Largo, FL West Bay Drive Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,796

Across 934 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser overseeing roughly $501 billion in assets and supported by a nationwide adviser force. The firm serves a broad client base—individuals (including HNW clients), institutional and pension/profit‑sharing plans, charitable organizations, and state and municipal entities—and offers financial planning, non‑discretionary investment consulting through its Wealth Advisory Services Program, sponsorship of wrap fee advisory programs, and institutional consulting via its Institutional Fiduciary Solutions division.

Advisors at the firm deliver tailored plans based on fact‑finding interviews, risk profiling, and software‑driven analyses (including deterministic and probability modeling), but planning and consulting relationships are generally non‑discretionary with implementation decisions left to the client. RJA and its advisers draw on a range of portfolio management styles and affiliated research and sub‑advisers (equity, fixed income, and alternative strategies), and they supplement advice with firm research and model manager options described in the Brochure.

Noteworthy for a firm of its size, RJA provides municipal advisory services and is affiliated with a municipal advisor while also acting in market‑making and execution roles in municipal and government bonds—an arrangement that is less common among peers. The Brochure also highlights the firm’s SIMPLE IRA Employer Advisory & Consulting Services Program (SIACS), which targets small employers with plan‑level oversight and customizable menus (including American Funds and a QDIA option), and describes the extensive affiliate ecosystem (banks, trust companies, insurance agencies, and in‑house asset managers) and related conflicts that the firm manages through disclosures and supervisory policies.

Based on Raymond James & Associates

Expertise

General retirement planning Retirement income strategy Business succession planning

Based on Raymond James & Associates

Occupation focus

Founder/Business Owner Executive

Based on Raymond James & Associates

Location

2401 West Bay Drive

Largo FL 33770

Advisors at this office

5

Advisors at this office

user avatar

Gene M

Series 63, Series 65

Largo, FL

Raymond James & Associates

Gene Melamud is a financial advisor with Raymond James & Associates in Largo, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James since 1995. Outside of his advisory role, he assists his mother as a trustee delegate and power of attorney with her investments. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Beth D

Series 63, Series 66

Largo, FL

Raymond James & Associates

Beth Doyle is a financial advisor with Raymond James & Associates in Largo, FL, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She previously worked at Wells Fargo Clearing and J.P. Morgan Securities before joining Raymond James in 2018. Outside of her advisory role, she is a notary public in Trinity, FL. 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 government 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

Hunter B

CFP®, Series 63, Series 65

Largo, FL

Raymond James & Associates

Hunter Burnette is a CFP® professional with 3 years of industry experience, currently serving at Raymond James & Associates. Prior to joining Raymond James, he worked at Jaffe Tilchin Investment Partners and held roles at the University of South Florida and Gaylord Palms Resort and Convention Center. 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 and investment consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

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

Paul L

CFP®, ChFC®, Series 63, Series 65

Largo, FL

Raymond James & Associates

Paul Lentini is a financial advisor with Raymond James & Associates in Largo, FL, holding CFP® and ChFC® designations and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group. Lentini serves as a director for LEO Family Fun Day, Inc., planning an annual event supporting law enforcement families and related charitable causes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various advisory programs and emphasizes tailored, non-discretionary planning supported by proprietary research and multiple portfolio management styles.

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

Keith H

Series 66

Largo, FL

Raymond James & Associates

Keith Homme is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1998. 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 municipal 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
View complete list of advisors at this office
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