Land O Lakes, FL Amberfield Drive Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

7

Of 6,461 advisors across 2,959 offices

Location

20635 Amberfield Drive, Suite 102

Land O Lakes FL 34638

Advisors at this office

7

Advisors at this office

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Laura W

Series 66

Land O'Lakes, FL

Raymond James Financial

Laura Warneke is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. She has worked at Raymond James Financial Services, Inc. and Independent Financial Services. Outside of her advisory role, she owns Tiny Tinis, a business focused on making, advertising, and shipping products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Branden S

CFP®, Series 66

Land O'Lakes, FL

Raymond James Financial

Branden Sears is a CFP®-certified financial advisor with 12 years of experience at Raymond James Financial Services Advisors, Inc. He is based in Land O’Lakes, Florida, and has held his advisory roles there since 2014. Outside of this, he is also involved with Independent Financial Services, where he serves as an associate and portfolio technician in a financial advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public finance through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rachel P

Series 66

Land O Lakes, FL

Raymond James Financial

Rachel Peeler is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Independent Financial Services, and Rooted Planning Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary financial planning and consulting using analytical tools such as risk profiling and probability modeling.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kelly B

Series 66

Land O'Lakes, FL

Raymond James Financial

Kelly Bowe is a financial advisor at Raymond James Financial with nine years of industry experience. She holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2016. Outside of her advisory role, she also serves as a branch manager for Independent Financial Services in Land O'Lakes, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers personalized, non-discretionary planning using analytical tools to evaluate potential outcomes and supports its recommendations through various advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jodi P

CFP®, Series 63, Series 65

Land O Lakes, FL

Raymond James Financial

Jodi Perez is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc. She has 40 years of industry experience and has held roles at multiple financial firms since 2012. Perez is also a partner in Holliday/Perez, LLC, which owns the office building where her practice is located. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network, with specialized municipal and public finance services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jeannie H

CFA®, Series 63, Series 65

Land O Lakes, FL

Raymond James Financial

Jeannie Holliday is a CFA® charterholder with 42 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2012. Her prior work includes roles with Network Professionals Inc. She is also involved in a business that owns and leases office space in Land O Lakes, Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non‑discretionary planning and investment consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance offerings.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Alexander E

Series 66

Land O Lakes, FL

Raymond James Financial

Alexander Ezra is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds the Series 66 designation and has worked in financial services since 2017, including prior roles at Publix and the University of South Florida. Alexander serves on the advisory board of Darby Community Church, where he provides guidance on financial stewardship and accountability. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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