Wealth Management Support Team

Wealth Solutions Team:

Kevin Collver, JD, LL.M

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Kevin Collver is a member of the Wealth Solutions team. He is a tax, estate, and wealth management planning consultant. Mr. Collver graduated from the University of California with Bachelor's in Economics and Political Science. He received his Juris Doctorate from Ohio Northern University College of Law, and a Masters of Law in Taxation from the University of Florida College of Law.

Financial and Retirement Planning:

Mark Waggie, CFA, CFP®

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Mark supports Blaise by helping create customized client financial and retirement plans. Mark has earned his Certified Financial Planner (CFP®) designation, Chartered Financial Analyst charter (CFA) and received his MBA from the University of Central Florida. Prior to joining Raymond James via the merger with Morgan Keegan, he worked for AmSouth Investment Management Company. Mark has worked in the financial services industry for over 15 years, after serving in U.S. Army military intelligence.

Institutional Investment Research and Due Diligence:

Thomas S. Thornton, CFA.

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Tom has a B.S. in Finance from the University of Illinois and earned his Chartered Financial Analyst designation in 1998. Tom has over 20 years investment experience and is a member of both the CFA Institute and Investment Management Consultants Association.


Nick Lacy, CFA

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Nick has a B.S. in Finance and B.A. in Political Science from the University of South Florida and an M.B.A. from the University of Tampa. He earned his Chartered Financial Analyst charter in 2005 and is a member of the CFA Institute. Nick has over 14 years in the industry.

Trust Services:

Jeanne Connolly, CFP®

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Jeanne partners with Blaise to offer Trust services in conjunction with Raymond James Trust N.A. She earned her Certified Financial Planner (CFP®) designation in 1997 and studied at the University of South Florida. Jeanne has over 20 years financial services experience and focuses on educating Trust services to clients. Jeanne has been a Chairman's Club Private Wealth Advisor for Regions Financial, where she provided personalized banking, asset management and trust services to high net worth clients.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.