taxes.
- Federal tax focus. Confirm how they integrate federal income tax strategies with your overall financial plan, since Florida lacks state income tax.
- Property tax insights. Ask how they help manage property tax exposure, especially given Florida's reliance on property taxes for funding.
- Homestead protection knowledge. Verify their experience with Florida's strong homestead protections, which can impact wealth migration and estate planning.
- Sales tax considerations. Discuss how they factor in Florida's sales tax and tourism-related taxes when planning your cash flow and spending.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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William P
CFP®, PFS™, Series 63, Series 65
St Petersburg, FL
Edelman Financial Engines
William Puckett brings 24 years of experience and CFP® and PFS™ credentials, making him well-equipped to address complex retirement income strategies and tax-loss harvesting relevant to St. Petersburg's tax environment. Affiliated with Edelman Financial Engines, a large firm offering technology-enabled advisory services and flexible flat-fee options, he stands out for managing both customized portfolios and institutional clients, providing a broad range of investment approaches compared to other local advisors.
Experience: 24 years
Avg account: $375,508
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Eric A
Series 63, Series 65
St. Petersburg, FL
STIFEL
Eric Allen's 38 years of experience and focus on general retirement and income planning equip him to address the complex tax considerations for clients in St. Petersburg, FL. Affiliated with Stifel, a large firm serving diverse clients including institutions and municipalities, he leverages a proprietary investment methodology, distinguishing him from advisors at smaller firms with less comprehensive resources.
Experience: 39 years
Avg account: $773,556
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Mark D
Series 63, Series 65
St. Petersburg, FL
Amuni Financial, Inc.
Mark Donohue's 47 years of experience and Series 63 and 65 licenses equip him to address the complex federal tax and property tax considerations unique to St. Petersburg, FL. His firm, Amuni Financial, Inc., manages $159.7 million with a fundamental, long-term investment approach and offers fee-based portfolio management, distinguishing him with a comprehensive service model for high-net-worth clients and trusts.
Experience: 48 years
Avg account: $684,749
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Kayla P
Series 66
St. Petersburg, FL
Cambridge Investment Research Advisors
Kayla Pelletier, based in St. Petersburg, FL, offers expertise in retirement income strategy and plans for business owners, which can be crucial for managing federal tax implications and retirement planning in Florida's unique tax environment. Affiliated with Cambridge Investment Research Advisors, a large firm, she provides flat-fee and AUM-based services, supporting diverse clients including executives and retirees, which may offer broader resources compared to smaller firms.
Experience: 6 years
Avg account: $378,281
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Barry H
CFA®, Series 63
St Petersburg, FL
Raymond James Financial
Barry Haas brings 29 years of experience and CFA® credentials to clients in St. Petersburg, FL, offering expertise in retirement and business succession planning with a focus on cash flow and budgeting. Affiliated with Raymond James Financial, a large firm known for flat-fee and hourly fee structures, he serves a diverse clientele including high-net-worth individuals and pension plans, providing tailored financial planning without discretionary management.
Experience: 29 years
Avg account: $700,796
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