Naples, FL Pine Ridge Road 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

1421 Pine Ridge Road, Suite 300

Naples FL 34109

Advisors at this office

23

Advisors at this office

user avatar

Ilona B

Series 63, Series 65

Naples, FL

Raymond James & Associates

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.

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

Manuel B

Series 66

Naples, FL

Raymond James & Associates

Manuel Benitez is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2025, he worked at Bank of America and Merrill from 2017 to 2025 and spent a year with the Children's Home Society of Florida. Outside of his advisory role, he is the CEO of Driven Athletics, a business providing online personal training programs. 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, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

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

David R

Series 66

Naples, FL

Raymond James & Associates

David Ray is a financial advisor with Raymond James & Associates in Naples, FL, holding a Series 66 designation. He has prior experience at Wollman Gehrke and Associates P.A. and served in various legal and governmental roles, including at the University of Toledo College of Law, the State Attorney Office for the 20th district of Florida, and the Ohio Senate. 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 public 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

Paul T

Series 66

Naples, FL

Raymond James & Associates

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.

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

David D

Series 63, Series 65

Naples, FL

Raymond James & Associates

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.

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

Joel G

Series 66

Naples, FL

Raymond James & Associates

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.

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

Kevin W

CFP®, Series 63, Series 65

Naples, FL

Raymond James & Associates

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.

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

Geoffrey H

Series 66

Naples, FL

Raymond James & Associates

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.

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

Pamela M

CFP®, Series 66

Naples, FL

Raymond James & Associates

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.

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

Shannon H

CFP®, Series 66

Naples, FL

Raymond James & Associates

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.

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

Daniel H

Series 66

Naples, FL

Raymond James & Associates

Daniel Hawley is a financial advisor with Raymond James & Associates in Naples, FL. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he worked at Hodges University for several years and was a partner and owner of a business sourcing and selling products via Amazon. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 services.

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

Nancy G

Series 66

Naples, FL

Raymond James & Associates

Nancy Gillespie is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. She has worked at Raymond James since 2022, following 13 years at Morgan Stanley and two years at Citigroup Global Markets. 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 and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

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

Seth T

Series 66

Naples, FL

Raymond James & Associates

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.

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

Michal S

Series 63, Series 65

Naples, FL

Raymond James & Associates

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.

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

Pasquale E

Series 63, Series 65

Naples, FL

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)