Raymond James welcomes $314 million team in Jacksonville, Florida
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Jerald Seebol, CFP®, Andrea Smithers and Stephanie Lesso to Raymond James & Associates (RJA) – the firm's employee advisor channel – in Jacksonville, Florida according to Gregg Stupinski, South Atlantic regional director for RJA.
The team arrives from Morgan Stanley where they managed over $314 million in client assets. They are joined by senior client service associate Yvette Plummer. As Seebol Wealth Advisors of Raymond James, they serve families and individuals, foundation endowments, non-profits, business owners, corporate executives and retirees as a part of RJA’s Jacksonville branch.
“Raymond James supports advisor independence while providing tools to deliver personal, responsive guidance to every client we serve,” said Seebol, senior vice president of Investments and portfolio management director. “This move represents a new chapter in my practice, one where my team and I can continue to grow in an environment that values people first, including both clients and advisors alike.”
With over 37 years of experience in the financial services industry, Seebol, father to Smithers and Lesso, is a CERTIFIED FINANCIAL PLANNER® professional and holds a bachelor’s degree in business administration from the University of Florida. He joins Raymond James as managing director after 36 years at Morgan Stanley.
Smithers brings 15 years of financial services industry experience to her role as associate vice president of investments. She began her career in financial services in 2010 after graduating from the University of Florida with a bachelor’s degree in public relations. She focuses on providing financial planning and investment services as well as estate planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more.
A Jacksonville native, Lesso graduated from Florida State University with a bachelor’s degree in psychology. With 12 years of industry experience, she specializes in providing tailored financial planning and comprehensive wealth management strategies.
“Jerald and his team bring decades of experience, a deep commitment to clients and a multigenerational approach that aligns seamlessly with our values at Raymond James,” said Stupinski. “I’m proud to welcome a team that upholds our client first culture, and confident that the firm’s extensive resources will have a positive impact on their continued growth.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of May 31, 2025. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.