Meet Our Team 

A collaborative approach to wealth management

Our approach to wealth management blends our capital markets expertise and corporate wealth management resources with highly personalized delivery through select advisors affiliated with Raymond James. The advisory team assigned to your unique situation, whether it be a business owner liquidity event, executive compensation planning, or investment management need, will be identified collaboratively based on your preferences.


Raymond James has affiliated wealth management offices in all 50 states.

Wealth Management

Charles Bauder
Charles J. Bauder, JD, CPWA®
Vice President, Private Wealth Advisory
 
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Lauren Ahern
Lauren Ahern, CPWA®
Senior Manager, Private Wealth Advisory
 
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Chris Raulston
Chris Raulston, JD, CPA, CFP®
Wealth Strategist – Wealth, Retirement & Portfolio Solutions
 
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Kevin Collver
Kevin Collver, JD, LL.M.
Wealth Strategist – Wealth, Retirement & Portfolio Solutions
 
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Cindy Campbell
Cindy Campbell, JD, LL.M.
Wealth Strategist – Wealth, Retirement & Portfolio Solutions
 
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Jason Grimes
Jason Grimes, JD, LL.M.
Wealth Strategist – Wealth, Retirement & Portfolio Solutions
 
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Asset Allocation & Portfolio Construction

Chet Pinckernell
Chet Pinckernell, CIMA
Director, Portfolio Solutions – Wealth, Retirement & Portfolio Solutions
 
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Larry Adam
Chief Investment Officer
 
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Nicholas Lacy
Nicholas L. Lacy, CFA®
Chief Portfolio Strategist – Asset Management Services
 
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Investment Banking & Corporate Executive Services

Ken Grider
Kenneth L. Grider
Managing Director – Investment Banking
 
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Jeff Fordham
Jeff Fordham
Managing Director, Head of Corporate & Executive Services
St. Petersburg
   
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Trust & Lending Services

Joe Weaver
Joe Weaver, CFP®
President
 
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Bill Geis
Bill Geis
Executive Vice President – Bank & Lending
 
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