Tampa, FL N Tampa St Office

Team
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Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

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

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

100 N Tampa St, Ste 3750

Tampa FL 33602

Advisors at this office

9

Advisors at this office

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Matthew C

CFP®, Series 66

Tampa, FL

Raymond James Financial

Matthew Coffey is a CFP® with 13 years of experience at Raymond James Financial Services Advisors, Inc., based in Tampa, FL. He holds Series 66 registration and has worked with Raymond James since 2013. Outside of his advisory role, Coffey is a partner in MedicareSIP, where he participates in strategic development and investment. 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 investors. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and a range of advisory programs.

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

Series 63, Series 66

Tampa, FL

Raymond James Financial

Kelly Shelton is a financial advisor with Raymond James Financial in Tampa, FL, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to his current role, he worked at TradeSmith and Fidelity Brokerage Services and has experience outside finance, including a position at Two Sticks Bakery. Shelton is also associated with All Seasons Wealth, a support company for Raymond James. 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 investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and supports its services through a large 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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Henry T

Series 66

Tampa, FL

Raymond James Financial

Henry Tschopp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL. He holds the Series 66 designation and has two years of industry experience, including prior work at Morgan Stanley. In addition to his advisory role, he supports All Seasons Wealth and assists with accounting services at All Seaons Accunting Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports investment implementation through advisory programs and affiliated providers.

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

Series 66

Tampa, FL

Raymond James Financial

Araceli Trejo Rojo is a financial advisor at Raymond James Financial in Tampa, FL, holding a Series 66 designation with three years of industry experience. She has worked at several firms including Morgan Stanley and All Seasons Wealth, where she is also actively involved. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, offering tailored, non-discretionary advice through a broad network of advisors and supporting municipal and public finance work.

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

Series 66

Tampa, FL

Raymond James Financial

Bryce Alley is a financial advisor with Raymond James Financial in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has worked with Raymond James and affiliated firms since 2018 and was previously employed at UBS Financial Services. He is also associated with All Seasons Wealth, where he serves as an associate. 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 institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a 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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Richard D

Series 66

Tampa, FL

Raymond James Financial

Richard Detweiler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously spent nine years at Morgan Stanley before joining Raymond James and All Seasons Wealth in 2023. 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 nonprofit organizations. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to support client goals, with a notable focus on municipal advisory services and specialized employer retirement plan consulting.

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

CFP®, Series 65, Series 63

Tampa, FL

Raymond James Financial

Jeffrey Hausinger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tampa, FL, holding the CFP® designation and Series 65 and 63 licenses. He has 27 years of industry experience, including prior roles at Merrill and Valic Financial Advisors. Outside of his advisory work, he is president of All Seasons Accounting Services, LLC and a partner in Next Level Brands, LLC, an investor group that owns several local restaurants. 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 uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals while supporting wrap-fee programs and institutional portfolio management.

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

CFA®, Series 66

Tampa, FL

Raymond James Financial

Jason Dimeo is a CFA® charterholder with 16 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James Financial Services, Inc. since 2010 and operates All Seasons Wealth. He is also the owner of Superior Insurance Partners, LLC, where he oversees overall business strategy. Raymond James Financial Services Advisors, Inc. offers comprehensive financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Jonathan E

Series 63, Series 65

Tampa, FL

Raymond James Financial

Jonathan Espinal Cabrera is a financial advisor at Raymond James Financial with 13 years of industry experience. He previously worked at Primerica Advisors and Tripleseat. His outside business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work uncommon among large institutional advisors.

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
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