Sally Carril is proud to be an important part of Raymond James heritage in Sun City Center for over 40 years.  Consistently recognized by Raymond James for providing exceptional service over the years, she uses a hands-on approach when working with clients.  Blending integrity, hard work, and a willingness to meet each client’s unique needs – she focuses on financial, trust, and estate planning for her clients.    

After learning firsthand the ins and outs of helping clients plan for a successful retirement 20 or 30 years ago, Sally continues to help many of those same clients and their families today. She has received extensive formal training through Raymond James, completed the Investment Advisor Representative program, and received Trust and Estate Planning education with American Guaranty & Trust Company, Colonial, and Raymond James Trust. 

Originally from Long Island, N.Y., Sally now resides in Lithia, FL with her husband, Andy.  They have four grown children and enjoy spending time with family and grandchildren, biking, line dancing and participating in church and community activities.

Paul has served the Sun City Center community for the past 13 years.  Specializing in IRA Distribution planning, he has authored a guide to IRA Tax changes for Retirees and has provided content for Wall Street Journal’s Retirement weekly newsletter on the topic of ROTH-IRA conversions.   Paul coordinates with our planning team to develop effective Financial Planning for our clients.  

A graduate of the College for Financial Planning, he is certified by the Board of Standards as a Certified Financial Planner™ practitioner.   

Originally from Northeastern Ohio, Paul now lives in South Tampa.  He enjoys competitive Road Cycling and participates each year in a number of long distance charitable cycling events. 

Susan has been delighting clients with exceptional service for 14 years.  She handles any and all kinds of client service needs.  Our clients know that if Susan is handling their request – it will be done, it will be done right, and it will be done quickly.  

Our clients benefit from Susan’s extensive training and experience.  She has successfully completed numerous Raymond James University training courses and participates in Raymond James Operations conferences.  As Sally’s daughter, she has learned Service 1^st ™ Client Service first hand and consistently exceeds client’s expectations.  

Susan lives with her husband of 15 years in Riverview and stays busy with three adorable children, Ages 9, 7, and 5.  She enjoys an active lifestyle of running, biking, walking, gardening, swimming, going to the beach, movie nights, and spending as much time as possible with her family.