Naples, FL Pine Ridge Road Office

Ilona Box is a financial advisor with Raymond James & Associates in Naples, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Raymond James & Associates since 1997. Outside of her advisory role, she is a co-owner of Roaring Dusk Investments - Business Lane LLC, a commercial real estate investment. 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, institutions, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Manuel Benitez is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Raymond James & Associates and previously held roles at Bank of America and Merrill. Outside of finance, he is the CEO of Driven Athletics, a business offering personal training programs online. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting services through a range of portfolio management styles and supports clients with firm research and model manager options.

Paul Tedeschi is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves on the events committee and Young Friends Board of the Ronald McDonald House of Southern New Jersey and participates in Cycle for Survival, raising funds and awareness for ovarian cancer research. 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, and offers a range of financial planning and advisory services supported by research and multiple portfolio management strategies.

David Donabedian is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. 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, offering tailored financial planning and consulting services alongside a range of portfolio management strategies and municipal advisory services.

Joel Gravina Jr. is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of advisory work, Gravina is involved in managing real estate investments and serves on the finance and investment committee for Covenant Church of Naples. 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, supporting clients with a range of portfolio management styles and affiliated research resources.

Kevin Walker is a CFP® with 37 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Walker serves on the Board of Directors and Finance Committee for Neighborhood Health Clinic, Inc., a private foundation providing healthcare services to low-income, uninsured workers in Collier County, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a wide range of portfolio management styles and affiliated research.

Geoffrey Hunter is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James in various capacities since 2014. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Pamela Mitchell is a CFP® with 18 years of industry experience, currently with Raymond James & Associates since 2023. She previously worked at UBS Financial Services for 16 years. 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, and charitable and governmental entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Shannon Holland is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James & Associates. She has worked at Raymond James & Associates since 2013 and has also been involved with Collier County Public Schools since 2017. Raymond James & Associates is a large firm serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and advisory services with a range of portfolio management styles and emphasizes non-discretionary planning and consulting relationships.

Dmitriy Stepanov is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Naples, Florida. He serves individuals, families, and businesses, guiding clients to achieve financial objectives across various areas including investment management, multi-generational wealth planning, life insurance analysis, asset preservation, and philanthropic planning. Since beginning his career in wealth management in 2012, Dmitriy joined Merrill in 2019 and has significant experience advising on family wealth strategies, endowments, foundations, nonprofit services, retirement planning, tax minimization, socially responsible investing, and retirement income solutions. Dmitriy earned his Bachelor's Degree in International Affairs from Northern Arizona University and attended the University of Alaska Southeast. He holds the Personal Investment Advisor (PIA) designation and is fluent in Russian and English. He adheres to Merrill’s tradition of community involvement and volunteers with organizations locally. Dmitriy lives in Naples with his wife and three children and enjoys a range of personal interests including philanthropy, traveling, fishing, hiking, hockey, mixed martial arts, chess, gardening, ice hockey, music, reading, scuba diving, tennis, and volleyball.

Daniel Hawley is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has prior work experience with Hodges University and the United States Air Force. Outside of his advisory role, he is a partner and owner of a business that sources and sells products through Amazon. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Nancy Gillespie is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and 19 years of industry experience. She has worked at Morgan Stanley since 2009 and joined Raymond James & Associates in 2022. Raymond James & Associates, Inc. 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 investors, and municipal entities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Seth Townsend is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2011. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michal Szittai is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2014. 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.

Pasquale Evangelista is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James since 2010. Outside of his advisory role, he volunteers as a baseball coach at Bishop Verot Catholic High School. 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 tailored financial planning and consulting services with a variety of portfolio management options supported by research and affiliated advisers.