About Us
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Mission Statement
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
James Zientara is a native of Whiting, Indiana, near Chicago. He received his B.S. Degree in mathematics from Purdue University in 1966. While teaching high school math, he became licensed in securities and insurance in 1968. He received his Master of Business Administration (MBA) degree in finance from Indiana University in 1970.
His investment career continued in 1970 at the Trust Department of the Continental Bank of Chicago. He was an Investment Advisor for charitable and retirement plans.
In 1972 Mr. Zientara moved to Florida and joined the Palmer Bank of Sarasota. As Senior Investment Officer he managed $100 million in trust accounts and $75 million in the bank’s own municipal and government bond portfolios. He was on the Investment Committee of the Florida Bankers’ Association.
In 1975 Mr. Zientara joined Dean Witter, now Morgan Stanley, at the Sarasota office, and moved to the Bradenton office in 1986. In 1989 he joined the 1,000 or so Investment Management Consultants Association. Also in 1989, he received the title of Certified Investment Management Analyst (CIMA) through the Wharton School of Business of the University of Pennsylvania. There are only 500 CIMA’s worldwide.
He was the senior Financial Advisor at Morgan Stanley’s Bradenton office and a Retirement Planning Specialist. In 1994 he earned the title of Senior Consultant, Investment Consulting Services, of which there were only about 200 in the firm.
In 2009 Mr. Zientara joined Raymond James Financial Services and opened the branch office on Lakewood Ranch Boulevard just south of State Road 64 in east Bradenton. He and his son Jeff are the Branch Managers of the office. Their Office Manager and Registered Sales Assistant is Kerri Hansen.
Mr. Zientara is a member of the Manatee Chamber of Commerce, the Bradenton Country Club, and the Kiwanis Club of Bradenton. In 1999 he was Kiwanian of the Year. He is a United Way Volunteer, a founder of the 700-member Manatee Personal Computer Users Group, and listed in Who’s Who in Finance and Industry. Interests include personal computers, golf and volunteer acting dressed as an 1880’s cowboy. Married since 1966 to his wife Fran, a former teacher, they have two children: Amy, a graduate of the University of Florida, and Jeff, a graduate of the University of South Florida.
Jeffrey Zientara is a native of Sarasota, Florida. As a youngster, he was a Boy Scout, an All Star Little League baseball center fielder, and a soccer player for Manatee Magic. In high school he ran cross country and track at Manatee High School. As a First Lieutenant at Manatee’s JROTC program, he led the Raiders’ team to win the State championship. He was a trumpet player in the marching band. He was a distinguished Kiwanis Key Club member, only one of 22 in the State.
He received his B.S. degree in Business Administration from the University of South Florida in 2004. His minors were in international business and economics.
Initially a sales representative for ESPN Radio in the Tampa area, Mr. Zientara joined Morgan Stanley in the Sarasota office as a Client Service Associate. He declined the promotion to be a trainee in the office’s administration. Instead, he chose and was accepted into the trainee program to become a Financial Advisor as was his father, James, who was a Dean Witter (now Morgan Stanley), trainee in 1975.
He became a Financial Advisor in 2007 and specializes in retirement planning and mutual funds. He is currently working toward the designation of CMFC, Chartered Mutual Fund Consultant.
In 2009 Mr. Zientara joined Raymond James Financial Services and opened the branch office on Lakewood Ranch Boulevard just south of State Road 64 in east Bradenton. He and his father Jim are the Branch Managers of the office. Their Office Manager and Registered Sales Assistant is Kerri Hansen.
Mr. Zientara is a member of the Manatee Chamber of Commerce and the Manatee Young Professionals. In 2006, he completed the New York Marathon, running 26.2 miles in 4 hours and 14 minutes. He is a member of the Lakewood Ranch Business Alliance and was a member of the Public Relations Committee. Other interests include personal computers, golf, and softball.
Mr. Zientara lives in the Heritage Harbour subdivision of Bradenton.
In search of a “putting the client first” firm, Joe Giangreco joined Wealth Service Team, LLC, an independent firm in March, 2010. He offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC.
Joe is a native of Buffalo, New York. He earned his BA degree at the State University of New York at Buffalo in 1978. After being employed in the family business, Joe established and ran his own successful company until 1997.
