Jacksonville, FL Riverside Avenue Office

Stephanie Lesso is a financial advisor at Raymond James & Associates with 13 years of industry experience. She held positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2025 before joining her current firm. She serves as a board member on the Federation Finance Committee, contributing to investment and budget oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Timothy Baker is a financial advisor with Raymond James & Associates in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 24 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base ranging from individuals and high-net-worth clients to institutions and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services through multiple portfolio management styles and affiliated research resources.

Katharyn Smith is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2011. Smith serves as a board member for The Arc of Jacksonville, a nonprofit organization. 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 clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Nicole Nishimoto is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Capital City Bank, and SunTrust over an eight-year span. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser serving individuals, institutional clients, charitable organizations, and public entities. The firm offers financial planning and non‑discretionary investment consulting, relying on fact-based analyses and a range of portfolio management styles supported by affiliated research and model managers.

Caleb Cronic is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Navy. Caleb is an officer and CEO of the United States Naval Academy Alumni Association in Jacksonville, FL, and serves as a trustee for Southside Baptist Church. 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 broad client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Ellis Jr. is a financial advisor at Raymond James & Associates with 19 years of industry experience and holds the Series 66 designation. He has been with Raymond James & Associates since 2012. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Casey Bulgin is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Bulgin serves on the advisory board of Health Education To Reduce OBS and participates in the finance committee at Timuquana Country Club. 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, investment consulting, and institutional fiduciary services.

William Shepard is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Shepard is involved in several nonprofit organizations, including serving as founder and board member of the Gator Club of Jacksonville and CEO of Gateway To Hope, Inc., a nonprofit focused on feeding the hungry and assisting ex-prisoners. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Jennifer Sturm is a financial advisor at Raymond James & Associates with 23 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. She holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Robin Mcnally is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds the Series 63 designation and has been with Raymond James since 2009. Outside of her advisory role, she is listed as a co-owner of a local hair salon managed by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and model managers.

Michael Taras is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Lincoln Investment, Capital Analysts of Jacksonville, and Merrill. Raymond James & Associates is a 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 range of portfolio management styles and affiliated research resources.

John Davis is a CFP® professional with 30 years of industry experience, currently serving with Raymond James & Associates since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as Vice President and Treasurer on the board of the 200 Club of Jacksonville, an organization that distributes funds to families of fallen law enforcement officers and firefighters. 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, investment consulting, and municipal advisory services.

Adam Campbell is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and a variety of portfolio management strategies.

Melissa Gillespie is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for eight years combined. Outside of her advisory role, she owns and manages JEM Restorations LLC, focusing on business administration and marketing. 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 municipalities, offering financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

Caroline Wilson is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Raymond James, she worked at Fidelity Investments and Fidelity Brokerage Services for a total of five years. 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, charitable organizations, and public entities, offering financial planning and consulting services with a range of portfolio management strategies and municipal advisory capabilities.