Gina Sakezles is a Branch Manager, Vice President (Investments) and an Investment Management Consultant for the Private Client Group of Raymond James & Associates in Sarasota, FL. She is an active member of the Investment Management Consultants Association (IMCA), the National Association of Female Executives (NAFE), and the American Association of University Women (AAUW), as well as being cited in America’s Registry of Outstanding Professionals and Manchester’s Who’s Who Registry of Executives and Professionals. Gina currently works with clients throughout the United States on issues such as financial planning for individuals and small businesses.

Gina completed her Bachelor of Science degree with a double major in Mathematics and Statistics at the University of Florida, including areas such as advanced calculus, experimental design, and stochastic processes. Her background enables her to appreciate and in simple terms explain the importance and logistics of financial planning through utilization of Monte Carlo Simulations. She has earned the designations of Chartered Mutual Fund Counselor (CMFC), Chartered Retirement Planning Counselor (CRPC), and Accredited Asset Management Specialist (AAMS) through the College of Financial Planning and Wealth Management Specialist (WMS) through Kaplan University. Gina has also completed the coursework for “Perspectives in the New Millennium at Wharton” at The Wharton School, University of Pennsylvania. Her love of numbers and people has led her to this position at Raymond James which enables her to assist her clients in their plans to create, grow, protect, and preserve their wealth.

To help clients make better decisions, Gina creates a partnership with them to develop a personalized detailed financial plan. This plan takes into account their goals, financial needs, risk tolerance, tax liabilities (both current and future), and any other personal consideration that might impact their financial decisions. The partnerships that Raymond James has developed with numerous companies allow Gina to select the most beneficial portfolio for her clients. Gina specializes in creating customized investment strategies, working with her clients to find the one that is most suitable for them. Her extensive team of Raymond James specialists, including Trust Planning, Insurance, Business Financial Services, Mortgages, and Asset Management, affords Gina and her clients the most comprehensive wealth management plan available in the industry.

Mary has a spent the majority of her working life in the financial industry.

She worked for 8 years at Merrill Lynch in operations department and then

20 years as a branch manager for Baker & Co.  She has also worked as an industry arbitrator. She has a BA in Social Economics from USF.

She joined Raymond James in 2005 as the Operations Manager.

Beyond financial advice, Allan offers his clients individualized attention based on personal relationships. In addition to being a fixed income specialist since 1980, Allan offers comprehensive financial planning services to help his client deal with their most important financial matters. A graduate of Syracuse University, Allan has certifications as Wealth Management Specialists and a Retirement Plan Consultant. Allan and his wife Tina enjoy fitness and sailing and most of all spending time with their sons, Wes and Dylan.

Raymond Frugia has over fifteen years experience in a wide variety of leadership, managerial and marketing positions worldwide from start-up to large organizations.

Primarily focused in international sales, marketing, management and investment, Ray obtained his MBA from the College of William and Mary in 1996 and an MPA from Troy State University in 1990. He achieved his BA in international business from the University of Puget Sound. Prior to college, Raymond served in the United States Air Force.

With over 25 years of experience in the investment field, John Meyer understands that satisfied clients are the key to success for a financial consultant. He knows that his clients expect him to be caring and attentive, as well as knowledgeable of investment strategies and opportunities. John strives to meet all of these criteria and more.

By taking time to explain all of his investment ideas in detail, John assures his clients they are important to him. He is never too busy to provide the personalized service that clients want to deserve.

John, a native of Chicago, and his wife, Carolyn, currently reside in Sarasota, where they enjoy boating, fishing, scuba diving and playing tennis.

Relationships built on trust, dependability and professionalism are the cornerstone of our business at Raymond James & Associates. Our high standards along with a commitment to excellence is what Lyn Rogers brings to her clients.

Offering personalized services to each of her clients, Lyn has built her practice on a diversified mix of portfolio management services, estate planning and retirement planning. Seeking lasting, quality relationships with clients, she strongly believes in asset allocation, encouraging clients to adopt common sense financial planning principles and to avoid trendy investment fads or speculative strategies.

Lyn joined Raymond James in 1992, following a successful 20-year career in real estate (having dealt with residential sales, property management and analysis of commercial investment properties for high-net-worth clients). Drawing on her many years of providing investment advice in the real estate field, she transitioned to the securities and financial planning side of the investment world, joined forces with her husband, Philip Rogers, CFP®, at Raymond James. Respected for her broad perspectives on investing, Lyn provides comprehensive investment and financial planning advice to a large number of individual investors, not only in Sarasota, but throughout the United States, Europe and Latin America.

