Treasure Island, FL Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

4

Of 5,810 advisors across 937 offices

Location

Treasure Island FL

Advisors at this office

4

Advisors at this office

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Patricia B

Series 63, Series 65

Treasure Island, FL

Raymond James & Associates

Patricia Bennett is a financial advisor with Raymond James & Associates in Treasure Island, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior firms include Bank of America and Merrill. She is the owner of The Bennett Group, LLC, a non-investment-related business, and is associated with U Racing Stable, LLC, a business related to investments managed by her husband. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary consulting supported by extensive research, municipal advisory services, and a wide range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Luis G

Series 63, Series 65

Treasure Island, FL

Raymond James & Associates

Luis Garcia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. 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 charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by extensive research and a wide range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Waldemar V

Series 63, Series 65

Treasure Island, FL

Raymond James & Associates

Waldemar Vidal is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 1984. Outside of his advisory role, he serves as president of the Smuggler's Cove Condominium Association in Treasure Island, Florida. 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 with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, offering a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marie V

Series 63

Treasure Island, FL

Raymond James & Associates

Marie Vidal is a financial advisor at Raymond James & Associates with 57 years of industry experience. She has been with Raymond James & Associates since 1984. Vidal holds the Series 63 designation and is based in Treasure Island, Florida. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a focus on tailored, non-discretionary advice supported by firm research and a range of portfolio management styles.

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