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Business List: Wealth Managers in St. Petersburg

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Raymond James Investment Management 780 Carillon Pkwy, St. Petersburg, FL 33716
80052xxxx5 aar**********@r*********************.com 5 1
Morgan Stanley Financial Advisors 150 2nd Ave N Suite 1400, St. Petersburg, FL 33701
72730xxxx0 3d@a******.morganstanley 5 2
Summit Wealth Advisors 4830 W Kennedy Blvd Suite 800, Tampa, FL 33609
81363xxxx3 dea***@p******************.com 5 10
Jon Tuft - Raymond James 6392 1st Ave N, St. Petersburg, FL 33710
72734xxxx8 aar************@r***********.com 5 1 17483 18000
Michael Magee - Morgan Stanley Financial Advisor 150 2nd Ave N Suite 1400, St. Petersburg, FL 33701
72780xxxx9 acc**********@m************.com
Sagace Wealth Management, LLC 877 Executive Center Dr W #100, St. Petersburg, FL 33702
72749xxxx0 inf*@s***********.com 486 49 515
James McKaveney - Morgan Stanley 150 2nd Ave N Suite 1400, St. Petersburg, FL 33701
72780xxxx3 acm***********@m************.com
Edward Jones - Financial Advisor: Larry Buck 4020 Park St N #102, St. Petersburg, FL 33709
72734xxxx2 a.j*********@e**********.com 4.2 5 136
BT Legacy Wealth Management 1401 66th St N, St. Petersburg, FL 33710
88834xxxx8 4288 4700
Edward Jones - Financial Advisor: Kevin P Hannigan, AAMS™ 1216 66th St N, St. Petersburg, FL 33710
72734xxxx0 a.j*********@e**********.com 5 6 87486 100000
Nichols Geegan King Family Wealth Advisors of Raymond James 880 Carillon Pkwy, St. Petersburg, FL 33716
72756xxxx2 aar************@r***********.com 17483 18000
AVID Planning 360 Central Ave # 1560, St. Petersburg, FL 33701
72722xxxx0 a@a***********.com 5 12 262 3 262
Rogers Wealth Management of Raymond James 780 Carillon Pkwy, St. Petersburg, FL 33716
90427xxxx6 aar************@r***********.com 17484 18000
McMillion Financial Group LLC 111 2nd Ave NE Suite #913B, St. Petersburg, FL 33701
72745xxxx8 kmc*******@m**********************.com 5 1
Stacey Ellis - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72750xxxx1
Merrill Lynch Financial Advisor Trey Bond 200 Central Ave, St. Petersburg, FL 33701
72782xxxx4 ale*********@m*.com
Sabal Trust Co 101 Central Ave, St. Petersburg, FL 33701
72782xxxx0 aai****@s*********.com 3.3 6
Michael Funsch - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72750xxxx8 rbc*********@r**.com 17 30
Terry Hornsby - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72789xxxx9 rbc*********@r**.com 14802 16000
Walker Wealth Management 2553 1st Ave N, St. Petersburg, FL 33713 72735xxxx1
The Holland Group Retirement Wealth Advisors 2637 McCormick Dr STE 101, Clearwater, FL 33759
72772xxxx4 eli******@t************.com 4.9 59 11953 58 11960
Merrill Lynch Financial Advisor Katherine S Eckelbarger 200 Central Ave, St. Petersburg, FL 33701
72782xxxx6 ale*********@m*.com
Bill Waters - Raymond James 6392 1st Ave N, St. Petersburg, FL 33710
72734xxxx8 4.2 5
Brian Rimel - Raymond James 547 1st St S Suite 101, St. Petersburg, FL 33701
72791xxxx8
Amuni Financial 720 2nd Ave S, St. Petersburg, FL 33701
80086xxxx4 ala*@a****.com 5 4 96
WiserAdvisor 12150 Monument Dr # 700, Fairfax, VA 22033
70365xxxx0 alb****@w***********.com 4.6 25 976
