Tampa, FL N Tampa Street Office

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

James Warren III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a trustee for private trusts in Tampa, FL. 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.

Reagan Fricke is a financial advisor at Raymond James & Associates in Tampa, FL, holding a Series 66 designation with two years of industry experience. He has been with Raymond James in various capacities since 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Craig Federer is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James since 2014. Federer serves as a board member and finance operations committee member for the Tampa Theatre, a nonprofit organization. Raymond James & Associates offers 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 provides tailored financial plans and investment recommendations, serving both retail and institutional clients, including municipal entities.

Cory Kleinman is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016. Kleinman serves on the Junior Advisory Board of The First Tee of Tampa Bay, where he volunteers teaching life skills to underprivileged youth through golf. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, corporations, and government entities, using a non-discretionary approach that emphasizes comprehensive planning and client implementation authority.

William Day II is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. He holds Series 63 and Series 65 licenses and is based in Tampa, FL. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets, providing wealth advisory planning and investment consulting services to a diverse client base that includes individuals, institutions, and government entities. The firm offers planning and investment consulting on a non-discretionary basis and has notable capabilities in municipal and public finance, supported by an extensive affiliate network.

Jane Greer is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation. Prior to joining Raymond James, she worked at Target for 16 years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base including individuals, institutions, and governmental entities, emphasizing non-discretionary planning and investment recommendations.

Gabriel Mbulo is a financial advisor with Raymond James & Associates in Tampa, FL. He holds the CFP® and ChFC® designations and has 27 years of industry experience. His prior work includes nine years at Edward Jones and five years at Raymond James & Associates before his current tenure. Outside of finance, he is a co-owner and director of Tonz of Fun LLC, a youth sports program provider. 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 advisors. The firm offers wealth advisory planning and investment consulting for a broad client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by an extensive affiliate network and specialized public finance capabilities.

Philip Jordan is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years. Jordan holds Series 63 and Series 65 credentials and is based in Tampa, FL. 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 provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance.

Charles Curtis Jr. 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. He has been with Raymond James-affiliated firms since 2013, including his current role at Raymond James & Associates since 2018. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Salvatore D'Alessandro is a financial advisor at Raymond James & Associates with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, as well as various roles in education and entertainment sectors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management serving a broad client base including individuals, institutional clients, and government entities. The firm provides non-discretionary wealth advisory planning and investment consulting, supported by a large affiliate network and specialized municipal and public finance services.

Jody Clark is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James since 2013. Clark serves as a board member of After School All-Stars, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Marsha Werner is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves on the Finance and Investment Committee of the Ocean Pearl Condominium Association, a nonprofit organization. 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 also offers institutional consulting and public finance services, combining investment advisory with public financing and municipal work.

James Ritchie is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Smith Barney LLC and Hartford Funds Management Company, LLC. 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 both discretionary and non-discretionary advisory relationships.

Robert Wetzork Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and government entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.