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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Investment Trading Assistance and Support

I’m ready to assist you with a variety of functions related to your investments and other financial questions. Call me regarding:

  • Financial plans
  • Investment trades
  • CD reinvestment
  • Tender offers
  • Life insurance quotes
  • Retirement plan setup
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.
© 2009 Raymond James Financial Services, Inc., member FINRA/SIPC