Tampa, FL W Snow Ave Office

Team
Updated today
Raymond James & Associates logo

Raymond James & Associates

Institution

Firm-wide stats for Raymond James & Associates

Total advisors

5,814

Across 937 offices

Clients per advisor

88 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

Location

1646 W Snow Ave, Suite 4

Tampa FL 33606

Advisors at this office

8

Advisors at this office

user avatar

Michael R

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Michael Ragsdale is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 1991 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a finance committee member and board secretary for Tampa Lighthouse For the Blind, a nonprofit organization. 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, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

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

Sharon D

Series 66

Tampa, FL

Raymond James & Associates

Sharon Dunaway Alt is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2012. 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, and nonprofit entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

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

Megan M

Series 66

Tampa, FL

Raymond James & Associates

Megan Miller is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. She previously worked at Crossley Shear, Inc and Raymond James Financial Services, Inc for nine years each before joining her current firm in 2017. Outside of her advisory role, she serves as president of her neighborhood homeowners association in Rockledge, FL. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice supported by extensive research and multiple portfolio management strategies.

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

Christopher N

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Christopher Noble is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of advising, he is a partner and owner of a business unrelated to investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary advisory services supported by a wide range of portfolio management styles, research resources, and municipal advisory capabilities.

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

Jeffrey Z

Series 66

Tampa, FL

Raymond James & Associates

Jeffrey Zurek is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Raymond James in 2018, he worked for UBS Financial Services from 2009 to 2018. He serves on the advisory board for the University of South Florida, participating as one of several finance professionals who advise on stock investments for the USF Foundation. 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 entities with 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

George F

Series 63, Series 65

Tampa, FL

Raymond James & Associates

George Fellios is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years before joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering tailored financial planning and advisory services 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

Cecelia P

Series 66

Tampa, FL

Raymond James & Associates

Cecelia Perez is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and with eight years of industry experience. She has been with Raymond James Financial since 2016. 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 charitable organizations—and offers a range of services such as 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

Corey S

Series 66

Tampa, FL

Raymond James & Associates

Corey Steadman Jr. is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2018. Outside of his advisory role, he is a partner in 756 Moreland LLC, a business that manages a second home. 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 offers financial planning and non-discretionary consulting supported by various portfolio management styles and affiliated research.

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")