Each year, Waller & Wax Advisors hosts an annual Symposium for existing and prospective clients, leaders in the community and friends. The purpose is to set the tone for the coming year, discuss important considerations and gain perspective from influential speakers.

In addition to hearing from our two Wealth Advisors, Jon Wax, CFP®  and Casey Fulp, CFP®, we are excited to announce our two guest speakers will be Michael Jernigan, Co-Founder of Paws for Patriots at Southeastern Guide Dogs and Anmol Sinha, Fixed Income Strategist at PIMCO.

Save the Date for our 34th Annual Symposium:
Saturday, February 3, 2018
8:30 AM-11:00 AM
Crowne Plaza- Tampa Westshore
5303 West Kennedy Blvd
Tampa, FL 33609

For parking, follow the Waller & Wax signs to the ballroom parking lot located at the back of the hotel.


Past Speakers

  • Jeff Vinik (Owner of Tampa Bay Lightning)
  • Stacie Schaible (Emmy-nominated TV News Anchor)
  • Matt Baker (Capital Markets Strategist for Fidelity Advisors)
  • Chris Ryon (Portfolio Manager at Thornburg Funds)
  • Bob Buckhorn (Mayor of Tampa)
  • Charles DeVaulx (Chief Investment Officer at IVA Funds)
  • Dr. Susan MacManus (USF Professor of Political Science)

Raymond James is not affiliated with Michael Jernigan, Anmol Sinha and/or PIMCO. Raymond James is not affiliated with past speakers and/or their organizations.