Tampa, FL W Azeele St Office

Nathaniel Woods is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and several other firms and organizations. Outside of financial advising, he has experience with businesses including Danforth Communications, LLC, and Obscurity Brewing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs and specialized services.

Jonathan Wax is a CFP® professional with 30 years of industry experience, currently serving at Raymond James Financial in Tampa, FL. He has worked at Raymond James Financial Services, Inc. since 2002 and was a principal at Waller & Wax Advisors, Inc. for ten years. Wax is active in several nonprofit organizations in the Tampa area, holding board and finance committee roles with Champions for Children, Conn Memorial Foundation, and Copperhead Charities. 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 employs analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting solutions and supports an extensive network of advisors and affiliated firms.