Merrill Lynch Financial Advisor Joel S. Manings 200 Central Ave, St. Petersburg, FL 33701
72782xxxx8 ale*********@m*.com
Eagle Asset Management 780 Carillon Pkwy tower 6, St. Petersburg, FL 33716
72757xxxx3 ada*********@e*********.com 5 1
Deidre Fernald, CFP® 780 94th Ave N UNIT 107, St. Petersburg, FL 33702
81355xxxx3 baf*****************************@s*****.wixpress 5 3 414 545
Miles Green - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72782xxxx9 5 1
Edward Jones - Financial Advisor: Chris Hudson, AAMS™ 212 Pasadena Ave S, St. Petersburg, FL 33707
72734xxxx7 a.j*********@e**********.com 5 5 87486 100000
Toro & Associates Wealth Management 600 1st Ave N #304, St. Petersburg, FL 33701 72791xxxx4 5 1
Taylor Wealth Group - Alex Brown, a division of Raymond James 200 Central Ave Fl 24, St. Petersburg, FL 33701
33673xxxx4 ale*******@a********.com
Northern Trust 100 2nd Ave S, St. Petersburg, FL 33701
72789xxxx0 3.7 3
Raymond James & Associates 200 Central Ave 24th Floor, St. Petersburg, FL 33701
72789xxxx8 aar************@r***********.com 5 1 17484 18000
Nick Linder, Mba-morgan Stanley 150 2nd Ave N, Saint Petersburg, Fl 33701 72777xxxx9
Preserve Wealth Management 700 Central Ave Suite 302, St. Petersburg, FL 33701
72732xxxx8 aar************@r***********.com 17484 18000
Raymond James Trust NA 880 Carillon Pkwy, St. Petersburg, FL 33716
80071xxxx5 aar************@r***********.com 4 8 17484 18000
Merrill Lynch Wealth Management 200 Central Ave, St. Petersburg, FL 33701
72782xxxx0 3d@l****.ml 3 4
Marshall Ames - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72789xxxx5 joh*******@c*.rbcwealthmanagement 12404 14000
Jazz Wealth Managers, Inc. 2300 Tall Pines Dr STE 126, Largo, FL 33771
72749xxxx4 dus***@j*********.com 4.9 125
Dynasty Financial Partners 200 Central Ave 15th floor, St. Petersburg, FL 33701
21237xxxx0 3d@d***********************.com 4 4 204
R. Clark Mason - RBC Wealth Management Branch Director 100 2nd Ave S # 800, St. Petersburg, FL 33701
72782xxxx3 joh*******@c*.rbcwealthmanagement 12404 14000
Mavs Wealth Group 7901 4th St N suite 300, St. Petersburg, FL 33702 jes**@m**************.com 5 3
Merrill Lynch Financial Advisor Mark C Carlson 200 Central Ave, St. Petersburg, FL 33701
72782xxxx5 ale*********@m*.com 3.7 3
Merrill Lynch Financial Advisor Keith "Jake" Jacobus 200 Central Ave, St. Petersburg, FL 33701
72782xxxx7 ale*********@m*.com
Charles Schwab 6700 22nd Ave N, St. Petersburg, FL 33710
72720xxxx0 inf*@f*************.com 4.2 17
TD Ameritrade 6700 22nd Ave N, St. Petersburg, FL 33710
72752xxxx5 3.2 10
The Urie-Taylor Group - UBS Financial Services Inc. 150 2nd Ave N Suite 1000, St. Petersburg, FL 33701
72789xxxx9 5 2
Martin Capital Management 705 14th Ave NE, St. Petersburg, FL 33701
81378xxxx5 137*************************************@w*****************.com
Merrill Lynch Financial Advisor William J Brooks 200 Central Ave Suite 1400, St. Petersburg, FL 33701
72782xxxx2 ban********************@m*.com
Sandra Smith, Allison Butler, & Thomas Cowan - Morgan Stanley 150 2nd Ave N Suite 1400, St. Petersburg, FL 33701
72734xxxx9 5 1
RBC Wealth Management Branch - St. Petersburg 100 2nd Ave S Suite 800, St. Petersburg, FL 33701
