Top 20 Financial Services Companies in St. Petersburg

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Below is the list of Top 20 Financial Services Companies in St. Petersburg ranked based on company size, client reviews, services, and awards.

Financial Services Companies in St. Petersburg

1. Raymond James

Industry: Financial Services

Location: St. Petersburg, Florida

Website: raymondjames.com

Company Founded: 1962

Company Size: 10001+

Company Address: 880 Carillon Parkway, St. Petersburg, Florida, United States

Raymond James Contact Details

Name Title LinkedIn Phone Email
Grace Blankenship Education Partner Relationship Manager
Abhinav Agrawal Business Analyst
Matt Koehling Financial Advisor
Kathleen Coppola Financial Advisor
Jill Enloe Financial Advisor At White And Luff
Trey Martin Senion Vice President Of Investments
Molly Mcniell Financial Advisor
Requires/Intent and 2082 more Employees
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
and more

2. Transamerica Financial Advisors, Inc.

Industry: Financial Services

Location: St. Petersburg, Florida

Website: tfaconnect.com

Company Founded: 1984

Company Size: 51-200

Company Address: 570 Carillon Parkway, St. Petersburg, Florida, United States

Transamerica Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Richard Moore Investment Advsior Representative
Andrew Hodnick Investment Advisor Representative
Rick Fuller Investment Advisor Representative
Jared Sosa Investment Advisor Representative
Chris Felton Branch Office Supervisor
Tony Corona Registered Representative
Chase Jenson Investment Advisor Representative
Requires/Intent and 226 more Employees
Business Strategy & Growth Consulting
Mobile App Development For Financial Services
and more

3. Pscu

Industry: Financial Services

Location: St. Petersburg, Florida

Website: pscu.com

Company Founded: 1977

Company Size: 1001-5000

Company Address: 560 Carillon Parkway, St. Petersburg, Florida, United States

Pscu Contact Details

Name Title LinkedIn Phone Email
Joe Quijada Security Access Administrator
Cude Rini Fredette Senior Vice President, Contact Center Services And Solutions
Suzanne Rogers Vice President Membership Development
Sonya Jackson Senior Learning Architect
Robert Curran Enhanced Fraud Services
Tom Petrick Regional Vice President Of Sales
Denise Stevens Svp, Chief Product Officer
Requires/Intent and 203 more Employees
Asset Management
Wealth Management
Loan Origination & Servicing Platforms
and more

4. Dynasty Financial Partners

Industry: Financial Services

Location: St. Petersburg, Florida

Website: dynastyfinancialpartners.com

Company Founded: 2009

Company Size: 51-200

Company Address: 200 Central Avenue, St. Petersburg, Florida, United States

Dynasty Financial Partners Contact Details

Name Title LinkedIn Phone Email
Joseph Rizzo Director, Mergers And Acquisition
Nick Gerace Senior Vice President, Investments
Nicholas Stile Vice President Marketing
Caitlin Douglas Senior Vice President, Transition Services
Dmitry Vorontsov Controller, Vice President
Cassandra Davies Operations Associate
Requires/Intent
IoT-enabled Smart Banking Solutions
Mobile App Development For Financial Services
Securities Trading & Brokerage
Omnichannel Customer Support
Risk Assessment & Mitigation
and more

5. Diamond Mind

Industry: Financial Services

Location: St. Petersburg, Florida

Website: diamondmindinc.com

Company Founded: 2003

Company Size: 11-50

Company Address: 9620 Executive Center Drive North, St. Petersburg, Florida, United States

Diamond Mind Contact Details

Name Title LinkedIn Phone Email
Jason Walters New School Specialist
Lexie Wilder Sales Account Executive
Lexie Bill Account Manager
Jeff Harkins Regional Account Manager
Kathryn Toal Assistant Manager, Client Services
Patricia Trifone Client Services Representative
Requires/Intent
Omnichannel Customer Support
Mortgage & Loan Processing
Quality Control & Assurance
ESG & Sustainable Finance Consulting
and more

6. United Capital Funding

Industry: Financial Services

Location: St. Petersburg, Florida

Website: ucfunding.com

Company Founded: 1997

Company Size: 11-50

Company Address: 146 2nd Street North, St. Petersburg, Florida, United States

United Capital Funding Contact Details

Name Title LinkedIn Phone Email
Mark Mandula National Sales Manager
Charles Hall Account Executive
Requires/Intent
Branding & Public Relations
Mobile App Development For Financial Services
Asset Management
and more

7. Paykings

Industry: Financial Services

Location: St. Petersburg, Florida

Website: paykings.com

Company Founded: 2011

Company Size: 11-50

Company Address: 100 2nd Avenue North, St. Petersburg, Florida, United States

Paykings Contact Details

Name Title LinkedIn Phone Email
Kristin Ward Vice President Of Processing And Sales
Requires/Intent
Asset Management
Technology Consulting
Sales & Lead Generation Strategy
and more

