St Petersburg, FL Carillon Parkway Office

Scott Nagorka is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Raymond James Financial since 2022, following prior roles at UBS Financial Services and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs with a distinctive municipal advisor affiliation and specialized retirement plan consulting services.

Elizabeth Emmons is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2010. 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 employs tailored, non-discretionary planning and consulting approaches that utilize risk profiling and analytical modeling to support client goals.

Kristine Bergin is a financial advisor with Raymond James Financial Services Advisors Inc. She holds Series 63 and Series 66 designations and has 28 years of industry experience. Her work history includes nine years at Raymond James and four years at GF Investments/Global Financial Private Capital, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Diane Bell is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 36 years of industry experience. She has worked with Raymond James Financial and its affiliate firms since 2008 and was previously associated with Valley Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports specialized municipal and public finance work through its affiliation with a municipal advisor.

Jonathan Richie is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2018. Prior to his current role, he was involved with the International Language Academy and owned J Richie Media, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor strategies to client goals and supports its extensive advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Byron Pollock is a financial advisor at Raymond James Financial in St. Petersburg, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2008 and Raymond James Financial since 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory program.

Joseph Meyer is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2013. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs, with a notable presence in municipal and public finance advising.

Ian Beresford is a financial advisor with Raymond James Financial Services Advisors Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2008 and is currently based in St. Petersburg, Florida. 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 planning and consulting services supported by analytical tools and maintains unique offerings such as municipal advisor affiliation and SIMPLE IRA Employer Advisory & Consulting Services.

Chase Mc Lendon is a financial advisor at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL, holding Series 63 and Series 65 licenses with six years of industry experience. His previous roles include positions at Trinity Wealth Securities L.L.C and Florida Financial Advisors, and he has also worked outside finance at the American Automobile Association and Celine. 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 institutions. The firm employs non-discretionary planning and investment consulting tailored to client goals, using analytical tools and risk profiling, and supports municipal and public finance work through a municipal advisor affiliation.

John Schoppe is a financial advisor at Raymond James Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2007. Outside of his advisory role, he is an author with a book available on Amazon and owns businesses focused on consulting for process improvement and technology integration, as well as a golf-related content and product review website. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced modeling tools to support client goals, with services spanning various advisory programs and institutional portfolio management.

Daniel Petre is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James since 2017, following a brief tenure at the FAA. 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, corporations, and institutional investors. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains programs that address municipal finance and SIMPLE IRA employer advisory services.

Stephen Platt is a financial advisor with Raymond James Financial in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Edward Jones and various Raymond James entities spanning from 2016 to the present. Outside of finance, he hosts a small interview podcast called Know It Some. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to provide tailored non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Gene Steinberg is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Morgan Stanley and T. Rowe Price. Steinberg is based in Saint Petersburg, Florida. 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 non-discretionary planning tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Melissa Robinson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 65 and Series 63 licenses and has 26 years of industry experience. Prior to joining Raymond James, she spent several years with J.W. Cole Advisors, Inc. and LPL Financial LLC. Robinson also provides investment advisory services through her independent firm, Flaharty Asset Management. 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 provides tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains a unique affiliation with a municipal advisor to support its public finance services.

Joshua Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His prior experience includes roles at T. Rowe Price and Grove Point Advisors. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses risk profiling and analytical modeling tools to support non-discretionary planning and offers unique services such as municipal and public-finance advising alongside a SIMPLE IRA Employer Advisory program.