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St. Petersburg, FL Carillon Parkway Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

519

Of 5,790 advisors across 936 offices

Location

880 Carillon Parkway

St. Petersburg FL 33716

Advisors at this office

519

Advisors at this office

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Kevin W

Series 66

St. Petersburg, FL

Raymond James & Associates

Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Abner C

Series 66

St. Petersburg, FL

Raymond James & Associates

Abner Cordova is a financial advisor at Raymond James & Associates with a Series 66 credential and approximately one year of industry experience. Prior to joining Raymond James, he has held roles at a university fitness center and teaching positions at the University of Alabama and Bob Jones High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and institutional consulting services to a broad client base including individuals, pension plans, corporations, and public entities, utilizing a non-discretionary approach with integrated custody and affiliated sub-adviser networks.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Cory R

Series 66

St. Petersburg, FL

Raymond James & Associates

Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Kyle K

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Kyle Knecht is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual. Outside of finance, he has experience in the hospitality industry, having worked at several steakhouse establishments. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with capabilities in institutional consulting and municipal public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Travis C

Series 63, Series 66

St. Petersburg, FL

Raymond James & Associates

Travis Collum is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at IHT Wealth Management LLC and LPL Financial. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary advisory relationships and institutional consulting.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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My E

CFP®, Series 63

St. Petersburg, FL

Raymond James & Associates

My Edmonds is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is a board member and finance/investment committee member of the nonprofit Gulf Coast JFCS. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and governmental clients, offering both non-discretionary advisory and institutional fiduciary solutions.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Roberto A

Series 66

St. Petersburg, FL

Raymond James & Associates

Roberto Annoni Fuertes is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Carillon Fund Distributors, PennyMac Financial Services, and UBS. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, with notable capabilities in public finance and municipal services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Andrew C

Series 66

St. Petersburg, FL

Raymond James & Associates

Andrew Coughlin is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Patricia B

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Patricia Balezentis is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Citigroup Global Markets, Salomon Smith Barney Inc., and TIAA-CREF prior to joining Raymond James in 2018. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a focus that includes public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Xianwei C

Series 66

St. Petersburg, FL

Raymond James & Associates

Xianwei Cheng is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and having five years of industry experience. Cheng has been with Raymond James & Associates since 2016. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary advisory relationships and institutional consulting services.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Chrisonda M

Series 66

St. Petersburg, FL

Raymond James & Associates

Chrisonda McDonald is a Series 66-licensed financial advisor with Raymond James & Associates, bringing 24 years of industry experience. She has been with Raymond James in various capacities since 2009. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jad K

Series 63, Series 65

St. Petersburg, FL

Raymond James & Associates

Jad Khoury is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, Khoury is involved as a partner in real estate investment activities, including ownership in rental properties and serving as an authorized representative for a real estate investment company. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Jake S

Series 66

St. Petersburg, FL

Raymond James & Associates

Jake Szymanski is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Raymond James and has experience in the hospitality sector, including positions at Melting Pot of Buffalo and Route 78 Street Bar. Raymond James & Associates is a dually registered broker‑dealer and SEC‑registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and government entities. The firm provides non‑discretionary wealth advisory planning and investment consulting through comprehensive analysis and recommendations, supported by an extensive affiliate network and active involvement in municipal and public finance.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Tanner H

CFP®

St. Petersburg, FL

Raymond James & Associates

Tanner Helsel is a CFP® certificant with four years of industry experience, currently serving at Raymond James & Associates in St. Petersburg, FL. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Associated Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering services primarily on a non-discretionary basis with access to extensive affiliate resources and public finance capabilities.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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Rikki F

Series 66

St. Petersburg, FL

Raymond James & Associates

Rikki Fletcher is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. She has been with Raymond James since 2018 following four years in full-time education. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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