A seasoned team of financial planners
and client service specialists.
Downtown Tampa
100 North Tampa Street, Suite 2400
Tampa, FL 33609
813-221-4444
Branch Manager
Chuck Curtis
Senior Vice President, Investments
Branch Manager
Financial Advisors
Damien Bertucelli
Financial Advisor
Kevin Caldwell
Financial Advisor
L. Mark Carron, WMS
Senior Vice President, Wealth Management
Jody Clark, AAMS®
Financial Advisor
William O. Day II
Senior Vice President, Wealth Management
Cameron Diehl, CFP®
Financial Advisor
Dwight Edwards, CRPS®, CRPC, AIF®
Financial Advisor
Craig Federer, AAMS®
Financial Advisor
Matthew Fernandez
Financial Advisor
Brent Hulling
First Vice President, Investments
Danyell Jones
Financial Advisor
Jeff Kikoler, CFP®, CFA
Vice President, Wealth Management
Cory Kleinman
Financial Advisor
Gary W. Kleinman, WMS
Senior Vice President, Wealth Management
Managing Director
Jeff Locker, CFP®, WMS
Financial Advisor
Investment Management Consultant *
Eric Longphee, MBA
Financial Advisor
Adriana Sormani
Vice President, Investments
Zach Vandergrift, CRPC, AAMS®
Financial Advisor
Brian Visconti
Vice President, Wealth Management
Robert J Wetzork
First Vice President, Wealth Management
Camille York
Financial Advisor
Branch Operations Professionals
Kathy Brooke
Branch Operations Manager
Kristine Menko
Branch Operations Specialist
Service Professionals
Fallon Bertucelli
Registered Service Associate
Brady Christensen
Registered Sales Associate
Jennifer Rodriguez
Registered Service Associate
Lauren Labiak
Client Service Associate
Angele Olsen
Senior Registered Service Associate
Diana Vega-Revelo
Registered Client Associate
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.