Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority, so your phone calls may be routed to our mobile numbers or Raymond James’ corporate offices.

If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access. You can also update your document delivery preferences to reduce the paper mail you receive.

Downtown Tampa

100 North Tampa Street, Suite 2400
Tampa, FL 33609

Driving Directions

Financial Advisors

Thomas S. Franke
Vice Chairman

Damien Bertucelli
Financial Advisor

William Boas
First Vice President, Investments

C. Michael Brill, CLU, ChFC
First Vice President, Wealth Management
Managing Director

Kevin Caldwell
Financial Advisor

L. Mark Carron, WMS
Senior Vice President, Wealth Management
Trust & Retirement Plan Consultant

Cameron Diehl, CFP®
Financial Advisor

Craig Federer, AAMS®
Financial Advisor

Matthew Fernandez
Financial Advisor

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

Greg Mitro, MBA
Financial Advisor

Michael Ragsdale, WMS
Financial Advisor

Camille York
Financial Advisor

Complex Operations Professionals

Linda Van Pelt
Complex Administrative Manager

Susan Strandberg
Branch Operations Specialist

Service Professionals

Fallon Bertucelli
Registered Service Associate

Sharon Dunaway-Alt
Registered Service Associate

Jennifer Glass
Registered Service Associate

Angele Olsen
Senior Registered Service Associate

Brenda Sandifer
Senior Registered Service 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.