St. Petersburg, FL 1st Avenue N. Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

5

Of 6,461 advisors across 2,959 offices

Location

2713 1st Avenue N.

St. Petersburg FL 33713

Advisors at this office

5

Advisors at this office

user avatar

Donald M

CFP®, Series 66

Saint Petersburg, FL

Raymond James Financial

Donald Mc Elroy Jr. is a CFP®-designated financial advisor with 13 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked within various Raymond James entities since 2012 and is also involved with Frey Masterson Investment Advisors in Saint Petersburg, FL. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by risk profiling and analytical modeling, and it offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Tristen H

Series 66

St. Petersburg, FL

Raymond James Financial

Tristen Hasson is a financial advisor at Raymond James Financial with Series 66 credentials. He has less than one year of industry experience and is concurrently affiliated with Frey Masterson Investment Advisors. Prior to his current role, he has held positions at several firms including Northwestern Mutual Investment Management and Bernardo Wealth Planning LLC. Hasson is also involved in studying for additional licenses and supports financial planning activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA employer services.

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

Colby M

Series 63, Series 65

St. Petersburg, FL

Raymond James Financial

Colby Masterson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He serves on the Board of Directors for the Give Hope Foundation and acts as Trustee for an irrevocable trust. Additionally, he is a partner in several business ventures, including COBYMARK, LLC and SonHaven Holdings. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

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

Kirsten S

Series 66

St. Petersburg, FL

Raymond James Financial

Kirsten Seymour is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 22 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Raymond James and Frey Masterson Investment Advisors, where she currently serves as an associate involved in client services and trade support. Raymond James Financial Services Advisors, Inc. offers 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 uses tailored, non-discretionary planning tools and supports municipal and public finance work, with specialized programs such as SIMPLE IRA Employer Advisory and partnerships with professional organizations.

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

Thomas H

Series 65, Series 63

St. Petersburg, FL

Raymond James Financial

Thomas Hake is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He is the owner of Hake Investment Group and serves as a neutral arbitrator in FINRA arbitration proceedings. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a range of specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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")