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.

Hyde House

1646 W. Snow Ave., Suite 4
Tampa, FL 33606

Map & Directions

Financial Advisors

Robert E. Carney
Branch Manager
Senior Vice President, Wealth Management

Bryce Alley
Associate Financial Advisor

Jody Clark, AAMS®
Financial Advisor

William Day, CFP®
Senior Vice President, Wealth Management

Richard Palmer, CFP®
Vice President, Wealth Management

Corey Steadman
Senior Vice President, Investments

CJ Steadman
Financial Advisor

Robert Wetzork
First Vice President, Wealth Management

Jeffrey Zurek
Vice President, Investments

Service Professionals

Eric Cruz
Registered Client Service Associate

Ashley Mohn
Senior Client 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.