Tampa, FL N Tampa St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

9

Of 6,461 advisors across 2,959 offices

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, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Raymond James, Shelton worked at TradeSmith and Fidelity Brokerage Services. Outside of advising, Shelton has been involved with All Seasons Wealth as an associate. 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, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients implement investment strategies through its 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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Henry T

Series 66

Tampa, FL

Raymond James Financial

Henry Tschopp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 credential and has prior experience at Morgan Stanley. Outside of advising, he is involved as an associate employee in accounting and wealth management support roles through companies related to his advisory work. Raymond James Financial Services Advisors 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 offers non-discretionary planning tailored to client goals and supports municipal and public finance work, as well as employer advisory programs like SIMPLE IRA consulting.

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 with Raymond James Financial in Tampa, FL, holding a Series 66 designation and two years of industry experience. She has worked at several firms including Morgan Stanley and All Seasons Wealth, where she currently 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 employs tailored, non-discretionary planning and analytical tools to support client goals and offers 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
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Bryce A

Series 66

Tampa, FL

Raymond James Financial

Bryce Alley is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including UBS Financial Services and Providence Family Offices, and is currently associated with All Seasons Wealth as part of 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting, supported by advanced analytical tools and municipal advisory services uncommon among large institutional advisors.

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 in Tampa, FL, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley for nine years before joining Raymond James and its affiliated entity, All Seasons Wealth, where he is an associate. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and incorporates technology and AI in its operations, alongside specialized services in municipal finance and SIMPLE IRA 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 CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Tampa, FL. He has been involved with Hausinger Financial, LLC since 2011 and has held roles at Raymond James Financial Services Advisors, Inc. since 2010. Outside of his advisory work, he serves as President of All Seasons Accounting Services, LLC and is a partner investor in the parent company of 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling 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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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
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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
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