72789xxxx0 3d@u*.rbcwealthmanagement 10863 12133
The Kornerstone Group 5901 Sun Blvd Suite 201 C, St. Petersburg, FL 33715
72774xxxx8 5 5
Burkart & Company, P.A. 5301 Central Ave, St. Petersburg, FL 33710
72789xxxx9 kbu*****@b***************.com 3.5 2
Bayview Wealth Group 100 2nd Ave S # 800, St. Petersburg, FL 33701
72789xxxx9 joh*******@c*.rbcwealthmanagement
Mark Wolf - Raymond James 700 Central Ave Ste 205, St. Petersburg, FL 33701
72732xxxx8 aar************@r***********.com 5 1 17483 18000
Trina O'Connell - Financial Advisor 700 Central Ave #300, St. Petersburg, FL 33710
90456xxxx2 tri***********@n*.com 5 7 5 11 506 535
Michael Cohen - Raymond James One Progress Plaza, Ste 165, St. Petersburg, FL 33701
72755xxxx5
Raymond James Financial Services 6500 Central Ave, St. Petersburg, FL 33707
72738xxxx0
Greg Helck - Raymond James One Progress Plaza, Ste 165, St. Petersburg, FL 33701
72789xxxx8
Apex Accounting Solutions & Tax Services, Inc. 433 Central Ave, St. Petersburg, FL 33701
72743xxxx5 ana***@g****.com 4.8 14 5 57 150 6 155
St. Pete Wealth Management Group of Raymond James 200 Central Ave 24th Floor, St. Petersburg, FL 33701
72755xxxx7 aar************@r***********.com 5 1 17483 18000
Jacobson Wealth Management Group - Morgan Stanley 150 2nd Ave N Suite 1400, St. Petersburg, FL 33701
72780xxxx7
Transamerica Financial Advisors, Inc. 570 Carillon Pkwy Suite 200, St. Petersburg, FL 33716 72729xxxx0 4.2 10
Sterling Heights Financial Group, LLC 2972 66th St N, St. Petersburg, FL 33710
72498xxxx9 c18*****************************@s*****.wixpress 5 3 1261 22 1200
Elevate Financial Planning & Wealth Management 200 Central Ave N 5th Floor Suite 503, St. Petersburg, FL 33701
72747xxxx6 chr*********@e**********.com 5 52
Waters Wealth Management 6392 1st Ave N, St. Petersburg, FL 33710
72734xxxx8 wil***********@r***********.com 5 30 504 516
Dudley Wealth Advisory of Raymond James 200 Central Ave Fl 24, St. Petersburg, FL 33701
72789xxxx8 leg************@r***********.com 17484 18000
MarketWise Asset Management 136 4th St N Suite 208, St. Petersburg, FL 33701
81344xxxx2 adm**@m****************.com
MacDonald Financial 275 96th Ave N #4, St. Petersburg, FL 33702
72732xxxx9 e@m*****************.com 5 3
Thad Kuczynski - Raymond James 880 Carillon Pkwy, St. Petersburg, FL 33716
72756xxxx5 3d@r***********.com 5 2 17483 18000
Cassandra Smalley Wealth Management
cas******@c***************.com 5 2
ARS Wealth Advisors (Formerly Anderson, Riley, & Spoor) 111 2nd Ave NE, St. Petersburg, FL 33701
72732xxxx1 20k**********@a********.com
Ken DeMarco - Financial Planner 26756xxxx1 5 1
James W. Howard - Morgan Stanley 150 2nd Ave N Suite 1400, St. Petersburg, FL 33701
72730xxxx7 acc**********@m************.com
Aine Tomasso - RBC Wealth Management Financial Advisor 100 2nd Ave S Suite 800, St. Petersburg, FL 33701
72750xxxx2 wms**********@r**.com 10870 12144
Kristin Smith - Raymond James 200 Central Ave 24th Floor, St. Petersburg, FL 33701
72789xxxx8 aar************@r***********.com 17483 18000
Noelle Daniel Wealth Management LLC 12651 Walsingham Rd Suite E, Largo, FL 33774
72740xxxx9 car***@n*****************.com
Harmony Wealth Partners of Raymond James 880 Carillon Pkwy, St. Petersburg, FL 33716
