Investor Access Investor Access

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.

A seasoned team of financial planners
and client service specialists.

Harbour Island

One Harbour Place, 777 S. Harbour Island Blvd., Suite 375
Tampa, FL 33602

Map & Directions

Financial Advisors

Geoffrey A. Simon, MBA
Senior Vice President, Wealth Management
Managing Director

James R. Stanger, M.S., AEP, CFP®, ChFC®
Financial Advisor

Service Professionals

Janice Ferguson
Service Associate

David Tomberlin
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.