Tampa, FL S Moody Ave Office

Elizabeth Wyatt is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at The Vanguard Group, Sadik And Associates, Northwestern Mutual, and Raymond James. 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 and pension plans, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on customized, non-discretionary client solutions.

John O'Rourke is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and in the catering industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Andrew Mc Ilvaine is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Cushman & Wakefield. Outside of his advisory role, he is a proprietor of a family-owned vacation home business occasionally rented to offset carrying costs. 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, non-discretionary investment consulting, and institutional services supported by a broad range of portfolio management styles and affiliated research.

Jamie Wills is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 12 years. Outside of his advisory role, he is a partner and limited business owner at MidSouth Icehouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm provides financial planning and investment consulting through a variety of portfolio management styles and research resources, with a focus on non-discretionary relationships where clients make implementation decisions.

Charles Mulfinger II is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. His prior experience includes more than three decades at Citigroup Global Markets and over a decade at Morgan Stanley in various roles. Outside of advising, he is a partner in MH Lending, an LLC used for personal investments. 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 investment consulting with a range of portfolio management styles and affiliated research.