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

Robert
Rob Ellis, CRPC® Branch Manager
Tom
Tom Isaacs Complex Manager
Simone
Simone Pitter Complex Administrative Manager

Your Team Members

Timothy
Timothy Baker Financial Advisor

Sextant Wealth Advisory Group of Raymond James & Associates

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Renee
Renee D. Bennett Senior Registered Client Service Associate

Peck Bulgin Wealth Management of Raymond James

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Casey
Casey Bulgin, CFP® Vice President, Wealth Management

Peck Bulgin Wealth Management of Raymond James

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Adam
Adam J. Campbell, WMS® Senior Vice President, Investments

Sextant Wealth Advisory Group

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Christina Christopher Client Service Associate

Taras Wealth Management of raymond James

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Sherill
Sherill G. Christopher, CRPC® Financial Advisor

Otterson Wealth Advisors of Raymond James

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Christina
Christina Coen, WMSTM Wealth Management Associate

Christina Coen of Raymond James

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Caleb
Caleb Cronic Financial Advisor

Otterson Allison Wealth Management Group of Raymond James

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John
Camp Davis, CFP® Vice President, Investments

Riverside Wealth Management of Raymond James

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Kimberly
Kimberly Ann Earnhardt Senior Registered Client Associate

Cowford Wealth Management Group of Raymond James

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Silas
Silas Gassett Financial Advisor
Ivan
Ivan G. Gordon, WMS® Managing Director

San Marco Wealth Management of Raymond James

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Justin
Justin Hancher, CFP® Managing Director

San Marco Wealth Management of Raymond James

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Melody
Melody Hundredmark Service Associate
Brenda Johnson Sr. Client Service Associate
William
Will Jones Managing Director

San Marco Wealth Management of Raymond James

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John Kennedy III Sr. Client Service Associate
Addison
Palmer Knight Managing Director

Cowford Wealth Management Group of Raymond James

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Ashly Maduako Client Service Associate
Robin
Robin McNally Senior Registered Sales Assistant

Sextant Wealth Advisory Group

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Patricia
Patricia S. Otterson, CIMA® Senior Vice President, Investments

Otterson Wealth Advisors of Raymond James

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Delroy
Delroy G. Parkinson, MBA Financial Advisor View Website
Jesse
Jesse A. Peck, J.D., AAMS® , WMS℠ Vice President, Wealth Management

Peck Bulgin Wealth Management of Raymond James

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Richard
Richard Reid Jr. First Vice President, Investments
Cynthia
Cynthia Rodriguez Senior Registered Client Service Associate
Melissa Schmitt, CFP® Financial Advisor

Sextant Wealth Advisory Group

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Will
William H. Shepard IV, MIB Financial Advisor

Shepard & Shepard Wealth Management of Raymond James

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Wilson
Wilson Studstill Financial Advisor
Jennifer J. Sturm Financial Advisor
Jeanie Taras, CFP® Senior Vice President - Wealth Management

Taras Wealth Management of Raymond James

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Mike Taras, CFP® Financial Advisor

Taras Wealth Management of Raymond James

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William
Will Tesche, AAMS® Financial Advisor

Peck Bulgin Wealth Management of Raymond James

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Elizabeth
Elizabeth Wagnon Client Service Associate

Peck Bulgin Wealth Management of Raymond James

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Kathleen
Kathleen M. Whitsel Senior Registered Service Associate

The Joyce Protocol Wealth Management Group of Raymond James

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Katharyn
Katharyn S. Woods, CFP® Financial Advisor View Website

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.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.

 

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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