A seasoned team of financial planners
and client service specialists.
We serve individuals, business owners and professionals living and working in Tampa who seek seasoned financial guidance for pursuing the goals and objectives associated with living a fulfilling and successful life.
We have 28 financial advisors representing more than 480 years of collective experience with credentials in many areas of specialty such as financial planning and wealth management.
Together with our additional experienced associates in operations and service, we have the people and resources firmly in place to look after the financial well-being of the individuals and families we serve.
Downtown Tampa
Financial Advisors
R. Troy Atlas, WMS
Senior Vice President, Investments
Branch Manager
Thomas S. Franke
Vice Chairman, Raymond James Financial
Leah Alderman, WMS
Financial Advisor
Damien Bertucelli
Financial Advisor
C. Michael Brill, CLU, ChFC
Vice President, Investments
Kevin Caldwell
Financial Advisor
L. Mark Carron, WMS
First Vice President, Investments
Trust & Retirement Plan Consultant
Jeremy Chaffin, CFP®
Associate Vice President, Investments
Gregory J. Geegan
Senior Vice President, Investments
Cynthia J. Gilmore, CFP®
Vice President, Investments
Rick Happle, CFP®
Senior Vice President, Investments
Jeff Kikoler, CFP®, CFA
Financial Advisor
T.J. King, CFP®, MBA
First Vice President, Investments
Gary W. Kleinman, WMS
Senior Vice President, Investments
Dennis R. Lindeman
Senior Vice President, Investments
Jeff Locker, CFP®, WMS
Financial Advisor
Investment Management Consultant
Eric Longphee, MBA
Financial Advisor
Michael J. McNair
Financial Advisor
Amanda Murphy, WMS
Vice President, Investments
Janet A. Nichols, CFP®
Senior Vice President, Investments
Ryan Nugent, WMS
Associate Vice President, Investments
Michael Ragsdale, WMS
Financial Advisor
Margaret Roset, CFP®
Vice President, Investments
Chad Tortorice, CFP®
Vice President, Investments
Jon M. Trombetto, WMS
Senior Vice President, Investments
Retirement Plan Consultant
Complex Operations Associates
Linda Van Pelt
Branch Operations Manager
Joanna Bever
Branch Operations Specialist
Joyce Darnell
Branch Operations Specialist
Susan Strandberg
Branch Operations Specialist
Service Associates
Laurie A. Bain
Registered Service Associate
Cathy Goins
Registered Service Associate
Pat Huggins
Service Associate
Meribeth LeGear
Service Associate
Linda Lucas
Service Associate
Brenda Sandifer
Registered Service Associate
Sandy Uhl
Registered Service Associate
Harbour Island
Financial Advisors
William Boas, WMS
Resident Manager
First Vice President, Investments
Geoffrey A. Simon, MBA
Senior Vice President, Investments
James R. Stanger, M.S., AEP, CFP®, ChFC
Financial Planner
CFP® | Certified Financial Planner™ | 
Certified Financial Planner Board of Standards, Inc., owns the certification marks above,
which it awards to individuals who successfully complete initial and ongoing certification requirements.