Investor Access Investor Access

A seasoned team of financial planners
and client service specialists.

Downtown Tampa

100 North Tampa Street, Suite 2400
Tampa, FL 33609
813-221-4444

Driving Directions

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

Brenda Sandifer
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.