50265xxxx4 aar************@r***********.com 17483 18000
Powers Wealth Group 100 2nd Ave S # 800, St. Petersburg, FL 33701
72782xxxx8
Longview Wealth Advisors 100 2nd Ave S Ste 402 N, St. Petersburg, FL 33701 81380xxxx4 5 3
Clarity Financial Advisors LLC. 260 1st Ave S, St. Petersburg, FL 33701
72734xxxx6 inf*@t******************.com
DCH Wealth Management 147 2nd Ave S Suite 403, St. Petersburg, FL 33701
72791xxxx7 ale*@d********.com
Jay Dolan, CFP® 2553 1st Ave N, St. Petersburg, FL 33713
72734xxxx0 ari********@l**.com 5 1
Michael Glennon - Raymond James 547 1st St S Suite 101, St. Petersburg, FL 33701
72738xxxx0 aar************@r***********.com 5 1 17484 18000
Marylou Ferguson - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
88852xxxx2
Morgan Stanley Tower 150 2nd Ave N, Saint Petersburg, FL 33701
72730xxxx0 bla****@f**************.com 4.9 8 564 12 638
Thom Newcomb - Private Wealth Advisor, Ameriprise Financial Services, LLC 424 22nd Ave N Unit 427, St. Petersburg, FL 33704
85038xxxx4 dns*****@a***.com 5 4
HD Money, Inc 360 Central Ave Suite #1210, St. Petersburg, FL 33701
72737xxxx3 con****@o****.com 5 20 121 142
Donald Schultz - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72789xxxx7 don***********@r**.com 37 39
Suncoast Wealth Solutions, Inc. 780 94th Ave N UNIT 107, St. Petersburg, FL 33702
72757xxxx8 ang********@l****************.com 122 2 125
Daniel Maroney - Raymond James 100 2nd Ave S Ste 704S, St. Petersburg, FL 33701
72789xxxx5 aar************@r***********.com 5 1 17484 18000
UBS Financial Services Inc. 150 2nd Ave N Suite 1000, St. Petersburg, FL 33701
72782xxxx9 aar*******@u**.com 1 2 229870 242000
LPF Financial Advisors 970 Lake Carillon Dr ste 300 office 355, St. Petersburg, FL 33716
86689xxxx4 ano**@l**********.com
Bayview Private Wealth South 200 Central Ave, St. Petersburg, FL 33701
72736xxxx1 cha*****@b************.com 5 2 195 11 201
Merrill Lynch Financial Advisor J. Scott Jacobus 200 Central Ave, St. Petersburg, FL 33701
72782xxxx2 ale*********@m*.com
Menke Financial 700 Central Ave #300, St. Petersburg, FL 33701
72754xxxx8 kyl*******@n*.com 5 1
SWM Advisors 1 Beach Dr SE Suite 301, St. Petersburg, FL 33701 72745xxxx1
Scott Sutton - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72789xxxx0 joh*******@c*.rbcwealthmanagement 1 1
Cyndeo Wealth Partners 200 Central Ave 23rd Floor, St. Petersburg, FL 33701
72747xxxx0 con****@c*******.com 183 3 228
Steele Nugent - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72750xxxx4 lia*********@r**.com
Max Winger - Raymond James 200 Central Ave Fl 24, St. Petersburg, FL 33701
72755xxxx2 aar************@r***********.com 17483 18000
Edward Jones - Financial Advisor: Josh Boulware, CFP®|ChFC® 6501 Central Ave, St. Petersburg, FL 33710
72734xxxx9 a.j*********@e**********.com 5 16 143
Artistry Wealth Management 700 Central Ave UNIT 300, St. Petersburg, FL 33701
ade********@n*.com 302 38 312
Executive Consulting of Raymond James 880 Carillon Pkwy, St. Petersburg, FL 33716
72756xxxx9 3d@r***********.com 5 2 17483 18000
Bay View Capital Advisory Group, LLC 6414 1st Ave N, St. Petersburg, FL 33710
72789xxxx3 and***@p*******.com
David Henwood - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72750xxxx7 dav**********@r**.com 5