In 1997 Joe and his wife of thirty years relocated their family to Lakewood Ranch, Florida. He joined Block Financial Advisors and obtained his many licenses including supervisory licenses. Looking to advance his career he joined Morgan Stanley in Venice, Florida in 2001 and became Branch Manager. He also earned his Retirement Plan Specialist designation at that time. He was the co-founder of the Business Networking International Venice Chapter, and was active in the Make-A-Wish Foundation.
Joe enjoys spending time with his wife, Yvette, and their four children, Joseph III, Sherrie, Marie and Renee. Joe just recently became a grandfather to baby Tyler.
Supported by two quality assistants, Kerri Hansen and Debbie Roginski, who are both registered and licensed, you can rely on Joe’s over thirty years of investment experience to help guide you in today’s dynamic investment environment.
Remember House Calls? Joe is one of the few advisors that will still make a house call. Whether it is in the comfort of your own home, senior center, assisted living facility or in our Lakewood Ranch office, Joe looks forward to welcoming you to Raymond James and the Wealth Service Team where our clients’ best interests always come first.
Larry Morse originally hails from Mount Holly, New Jersey, a small town that George Washington passed through during the Revolutionary War. Following high school, he left the East Coast to pursue a bachelor’s degree at the University of Nebraska. After earning his degree, he accepted a position as an investment broker with Omaha, Nebraska-based H.O. Peet & Co.
In 1978, Larry relocated to Winter Haven, Florida, where he was offered a position with A.G. Edwards. He spent many successful years at the firm as Assistant Vice President of Investments. He spent several years at Edward Jones prior to joining Raymond James Financial Services.
Larry has been extremely active in his community, serving as a member of the Junior Chamber of Commerce, Sertoma Club and on the board of the finance committee at St. Joseph Church.
In 2011, Larry joined Raymond James Financial Services and began working alongside James Zientara, Jeffrey Zientara, Joe Giangreco and two quality assistants, Kerri Hansen and Debbie Roginski. Larry works out of the Lakewood Ranch office, as well as his office in Winter Haven.
In his free time, Larry enjoys traveling, spending time with his many friends and family members, and gardening. He is the father of a son, Christopher and two daughters, Karen and Kellie.
Kerri Hansen is a native of Dobbs Ferry, NY. In 1993, once her heavy travel schedule ended, she finally settled down in Sarasota. She started her career working for the family consulting business of Coast to Coast Computers, Inc. and advanced to the position of Director of Administration. In 2000, after the intense Y2K workload subsided, she joined Morgan Stanley in their Sarasota, FL office and became a Wealth Management Specialist holding Series 7, Series 66, Series 31 and Life, Health, and Variable Annuity Insurance licenses.
In 2006 she left Morgan Stanley to join the Sarasota office of Raymond James and Associates. She became the Branch Manager's Assistant. She joined Jim and Jeff Zientara at their new Raymond James branch in 2009 as Office Manager responsible for a wide variety of administrative duties providing quality services to the Wealth Service Team and their valuable clients.
Kerri was home schooled through the Christian Liberty Academy located in Arlington, IL specializing in Professional Management. This institution is widely used for young adults of Consular personnel and Government officials with heavy travel requirements. Her parents had worldwide business dealings and as a result she was constantly on the go. This experience allowed her to meet many interesting people and diverse cultures from all continents.
She has been married to her husband Mike since 2000, and she has two children, Matthew and Nathan, both in grade school. Her interests include archery, hobby farming, and her children.
Debbie Roginski, originally from Kewanee, IL, relocated to Sarasota, FL in 1984 after graduating from Eastern Illinois University with a BA in Economics. Debbie gained much of her work experience in the Not-for-Profit arena, where she worked on the staff of local agencies such as Child Protection Center and the Florida Center for Child and Family Development.
Debbie first entered the financial industry in 2000 when she joined Legg Mason Wood Walker in Sarasota, FL where she served as a Sales Assistant and Satellite Office Manager in the Longboat Key Office. She later became Branch Office Coordinator of the Downtown Sarasota Office where she was responsible for staff management as well as her duties as Sales Assistant. In 2006 Debbie joined the staff at Raymond James and Associates, Inc. in Sarasota, FL. During her tenure there she earned her Series 7 Securities License. In Sept 2009, she joined the Zientara’s as Marketing Specialist and Sales Assistant.
Debbie married her husband, John Parmentar, in 1991. They are active in their homeowners association, enjoy searching for mid-century antiques, gardening and riding their Harley. Debbie is an active Volunteer Mentor with the Big Brothers Big Sisters Program to her Little Sister, Christina.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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