Tampa, FL N Tampa St Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

5

Of 10,209 advisors across 5,115 offices

Location

100 N Tampa St

Tampa FL 33602

Advisors at this office

5

Advisors at this office

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David D

Series 66

Tampa, FL

Cetera

David Deweese is a financial advisor with Cetera in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at PNC Investments and SunTrust Advisory Services. Outside of his advisory role, he serves as a volunteer board member for the Salvation Army and Gulf Coast Dental, providing dental services to those in need, and also acts as a volunteer board treasurer for Cambridge Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers along with multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Raymond H

Series 63, Series 65

Tampa, FL

Cetera

Raymond Hand is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Regions Bank, Truist Advisory Services, and BB&T. Outside of his advisory role, he serves as an elder board member at Freedom Family Church, where he oversees financial matters. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and access to various third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Donald M

CFP®, Series 66

Tampa, FL

Cetera

Donald Mandeville is a CFP® with 17 years of industry experience and is currently affiliated with Cetera. He has held positions at Regions Bank, Truist Advisory Services, and BB&T Securities among others. He serves as Vice Chair on the Board of Directors for Lighthouse of Pinellas Inc., where he participates on the finance, development, and governance committees. Cetera Investment Advisers LLC is an SEC-registered firm supporting a network of over 10,000 independent advisors and serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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William S

Series 63, Series 66

Tampa, FL

Cetera

William Smith is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Cetera and Regions Bank since 2017 and previously at SunTrust Advisory Services. In addition to his advisory role, he serves as a wealth advisor at Regions Bank, focusing on non-securities activities such as customer service for deposit accounts, loans, and credit card applications. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephanie S

Series 66

Tampa, FL

Cetera

Stephanie Stanfield is a financial advisor at Cetera with 22 years of industry experience. She holds the Series 66 designation and has worked at Cetera Investment Services LLC since 2016 and Regions Bank since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with a wide range of program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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