The Financial Guidance You Need And The Team Here To Help

As your life evolves, there are an increasing number of financial details and complexities that require the full attention of a highly experienced and credentialed advisory team – one that is capable of advising you on virtually every essential financial matter in your life. The Wormeli Group is where you’ll find this team. We can customize a comprehensive financial plan to your unique needs, and provide insightful wealth management – all with the attentive service you deserve.

We address the financial priorities in your successful life, from managing and preserving your wealth, to leaving a legacy for your loved ones.
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We address every detail, from managing your investments to planning for your financial goals.
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We offer benefits planning and wealth strategies specific to the needs of successful corporate executives.
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We help you with important business needs from company retirement plans to cash flow management to succession planning.
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Nearing or in retirement? We have strategies for preserving your assets and providing income for retirement.
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Are you on track for retirement?

An experienced and credentialed team

Attributes that add an exceptional client experience

Get acquainted with our team

Steve Wormeli bio image

Steve Wormeli,

CFP®, CIMA®, CPWA®, CPM® Wealth Advisor, Portfolio Manager Registered Principal, RJFS
Tammy Winterfeld bio image

Tammy Winterfeld,

CFP® Client Service Manager
Joseph D. Woodland bio image

Joseph Woodland

Registered Assistant
“The most rewarding part of what we do is helping people achieve their financial goals so they can pursue their true passions in life.”
Steve Wormeli
Always here for you

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. The Wormeli Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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