The power of proximity.

From 10 branches in communities across Tampa Bay, advisors do more than just build on the resources and reputation of Raymond James. They leverage prominent local partnerships – using sporting, community and arts events to deepen relationships. And they make the most of their hometown advantage – making visits with clients and prospects to the home office to demonstrate the full scope of the firm’s strength.

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Belleair Carillon (Home Office) Clearwater Harbour Island St. Petersburg Downtown Spring Hill Tampa Downtown Hyde House Trinity Wesley Chapel
Michelle Lynch

Michelle Lynch

Complex Manager, Tampa Bay
Registered Corporate Coach™

Paul Lentini

Paul Lentini, CFP®, ChFC®

Branch Manager, Northern Tampa Bay
Senior Vice President, Investments

Chuck Curtis

Chuck Curtis

Branch Manager, Metro Tampa
Senior Vice President, Investments

Fred Espro

Fred Espro

Branch Manager, St. Petersburg
Senior Vice President, Wealth Management

Jim Aten, WMS

Jim Aten, WMS

Branch Manager, Spring Hill
Senior Vice President, Investments

Greg Ghodsi

Greg Ghodsi

Branch Manager, North Tampa
Senior Vice President, Investments

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.

 


Technology that’s always one step ahead.

Technology built for advisors and responsive support to help you use it your way.

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It’s your business. We get that.


We offer ownership of your business. In fact, we’ll put that in writing.

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Let us help you build your brand.

Create and promote your brand with a team of more than 100 in-house marketing experts supporting you.

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