OUR SARASOTA AND BRADENTON TEAM


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Daniel Gilmore, AAMS

Branch Manager
Financial Advisor

Contact Information

  • Holds the Series 6, 7, 24, 51, 63 and Life, Health and Variable Annuity Licenses.
  • Holds an Accredited Asset Management Specialist designation from the College of Financial Planning in Denver, Colorado. 
  • Over 20 years of experience in the financial services industry. 
  • Affiliated with Raymond James as a Financial Advisor since 1999.
  • Provides financial planning and investment advisory services to small business owners, retirees and those preparing for retirement.
  • Graduated from Florida State University in Tallahassee, FL in 1989.
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Joshua Lowe

Branch Manager
Financial Advisor

Contact Information

  • Holds the Series 7, 24, 63, 65 and Life, Health and Variable Annuity Licenses.
  • 20 years of experience in the financial services industry.
  • Previously managed affluent clients at Bank of America Investment Services and Wachovia.
  • Graduated from Auburn University in Montgomery, Alabama, Cum Laude, in 1996, where he was a four year letterman and Academic All-American in baseball.
  • Honored by Raymond James in 2013 for achieving the Executive Council for recognition and dedication. *Membership is based on prior fiscal year production. Re-qualification is required annually.

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Zev Bishop

Financial Advisor

Contact Information

  • Holds the Series 7, 24 and 66 licenses.
  • Zev earned a Bachelor of Science degree in Finance from Florida State University in Tallahassee, FL.
  • Previously was a senior member of the compliance team at Raymond James Financial Corporate Headquarters in St. Petersburg, FL.
  • Completed the Raymond James Leadership Development Program in 2013.
  • Financial Analyst for the Florida Office of Financial Regulation in Tallahassee, FL from 2008 – 2010.
  • Both Zev and his wife Jacquelyn were born and raised in Sarasota, FL and currently reside in the Southgate neighborhood with their son Mason William Bishop.
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Trina Silenzi

Administrative Assistant

Contact Information

  • Graduated with high honors from Eckerd College with her bachelor degree in Business Management.
  • Primary focus through college was in finance and marketing including an international business and finance course and case study in the Bahamas. 
  • Over 15 years of experience in the mortgage, title, and marketing industries.  
  • Currently working towards obtaining her series 7 license. 
  • Trina is married with three children Savannah, Sanibel, and the newest addition Bodhi.