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
 
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Cindy Campbell
Cindy Campbell, JD, LL.M.
Private Wealth Strategist, Wealth Planning
 
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John Hanlon, MSFS, CPWA®, ChFC®, CLU®
Private Wealth Consultant
Wealth Planning, Global Wealth Solutions
 
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Adam Nibert, CFP®
Private Wealth Consultant
Wealth Planning, Global Wealth Solutions
 
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Erika Inanc, CFA®
Vice President, Private Wealth Consultant
Wealth Planning, Global Wealth Solutions
 
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Iris Lee
Director, Private Wealth Consultant
Wealth Planning, Global Wealth Solutions
 
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Asset Allocation & Portfolio Construction

Chet Pinckernell
Chet Pinckernell, CIMA
Portfolio Consulting, Wealth Planning
 
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Bio-no-photo
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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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.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.