Helping our clients live better lives

In sunny St. Petersburg, you will find a dedicated financial team that embodies the energy and innovative spirit of this rising city. It’s where clients come to find a comfortable financial planning experience.

Not only is our office in the right place, but also our hearts are, too. At North Shore Wealth Management of Raymond James, we know that financial planning is not just about the numbers. It's about helping people we care about pursue their goals and enjoy the lifestyle they so richly deserve.

Greg Helck Headshot
Gregory Helck, WMSTM
Financial Advisor
David Fanciullacci Headshot
David Fanciullacci, CFP®
Financial Advisor
Tom Powers Headshot
Thomas J. Powers
Financial Advisor Senior Vice President, Investments
Max Winger
Maxwell Winger, WMS
Financial Advisor
Nicole Powers Headshot
Nicole Powers
Registered Client Service Associate
Gaby Perez headshot
Gabrielle Perez-Espejo
Client Service Associate

Impactful planning from a passionate team

A family legacy of financial planning and a longstanding history with Raymond James forms the foundation of the dedicated team we have today. The values we have in common and the career dedication we all share have allowed us to grow into a powerfully cohesive group. That’s the core of who we are – and why we’re inspired to do great things for you.

Get to Know Us

Laughing businessman in informal meeting in office with colleagues

Our Approach

We’ll work together with you to create and implement a custom financial plan that feels good and addresses all aspects of your life.
Affectionate couple on a boat trip at sunset

Our Clients

We cherish the close-knit relationships we cultivate with our clients and consider it a privilege to serve them and earn their trust.
Portrait of smiling businesswoman talking to businessman

Our Story

We not only live and work in the backyard of Raymond James headquarters, but our back story is intricately tied to the firm as well.
“We find serving multiple generations of families to be really rewarding.”
Gregory Helck Financial Advisor

What can we help you accomplish? Let’s talk.

North Shore Wealth Management of Raymond James

 

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.

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.

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