James Spicer

Jim is a seasoned financial advisor with 23 years of experience, dedicated to prioritizing his clients' needs. With a comprehensive understanding of life's transitions, he provides tailored financial solutions. Jim holds a degree in Finance, Insurance, and Real Estate from the University of Florida and began his career at Morgan Stanley in 2001. Over the years, Jim has cultivated strong relationships with internal and external professionals to address a wide range of financial challenges. Beyond his professional accomplishments, Jim is a devoted husband to his wife, Debbie, and a father to their two children, Bentley and Savannah.

Ryan Roy

Ryan Roy, with over 10 years of experience in the financial services industry, helps investors navigate the broad landscape of investment options with quality service and personal commitment. From financial planning to comprehensive portfolio review, Ryan's recommendations are designed to benefit clients while minimizing risk. After two years at Wells Fargo, Ryan joined Raymond James in 2023. He holds an MBA from the University of Florida. Ryan is involved in Tampa Bay's Next Generation Divorce Club and other local community activities. Residing in Odessa, Florida, he enjoys life with his wife and two daughters, Taylor and Abbey, and spends his leisure time playing golf and tennis.