You’ll have the resources of a national leader to serve your financial planning needs

When it comes to your financial future, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Clearwater, Florida, branch of Raymond James, you’ll find exactly that – plus a team of local professionals who know exactly where you’re coming from and who are dedicated to helping you pursue your unique financial goals.

Management Team

  • Paul Lentini, CFP®, ChFC®
    Senior Vice President, Investments
    Branch Manager

  • Beth Doyle
    Senior Branch Operations Manager

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.