Lakewood Ranch, FL Lakewood Main Street Office

Steven Grossman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional consulting services.

James Dailey is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and with 13 years of industry experience. He previously worked at Franklin Templeton Distributors for five years before joining Raymond James in 2018. Dailey serves as a durable power of attorney and personal representative for his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Pamela Miller is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 33 years of industry experience. She worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside her advisory role, she is also a commissioned notary public in Sarasota, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a range of portfolio management styles and affiliated research.

Danielle Walls is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL. She holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2025, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2021 to 2025, and spent eleven years at The Ritz-Carlton, Sarasota. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients, offering financial planning, investment consulting, and institutional advisory services with a range of portfolio management styles and affiliated research.

Julia Laginess is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Star Wealth Advisors and John Hancock Investment Management Distributors. 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, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Elizabeth Green is a CFP® professional with 16 years of industry experience, currently serving at Raymond James & Associates. Her prior experience includes roles at Gulfside Bank, LPL Financial, Truist Advisory Services, BB&T, and Morgan Stanley Smith Barney. She holds board and finance committee memberships with the Education Foundation of Sarasota and the Lakewood Ranch Business Alliance, and is the owner of TrustPoint Bookkeeping LLC. 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 charitable organizations, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Dylan Page is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James & Associates since 2015. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alexandra Hatfield is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Chen Med and Heartland Dental. Hatfield serves as a finance and investment committee member for Meals on Wheels of Sarasota, where she supports budgeting and financial reporting for the nonprofit. 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 charitable organizations—and offers a range of financial planning and advisory services supported by extensive research and portfolio management options.

Blake Caldwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS from 2015 to 2018 before joining Raymond James in 2018. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Jeffrey Gartman is a financial advisor at Raymond James & Associates with 45 years of experience in the industry. He has been with Raymond James & Associates since 2005. He holds a Series 63 designation. 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 wide range of clients, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cole Hedge is a CFP® professional with five years of industry experience, currently with Raymond James & Associates. He previously held roles at Truist Advisory Services, UBS Financial Services, Bank of America, Merrill, and BB&T. Outside of advisory work, he is involved in managing a rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

William Body is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James & Associates since 1995. He serves as Treasurer on the Board of Directors at the Herrig Center for the Arts and is a partner in Tollis Enterprises, Inc. 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, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Ralph Platt is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Eric Whitman is a CFP®-certified financial advisor with Raymond James & Associates, bringing 41 years of industry experience. His prior roles include ten years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a trustee of a family trust. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

Eric Williams is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the CFP® and ChFC® designations. His prior experience includes roles at Truist Advisory Services and BB&T Securities. Outside of advising, he owns several limited liability companies unrelated to investment management. 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 a range of financial planning, investment consulting, and municipal advisory services.