Raymond James is pleased to have Lyn Rogers on our team. You too will be glad to have her on your own team of trusted personal advisors. We invite you to call today to schedule a free initial consultation.

Professional Experience:

Micheal Tutcher is an established veteran of the financial services industry. After fifteen years in the business, Mike moved his practice to Raymond James to give his clients even greater choices and flexibility. He joined our firm as a senior vice president of investments with the downtown Sarasota office in May 2006.

Mike is also a very active member of our community. He currently serves on the board of directors for the Asolo Theatre Company, is the treasurer of the South County YMCA Foundation and a member at Mission Valley Golf & Country Club.

Mike is also a highly regarded speaker in the financial services industry. Michael has conducted workshops and given seminars on many topics, including portfolio design, mentoring, client development, and practice management. Thousands in the industry have benefited from his unique background education and experience.

In addition to being honored with a National Quality Award he also has membership in the Million Dollar Round Table.

Education / Designations / Affiliations:

BA University of South Florida (Finance) 1991

MBA University of South Florida (Marketing) 1993

CLU The American College (Chartered Life Underwriter) 1995

ChFC The American College (Chartered Financial Consultant) 1996

REBC The American College (Registered Employee Benefits Consultant) 1998

Memberships:

National Association of Insurance and Financial Advisors

Society of Financial Services Professionals

Beta Gamma Sigma, National Honor Society for Collegiate Schools of Business

Janie Arguello has been with the firm for 4 years. As a Branch Operations Specialist, Janine manages the office operations area, were she deals with different day to day challenges; client request services, and daily transactions, etc. She knows that the key to a successful branch is the quality of excellent service to all client needs.

Janine also serves as a Certified Branch Technical Liaison. Janine deals with our technical issues on a daily basis as well as coordinates all our software updates and equipment installations of any new technology upgrades.

 In acknowledgement of her service, commitment to excellence, and loyalty to the firm she earned the ACE Award within the whole Florida/Metro Region.

Janine enjoys dancing, going to the beach, and most of all spending time with her 4 year old son and her family.

Kerri Hansen is a registered client service associate. Prior to joining Raymond James in 2006 she held a similar position at Morgan Stanley for 6 years. She is a Wealth Management Specialist (WMS) and holds a Series 7, Series 66, Series 31 and Life, Health and Variable Annuity Insurance license. She is the assistant to the Branch Manager, Gina Sakezles, in addition to Michael Scrimenti, Richard Crawford and Raymond Frugia. When not working she enjoys spending time with her family and pets.

Debbie Roginski began her career in the financial services industry in 2000. She joined Raymond James and Associates in 2006. She holds a Series 7 license. Born in Illinois, Debbie received a BA in Economics from Eastern Illinois University before moving to Florida in 1984. In her spare time, she enjoys gardening, motor cycle riding and searching for Mid-Century furniture. Debbie and her husband, John, are foster parents.

As client service associate for the Main Street Financial Group, Dee Ann is the key point of contact for everything clients need after retaining the group’s services. From setting up Internet access to accounts and monitoring the status of funds transfers to changing beneficiaries and answering questions about client statements, Dee Ann deftly handles dozens of tasks on a daily basis.

As a branch technical liaison (BTL, level 10), Dee Ann serves as an in-house professional on the technology needs for both the group and for the Sarasota branch. Dee Ann also manages the website content for the branch and coordinates equipment installations and software updates.

Prior to joining Raymond James with the Main Street Financial Group in 2006, Dee Ann held a similar position with the group when they were affiliated with MetLife Financial Services. She has been in the industry since 2004.

The proud mother of five children, spread out in age from college to elementary school, Dee Ann loves the balance she is able to maintain between her career at Raymond James and her family.

Christine Schultz is the Gottesman Wealth Management Group’s registered client service associate. She joined Raymond James in 2005 with 25 years of brokerage experience. She holds a Series 7 and Series 63. She is responsible for the Gottesman Wealth Management Group’s administrative duties. She was born in Illinois and moved to Florida in 1969. She enjoys spending time with her children, doing volunteer work, and riding her Harley.

Trevor Taylor is a native of Sarasota, who grew up on Bird Key. Trevor has a degree in hospitality from Lynn University, in Boca Raton, Fl. Trevor ran his families retail business for several years before attaining his real estate license and then his real estate broker’s license. Trevor eventually followed his true passion of many years and decided to get his securities licenses. Now at home with Raymond James, Trevor is ready to share his love for customer service with his clients. Trevor is truly passionate about his clients obtaining their financial goals and dreams. His hobbies include fishing, sporting events, playing with his dog Ava, and being with his wife Nikki, and daughter on the way Madison.