AeroLeads people directory · profile

Matt Vancleve, Jd, Cfp® Email & Phone Number

Wealth Planning Strategist providing targeted advice and analysis for Raymond James Advisors with high-net-worth clients. at Raymond James
Location: St Petersburg, Florida, United States 10 work roles 2 schools
1 work email found @raymondjames.com 3 phones found area 901 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email m****@raymondjames.com
Direct phone (901) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Wealth Planning Strategist providing targeted advice and analysis for Raymond James Advisors with high-net-worth clients.
Location
St Petersburg, Florida, United States
Company size

Who is Matt Vancleve, Jd, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Matt Vancleve, Jd, Cfp® is listed as Wealth Planning Strategist providing targeted advice and analysis for Raymond James Advisors with high-net-worth clients. at Raymond James, a company with 5 employees, based in St Petersburg, Florida, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 901, and a matched LinkedIn profile for Matt Vancleve, Jd, Cfp®.

Matt Vancleve, Jd, Cfp® previously worked as Wealth Planning Strategist at Raymond James and Financial Advisor at Strategic Financial Partners. Matt Vancleve, Jd, Cfp® holds J.D., Legal Studies from Florida Coastal School Of Law.

Company email context

Email format at Raymond James

This section adds company-level context without repeating Matt Vancleve, Jd, Cfp®'s masked contact details.

*@raymondjames.com
68% confidence

AeroLeads found 1 current-domain work email signal for Matt Vancleve, Jd, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Matt Vancleve, Jd, Cfp®

Member of a team of credentialed attorneys, estate, and tax planning strategists who provide targeted advice and analysis for high-net-worth clients with $5+ million in investable assets.

Listed skills include Legal Research, Family Law, Estate Planning, Legal Writing, and 8 others.

Current workplace

Matt Vancleve, Jd, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Wealth Planning Strategist providing targeted advice and analysis for Raymond James Advisors with high-net-worth clients.
Toronto, ON
Website
Employees
5
AeroLeads page
10 roles · 16 years

Matt Vancleve, Jd, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Planning Strategist

Current

St. Petersburg, Florida, US

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's.

Jun 2020 - Present

Financial Advisor

Various Locations, US

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Sep 2018 - Jun 2020

Owner And Attorney At Law

Alliance Law & Counseling is a client centered practice that focuses in Estate Planning, Probate and Estate Administration, and Business Law.

May 2014 - Jun 2020

Manager Of Pro Bono Initiatives

The Pickler Law Firm
2010 - Apr 2014

Managing Associate

The Pickler Law Firm
2010 - Apr 2014

Certified Legal Intern

Florida Coastal School Of Law, Family Law Clinic

Represented clients from initial client meeting through final hearing in divorce, child custody, domestic violence, dependency and special education matters

Aug 2009 - May 2010

Intern

Three Rivers Legal Services

Interviewed clients to determine their legal issues regarding family law, foreclosure, employment and property tax issuesresearched and drafted legal documents

May 2009 - Aug 2009

Legal Writing Teaching Assistant

Jacksonville, Florida, US

Assisted first year law students as they learn basic legal writing and research skills

Aug 2008 - May 2009

Research Assistant To Professor David Pimentel

Jacksonville, Florida, US

Researched issues regarding judicial misconduct in the federal court systemAnalyzed the Breyer Committee Report of 2006, the Judicial Conduct and Disability Act of 1980, and the absence of complaints filed by attorneys

May 2008 - Aug 2008
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

2 education records

Matt Vancleve, Jd, Cfp® education

J.D., Legal Studies

Florida Coastal School Of Law

Ba, Psychology & Political Science

University Of Tennessee-Knoxville
FAQ

Frequently asked questions about Matt Vancleve, Jd, Cfp®

Quick answers generated from the profile data available on this page.

What company does Matt Vancleve, Jd, Cfp® work for?

Matt Vancleve, Jd, Cfp® works for Raymond James.

What is Matt Vancleve, Jd, Cfp®'s role at Raymond James?

Matt Vancleve, Jd, Cfp® is listed as Wealth Planning Strategist providing targeted advice and analysis for Raymond James Advisors with high-net-worth clients. at Raymond James.

What is Matt Vancleve, Jd, Cfp®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Matt Vancleve, Jd, Cfp® at Raymond James.

What is Matt Vancleve, Jd, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 901 for Matt Vancleve, Jd, Cfp® at Raymond James.

Where is Matt Vancleve, Jd, Cfp® based?

Matt Vancleve, Jd, Cfp® is based in St Petersburg, Florida, United States while working with Raymond James.

What companies has Matt Vancleve, Jd, Cfp® worked for?

Matt Vancleve, Jd, Cfp® has worked for Raymond James, Strategic Financial Partners, Alliance Law & Counseling, Ashford Advisors, and The Pickler Law Firm.

Who are Matt Vancleve, Jd, Cfp®'s colleagues at Raymond James?

Matt Vancleve, Jd, Cfp®'s colleagues at Raymond James include Bryan Green, Mba, Cissp, Dennis Grogan, Mba, Shaun Phillips, Elizaveta Usacheva, and Ben Bornstein.

How can I contact Matt Vancleve, Jd, Cfp®?

You can use AeroLeads to view verified contact signals for Matt Vancleve, Jd, Cfp® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Matt Vancleve, Jd, Cfp® attend?

Matt Vancleve, Jd, Cfp® holds J.D., Legal Studies from Florida Coastal School Of Law.

What skills is Matt Vancleve, Jd, Cfp® known for?

Matt Vancleve, Jd, Cfp® is listed with skills including Legal Research, Family Law, Estate Planning, Legal Writing, Corporate Law, Business Formation, Legal Issues, and Leadership.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.