Financial Planning Services
Investment Trading Assistance and Support
General Client Support

Waller & Wax Advisors, Inc.
100 North Tampa Street, Suite 2150
Tampa, Florida 33602
Phone: 813-221-1956
Fax: 813-221-1747
Map & Directions

Raymond James
International Headquarters
880 Carillon Parkway
St. Petersburg, FL 33716
Phone: 727-567-1000
Toll Free: 800-248-8863
Map & Directions

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General Client Support

Jean Buckholz
813-221-1956
wwa@raymondjames.com

I can assist you with day-to-day operations related to your account, including:

  • Scheduling appointments
  • Statements
  • Check requests/transfers to personal account
  • Deposits
  • General account inquiries
  • New accounts
  • Trade confirmations
  • Other questions or inquiries

Yeon Kim
813-221-1956
wwa@raymondjames.com

I’ll be happy to respond to your questions and inquiries related to your financial plan, including:

  • Financial plan updates
  • Net-worth statements
  • General account inquiries and services
  • Scheduling appointments
  • Other questions
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
This site is published for residents of the United States only. Raymond James’ financial advisors may only conduct business with residents of the states 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.
© 2008 Raymond James Financial Services, Inc., member FINRA/SIPC