Clearwater Branch

National strength, local spirit

When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing that support comes with the insight and experience of a hometown team.

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Welcome to the Clearwater Branch, where we put clients exactly where they belong – first.

We are financial advisors who put clients first, backed by a firm that does the same.

At the heart of every financial plan is a person, so that’s where our financial advisors put their focus. From personal finance and college tuition to retirement and legacy, they provide financial planning and investment advice driven by the things their clients have spent years investing in – their careers, their families, their futures.

At a Glance

Staying Power

Raymond James has delivered 147 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors
$1.57 TRILLION in Client
Assets

* As of 9/30/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

In 1962, a different kind of financial services firm was founded.

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About Us

Partnership with Raymond James

Raymond James Advisors

When you work with one of our advisors, your financial well-being will be at the forefront of everything we do – exactly as it should be.

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In the Community

Raymond James associates giving back to their communities.

We work here. We live here. We give back here.

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Clearwater Branch

Meet Our Team

Paul

Paul Lentini,

CFP®, ChFC® Branch Manager
Beth

Beth A. Doyle

Senior Branch Operations Manager
Dennis

Dennis W. Briggs,

CERTIFIED FINANCIAL PLANNERTM Senior Vice President, Investments
Tobin

Toby Hom,

WMSSM Senior Vice President, Investments
Kimberly

Kimberly Briggs,

WMSTM Financial Advisor
Gary

Gary Coughlin,

AAMSTM Financial Advisor
Justin

Justin Granit,

AAMS® Associate Vice President
Joseph

Joseph DeBonis,

CFP® Financial Advisor
Jeffrey

Jeffrey Dean Clemmons

Financial Advisor

Phil LaFreniere,

AAMS® Financial Advisor

Kelly A. Kipnis,

CFP®, CDFA® Financial Advisor
Paul

Paul G. Mittman

Financial Advisor
Preston

Preston Paul Tagaras,

AAMS® Financial Advisor
Casey

Casey Rease

First Vice President
Brian

Brian Rowley

Practice Business Coordinator
Christine

Christine W. Cavell

Practice Business Coordinator
Sheron

Sheron Heera

Senior Registered Client Service Associate
Patricia

Patricia

Hom Service & Marketing Associate

Amy Petrillo

Registered Client Service Associate

Katie Davidson

Branch Operations Specialist
Christine

Christine

Boniface Registered Client Service Associate
Susan

Susan Schiano

Practice Business Manager
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Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

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Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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