8. Bankers Financial Corporation

Industry: Financial Services

Location: St. Petersburg, Florida

Website: bankersfinancialcorp.com

Company Size: 501-1000

Company Address: 11101 Roosevelt Boulevard North, St. Petersburg, Florida, United States

Bankers Financial Corporation Contact Details

Name Title LinkedIn Phone Email
William Knowles Information Security Engineer Head Of Information Security
Michael Sherzan Board Member
Terry Stober Service Desk Support Specialist Ii
Shieth Evans Senior Underwriter
Olga Lockheed Assistant Vice President Of Pmo
Hilary Thompson Customer Service Representative
Jimmy Earles Agent
Requires/Intent and 5 more Employees
Omnichannel Customer Support
Risk Management & Compliance
Banking & Payment Processing
and more

9. Intrinio

Industry: Financial Services

Location: St. Petersburg, Florida

Website: intrinio.com

Company Founded: 2010

Company Size: 11-50

Company Address: 600 First Avenue North, St. Petersburg, Florida, United States

Intrinio Contact Details

Name Title LinkedIn Phone Email
Kenneth Miller Director Of Research And Development
Phillip Vigo Technical Support Manager
Matt Von Lintel Senior Software Engineer
Requires/Intent
Financial Planning & Retirement Solutions
Corporate Finance Strategy
Treasury & Cash Flow Management
and more

10. Meridian Asset Services

Industry: Financial Services

Location: St. Petersburg, Florida

Website: meridianassetservices.com

Company Founded: 2000

Company Size: 1001-5000

Company Address: 3201 34th Street South, St. Petersburg, Florida, United States

Meridian Asset Services Contact Details

Name Title LinkedIn Phone Email
Vivienne Tien Client Support Specialist I
Daniel Parker Client Trade Manager
Jennifer Schraut Executive Administrator
Sharalyn Hyman Executive Assistant At Meridian Health Services
Joyce Bleess Reo Title Department
Heng Sa-ardphanchai Collateral Supervisor
Deb Hummer Support At Meridian Health Services
Requires/Intent and 11 more Employees
Cloud Computing Solutions
Omnichannel Customer Support
Asset Management
and more

11. Primax

Industry: Financial Services

Location: St. Petersburg, Florida

Website: primax.us

Company Founded: 1981

Company Size: 51-200

Company Address: 560 Carillon Parkway, St. Petersburg, Florida, United States

Primax Contact Details

Name Title LinkedIn Phone Email
Paula Lins Project Manager Ii
Paula Botta Project Manager
John Erwin Business Analyst And Developer
Rita Macone Project Analyst
Lisa Kimball Dispute Resolution Specialist
Miriam Duarte Csr
Eric Smyth Compliance Analyst
Requires/Intent
Technology Consulting
Debt Collection & Recovery
Data Analytics & Business Intelligence
and more

12. Fintech Credit Innovations, Inc.

Industry: Financial Services

Location: St. Petersburg, Florida

Website: fintechcreditinc.com

Company Founded: 2018

Company Size: 11-50

Company Address: 9600 Koger Boulevard North, St. Petersburg, Florida, United States

Fintech Credit Innovations, Inc. Contact Details

Name Title LinkedIn Phone Email
Hubert Dorsaint Lead Qa Analyst
Requires/Intent
Financial Auditing & Reporting
Asset Management
and more

13. Bankers Life Insurance Company

Industry: Financial Services

Location: St. Petersburg, Florida

Website: bankerslifeinsurance.com

Company Founded: 1976

Company Size: 51-200

Company Address: 11101 Roosevelt Boulevard North, St. Petersburg, Florida, United States

Bankers Life Insurance Company Contact Details

Name Title LinkedIn Phone Email
Tracie Bolton Agent And Producer
Warner Millson Insurance Agent
Gloria Donald Retirement Consultant
Kyle Ruiter Licensed Insurance Agent
Keefe Brockman Insurance Agent
Monroe Anthony Insurance Agent
Thomas Farrell Insurance Specialist
Requires/Intent
Online Advertising & SEO
Mortgage & Loan Processing
Corporate Finance Strategy
Business Strategy & Growth Consulting
Digital Payment & Subscription Solutions
and more

14. Advisors Plus

Industry: Financial Services

Location: St. Petersburg, Florida

Website: advisorsplus.com

Company Founded: 2005

Company Size: 1001-5000

Company Address: 560 Carillon Parkway, St. Petersburg, Florida, United States

Advisors Plus Contact Details

Name Title LinkedIn Phone Email
Sandra Corner Associate Consultant, Strategic Consulting
Requires/Intent
Tax Planning & Strategy
Omnichannel Customer Support
Document Management & E-signature Solutions
Cybersecurity & Data Protection
and more

