More than planners, partners

Our financial advisors offer the experience, perspective and knowledge of a seasoned professional team, but most important, we offer partnership. We believe in investing in your goals as if they were our own and helping you plan for life – and all its facets – as you see it.

Leadership Team

Kathleen
Kathleen Brooke Branch Operations Manager
Charles
Charles C. Curtis Jr. Branch Manager

Your Team Members

Camille
Camille York Adrien, AAMS™ Financial Advisor

Clark & York Wealth Partners of Raymond James

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Carissa
Carissa Aliaga-Mbulo Senior Client Service Associate
Damien
Damien Bertucelli, WMS™ Financial Advisor

Vantage Point Advisors of Raymond James

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Fallon
Fallon Bertucelli Registered Client Service Associate

Vantage Point Advisors of Raymond James

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Robert
Robert E. Carney Financial Advisor View Website
Lewis
L. Mark Carron Senior Vice President, Wealth Management

Carron Concierge Consulting of Raymond James

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Jody
Jody Dean Clark, AAMSTM Associate Vice President

Clark & York Wealth Partners of Raymond James

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William
William Day II, CFP® Senior Vice President, Wealth Management

B&B Tampa Bay Capital Advisors

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Dwight
Dwight G. Edwards, CRPS™ Financial Advisor

Turning Point Wealth Management of Raymond James

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Craig
Craig P. Federer, CFP® Vice President, Investments

Vantage Point Advisors of Raymond James

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Susan
Susan Knopp Hite Vice President, Investments

Warren Hite Family Wealth Advisors of Raymond James

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Brent
Brent Hulling First Vice President, Investments

Hulling Wealth Management of Raymond James

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Cory
Cory Kleinman, AAMS™ Financial Planning Consultant

Vantage Point Advisors of Raymond James

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Gary
Gary Kleinman, WMS™ Senior Vice President, Investments

Vantage Point Advisors of Raymond James

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Bryan
Bryan McKay Registered Client Service Associate
Ashlyn
Ashlyn Moore Branch Operations Specialist
Angele
Angele Olsen, FPQP® Senior Client Service Associate

Carron Concierge Consulting of Raymond James

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James
James Ritchie, AAMS™ Financial Advisor
Jennifer
Jennifer Rodriguez Senior Registered Client Service Associate

Vantage Point Advisors of Raymond James

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Reymi
Reymi Rodriguez Senior Client Service Associate

Clark & York Wealth Partners of Raymond James

Adriana
Adriana Sormani Vice President, Investments View Website
Dominic
Dominic Turowski Client Service Associate

B&B Tampa Bay Capital Advisors of Raymond James

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Kimberly
Kim Tuzzolino Senior Registered Client Service Associate

Turning Point Wealth Management of Raymond James

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Zachary
Zach Vandergrift, CRPC™ Financial Advisor

Vandergrift Financial Group of Raymond James

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James
James Warren Senior Vice President, Investments

Warren Hite Family Wealth Advisors of Raymond James

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Leland
Lee Werner, AAMS™ Investment Management Consultant

Turning Point Wealth Management of Raymond James

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Marsha
Marsha Werner, CFP® Vice President, Wealth Management

Turning Point Wealth Management of Raymond James

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Robert
Robert Wetzork Jr First Vice President, Wealth Management

B&B Tampa Bay Capital Advisors

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Brooke
Brooke M. Harris Wetzork, AAMS™ Financial Advisor

B&B Tampa Bay Capital Advisors of Raymond James

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

 

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.

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