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

Why 15 minutes of mentorship has game-changing potential

75% of executives say mentoring has been critical to their career development.
Read
Business Ownership

Equity markets reaction to election: Strong.

11/08/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy

The global easing cycle will continue in the months ahead

11/08/2024
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing

Webinar replay - Post-election market analysis

11/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Watch Webinar
Markets & Investing

Fed elects to cut rates for the second straight meeting

11/07/2024
The federal funds rate was reduced by 0.25% at the November 6-7 FOMC meeting.
Read
Markets & Investing

Go green this holiday season

Simple ways make your celebrations more sustainable.
Read
Family & Lifestyle

The 2024 Election is (mostly) over - what can we expect going forward?

11/06/2024

Raymond James CIO Larry Adam looks at how the election results may impact the economy and financial markets.

Read
Markets & Investing

The three ingredients of a purposeful retirement

What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Read
Retirement & Longevity

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
Read
Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
Read
Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
View
Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read
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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