15. Peak Home Loans

Industry: Financial Services

Location: St. Petersburg, Florida

Website: peakhomeloans.com

Company Founded: 2004

Company Size: 11-50

Company Address: 360 Central Avenue, St. Petersburg, Florida, United States

Peak Home Loans Contact Details

Name Title LinkedIn Phone Email
Erin Hon Mortgage Assistant
Requires/Intent
Corporate Finance Strategy
Employee Training & Workforce Development
Fraud Detection & Prevention
Technology Consulting
Accounting Services
and more

16. Elease

Industry: Financial Services

Location: St. Petersburg, Florida

Website: elease.com

Company Founded: 1995

Company Size: 11-50

Company Address: 550 First Avenue North, St. Petersburg, Florida, United States

Elease Contact Details

Name Title LinkedIn Phone Email
Elease Wiggins Owner-operator
Brian James National Account Manager
Requires/Intent
ERP For Financial Institutions
HR & Talent Acquisition
Branding & Public Relations
Mergers & Acquisitions Advisory
and more

17. Rib City Restaurant

Industry: Financial Services

Location: St. Petersburg, Florida

Company Size: 1-10

Company Address: 1559 66th Street North, St. Petersburg, Florida, United States

Rib City Restaurant Contact Details

Name Title LinkedIn Phone Email
Mykayah Houston Hostess
Christopher Cole Line Cook
Requires/Intent
Blockchain & Cryptocurrency Solutions
ESG & Sustainable Finance Consulting
Hedge Fund & Private Equity Consulting
Loan Origination & Servicing Platforms
Credit Rating & Analysis
and more

18. Matthews Benefit Group

Industry: Financial Services

Location: St. Petersburg, Florida

Website: eerisa.com

Company Founded: 1978

Company Size: 11-50

Company Address: 701 94th Avenue North, St. Petersburg, Florida, United States

Matthews Benefit Group Contact Details

Name Title LinkedIn Phone Email
Dawn Musgrave 401 Plan Administrator
Requires/Intent
Mortgage & Loan Processing
Customer Relationship Management (CRM)
Employee Training & Workforce Development
and more
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St. Petersburg Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Grace Blankenship Raymond James Education Partner Relationship Manager
2 Abhinav Agrawal Raymond James Business Analyst
3 Matt Koehling Raymond James Financial Advisor
4 Kathleen Coppola Raymond James Financial Advisor
5 Jill Enloe Raymond James Financial Advisor At White And Luff
6 Trey Martin Raymond James Senion Vice President Of Investments
7 Molly Mcniell Raymond James Financial Advisor
8 Richard Moore Transamerica Financial Advisors, Inc. Investment Advsior Representative
9 Andrew Hodnick Transamerica Financial Advisors, Inc. Investment Advisor Representative
10 Rick Fuller Transamerica Financial Advisors, Inc. Investment Advisor Representative
11 Jared Sosa Transamerica Financial Advisors, Inc. Investment Advisor Representative
12 Chris Felton Transamerica Financial Advisors, Inc. Branch Office Supervisor
13 Tony Corona Transamerica Financial Advisors, Inc. Registered Representative
14 Chase Jenson Transamerica Financial Advisors, Inc. Investment Advisor Representative
15 Joe Quijada Pscu Security Access Administrator
16 Cude Rini Fredette Pscu Senior Vice President, Contact Center Services And Solutions
17 Suzanne Rogers Pscu Vice President Membership Development
18 Sonya Jackson Pscu Senior Learning Architect
19 Robert Curran Pscu Enhanced Fraud Services
20 Tom Petrick Pscu Regional Vice President Of Sales
21 Denise Stevens Pscu Svp, Chief Product Officer
22 Joseph Rizzo Dynasty Financial Partners Director, Mergers And Acquisition
23 Nick Gerace Dynasty Financial Partners Senior Vice President, Investments
24 Nicholas Stile Dynasty Financial Partners Vice President Marketing
25 Caitlin Douglas Dynasty Financial Partners Senior Vice President, Transition Services
26 Dmitry Vorontsov Dynasty Financial Partners Controller, Vice President
27 Cassandra Davies Dynasty Financial Partners Operations Associate
28 Jason Walters Diamond Mind New School Specialist
29 Lexie Wilder Diamond Mind Sales Account Executive
30 Lexie Bill Diamond Mind Account Manager
31 Jeff Harkins Diamond Mind Regional Account Manager
32 Kathryn Toal Diamond Mind Assistant Manager, Client Services
33 Patricia Trifone Diamond Mind Client Services Representative
34 Mark Mandula United Capital Funding National Sales Manager
35 Charles Hall United Capital Funding Account Executive
36 Kristin Ward Paykings Vice President Of Processing And Sales
37 William Knowles Bankers Financial Corporation Information Security Engineer Head Of Information Security
38 Michael Sherzan Bankers Financial Corporation Board Member
39 Terry Stober Bankers Financial Corporation Service Desk Support Specialist Ii
40 Shieth Evans Bankers Financial Corporation Senior Underwriter

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