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, complex 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

Advisors

  • Dennis Briggs, CFP®
    First Vice President, Investments
  • Kimberly Briggs, WMSSM
    Financial Advisor
  • Jeffrey Clemmons
    First Vice President, Investments
  • Gary Coughlin, AAMS®
    Financial Advisor
  • Joseph DeBonis, CFP®
    Financial Advisor
  • Justin Granit, AAMS®
    Associate Vice President, InvestmentsS
  • Bill Heyser, AAMS®
    Financial Advisor
  • Keith Homme, ChFC®, CLU®
    Associate Vice President, Investments
  • Toby Hom, WMS
    Senior Vice President, Investments
  • Justin Kissner, CFP®, WMSSM
    Financial Advisor
  • Scott Linington, WMS, CFP®
    Vice President, Investments
  • Ryan Luzod, CFP®, ChFC®
    Financial Advisor
  • Gene Melamud, MBA, CFP®, CRPS
    Senior Vice President, Investments
  • Paul Mittman
    Financial Advisor
  • Amanda Murphy, WMS
    Vice President, Investments
  • Jim Roble, CFP®
    Vice President, Investments
  • Brian Rockwell, CFP®, CLU®, ChFC®, CDFA®, RICP®
    Associate Vice President, Investments
  • Julie Rockwell, WMSSM, AIF®
    Financial Advisor
  • Sam Rockwell, MBA, AAMS®, CFP®
    Financial Advisor
  • Honor B. Rodgers, JD, MBA, AAMS®
    Financial Advisor
  • Julie Sevelius, MBA, AMSSM
    Financial Advisor
  • Chad Spencer, CPWA®
    Financial Advisor
  • Neil Tagaras
    Vice President, Investments
  • Chip Wright
    Senior Vice President, Investments
  • Holly Price, CFP®
    Financial Advisor
  • Evan Price, WMSSM
    Senior Vice President, Investments
  • Brian Karahalios, CRPC™
    Financial Advisor
  • Scott Pugan, MBA, CFP®
    Senior Vice President, Investments
  • Matthew Fernandez, WMSSM, AAMS®
    Financial Advisor
  • Preston Tagaras, AAMS®
    Financial Advisor
  • Casey Rease
    First Vice President
  • Phil LaFreniere, AAMS®
    Financial Advisor
    727-712-4628
  • Kelly Kipnis, CFP®, CDFA®
    Financial Advisor
  • De Eshelman, CFP®, ChFC®, RICP®, CRPC®
    Financial Advisor

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.