Serving you. Well.

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Investment Strategies

Retirement Planning

Portfolio Management

Financial Planning

Longevity Planning

Risk Management

Education Planning

Fixed Income Services

Estate, Charitable Giving & Trust

Banking & Lending Solutions

Sustainable Investing

Get to know Our Team

Mission Statement

To create and implement financial strategies designed to help build and maintain wealth... learn from our team's experience.

Sheldon Clark bio image
Sheldon Clark, CFP®
Registered Principal CERTIFIED FINANCIAL PLANNER™
Tom Kane bio image
Thomas P. Kane, CFP®
CERTIFIED FINANCIAL PLANNER™ Financial Advisior, RJFS
Michele Reese bio image
Michele Reese
Operations Manager, RJFS
Ingrid Schoppe bio image
Ingrid Schoppe
Registered Client Service Associate, RJFS

Dedicated Partners

At Raymond James, we have a straightforward approach to doing business.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

Personalized Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie

Information & insight

Strategic borrowing can keep your financial plan intact and at work.
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Family & Lifestyle
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
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Economy & Policy
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Four free and easy steps to protect yourself from fraud.
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Family & Lifestyle
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
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Economy & Policy
What inspires the recent appeal of obsolete technology.
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Technology & Innovation
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
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Family & Lifestyle
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
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The future at your fingertips

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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Tampa Bay Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

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