Raymond James Financial Services 409 Pasadena Ave S, St. Petersburg, FL 33707
72730xxxx9 leg************@r***********.com 17484 18000
Mangrove Financial Group 9952 Gandy Blvd N, St. Petersburg, FL 33702
72737xxxx0 dbr***@m*********************.com 4.9 12 681 3871 737
Stephen A. Stapp - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72789xxxx8 joh*******@c*.rbcwealthmanagement 12404 14000
Wells Fargo Advisors 100 2nd Ave S Suite 400-N, St. Petersburg, FL 33701
72755xxxx2 a-p*************@w*****************.com 189257 190451
Infinity Tax and Financial Planning 1700 66th St N #209, St. Petersburg, FL 33710 72734xxxx6 5 4
Powers Wealth Group 100 2nd Ave S, Saint Petersburg, Fl 33701
72782xxxx8
Berg Wealth Management Group - Ameriprise Financial Services, LLC 18167 US Hwy 19 N Ste 195, Clearwater, FL 33764
72753xxxx8 5 5
Frank Lisboa Jr. - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
21270xxxx1
Michael Jensen - Raymond James 100 2nd Ave S Ste 704S, St. Petersburg, FL 33701
72726xxxx3 aar************@r***********.com 17483 18000
Merrill Lynch Financial Advisor Patricia Ann Hamblen 200 Central Ave Suite 1400, St. Petersburg, FL 33701
72782xxxx4 ale*********@m*.com
Align Wealth Management : Financial Planners, Wealth Retirement 125 5th St S #201, St. Petersburg, FL 33701
72745xxxx3 3d@a************.com 5 2 18774 20 20000
Sean Goodrich - Raymond James 100 2nd Ave S Ste 704S, St. Petersburg, FL 33701
72789xxxx0 5 2
Northwestern Mutual 700 Central Ave #300, St. Petersburg, FL 33701
72780xxxx4 ade********@n*.com 5 11
Frey Masterson Investment Advisors 2713 1st Ave N, St. Petersburg, FL 33713
72747xxxx4
Wealth Bridge Financial Group 100 2nd Ave S Ste 402 N, St. Petersburg, FL 33701
72737xxxx2 dan@w*************************.com 309
Jimmy Okun - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72750xxxx3 joh*******@c*.rbcwealthmanagement 12404 14000
Raymond James & Associates 800 Carillon Pkwy, St. Petersburg, FL 33716
72756xxxx0 aar************@r***********.com 5 1 17483 18000
ON Wealth Management Group 100 2nd Ave S # 800, St. Petersburg, FL 33701
72750xxxx3 joh*******@c*.rbcwealthmanagement
John Marino - RBC Wealth Management Financial Advisor 100 2nd Ave S # 800, St. Petersburg, FL 33701
72750xxxx5 rbc*********@r**.com
Bruce Cook - Raymond James 877 Executive Center Dr W Suite 303, St. Petersburg, FL 33702
72757xxxx0 5 1
Generational Wealth Partners - UBS Financial Services Inc. 150 2nd Ave N Suite 1000, St. Petersburg, FL 33701
72789xxxx0 ade*********@u**.com
Advanced Capital Management 2500 Boca Ciega Dr N, St. Petersburg, FL 33710
72754xxxx9 acm*******@v******.net 5 10 5 11 497 78 477
Matt Harring, CFP - Raymond James 880 Carillon Pkwy #32e, St. Petersburg, FL 33716
72756xxxx4 har************@r***********.com 28
Robert Trent Ulrich - UBS Financial Services Inc. 150 2nd Ave N Suite 1000, St. Petersburg, FL 33701
72789xxxx3 ade*********@u**.com
Florida Financial Advisors 401 S 12th St #2, Tampa, FL 33602
81333xxxx3 a-e@f********.com 4.9 148 375 27 396
Sundial Financial Group Inc 251 Corey Ave, St Pete Beach, FL 33706
72736xxxx0 nic********@f*********.com 3 2

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