Raymond James Financial Services, Inc.

Industry: Company

Description

Headquarters: St. Petersburg, FL Founded: 1974 Parent organization: Raymond James Subsidiaries: Treasury Bond Receipts, Raymond James Financial Services, Inc., Asset Management Arm

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Raymond James Financial Services, Inc. Employees

Employee
Years
Job
Industry
Christa Halsey Christa Halsey Lebanon, Ohio Details
Christa Halsey's Raymond James Financial Services, Inc. Experience 2010 - Present
Job AVP, Financial Advisor at First Financial Wealth Management
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   2010 - Present
JPMorgan Chase  2006 - 2010
Fifth Third Securities  2002 - 2006
Bank One  1994 - 2002

Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Mutual Funds, Estate Planning, Investment Advisory, Fixed Annuities, Asset Allocation, Portfolio Management, Series 63, Securities, Asset Management, Life Insurance, Financial Services, IRAs, Investment Strategies, Wealth Management..., ETFs, Series 65, High Net Worth..., Variable Annuities, Long Term Care Insurance, Pensions, Finance, 401k, Financial Planning

Education
University of Cincinnati College of Business
Business/Managerial Economics

Katie Argotsinger Katie Argotsinger Franklin, Tennessee Details
Katie Argotsinger's Raymond James Financial Services, Inc. Experience May 2015 - Present
Job Wealth Advisor at Southwestern Investment Group
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   May 2015 - Present
Raymond James Financial Services, Inc.   September 2013 - May 2015
Raymond James Financial Services, Inc.   March 2013 - September 2013
Raymond James Financial Services, Inc.   October 2011 - March 2013
Raymond James Financial Services, Inc.   March 2008 - October 2011
Raymond James Financial Services, Inc.   January 2008 - March 2008
Raymond James Financial Services, Inc.   September 2006 - December 2007

Education
University of Florida - Warrington College Of Business   2007 — 2008
MBA

University of South Florida - College of Business Administration   2001 — 2005
B.S., Management and Marketing

Leroy Tanker, CPA/PFS, CFP Leroy Tanker, CPA/PFS, CFP Greater Atlanta Area Details
Leroy Tanker, CPA/PFS, CFP's Raymond James Financial Services, Inc. Experience November 2005 - February 2012
Job Senior Advisor at Expense Reduction Advisors, LLC
Industry Financial Services
Experience
Expense Reduction Advisors, LLC   September 2012 - Present
Legacy Wealth Advisors, LLC   February 2012 - December 2014
Freedom Financial Services, Inc, An Independent Firm   November 2005 - December 2014
Raymond James Financial Services, Inc.   November 2005 - February 2012
UBS Wealth Management  November 2000 - November 2005
Merrill Lynch  May 1994 - November 2000
HJ Russell & Company  1990 - 1994
Price Waterhouse  1976 - 1978

Education
University of Alabama   1973 — 1976
BS, Accounting

Jeffrey T. Dobyns, CFP®, ChFC, CLU Jeffrey T. Dobyns, CFP®, ChFC, CLU Franklin, Tennessee Details
Jeffrey T. Dobyns, CFP®, ChFC, CLU's Raymond James Financial Services, Inc. Experience April 2002 - Present
Job President of Southwestern Investment Group
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   April 2002 - Present
Lykins Financial Group, CPAs   April 1999 - March 2002

Skills
Investments, Insurance, Finance, Leadership, Business Development, Financial Advisory, Strategic Planning, Investment Management, Wealth, Tax

Education
Ohio University   1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance

Alyson Maher Alyson Maher Washington D.C. Metro Area Details
Alyson Maher's Raymond James Financial Services, Inc. Experience August 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Law & Associates, Inc   August 2013 - Present
Raymond James Financial Services, Inc.   August 2013 - Present

Skills
Microsoft Office, Finance, Financial Accounting, PowerPoint, Quick Learner, Hard and efficient..., Can work in group...

Education
Kent State University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance

Amelia (Amy) Proctor, CPA Amelia (Amy) Proctor, CPA Tyler, Texas Details
Amelia (Amy) Proctor, CPA's Raymond James Financial Services, Inc. Experience June 2011 - Present
Job Branch Manager, Financial Advisor, RJFS and SVP, Division ManagerTBT Financial Services
Industry Banking
Experience
Texas Bank and Trust Company  September 2012 - Present
Raymond James Financial Services, Inc.   June 2011 - Present
Texas Bank and Trust Company  June 2007 - June 2011
Texas State Bank  August 2003 - June 2007
Secured Trust Bank   December 1996 - August 2003

Skills
Investments, Finance, Securities, Financial Services, Financial Advisory, Wealth Management, Banking, Financial Analysis, Estate Planning, Financial Risk, Strategic Financial..., Retirement Planning

Education
University of Texas at Tyler   1982 — 1984
BBA, Accounting

Tyler Junior College   1981 — 1982
Associate's degree, Accounting

Susan Burrell Susan Burrell Tampa/St. Petersburg, Florida Area Details
Susan Burrell's Raymond James Financial Services, Inc. Experience 1992 - 1999
Job Managing Editor, PwC News at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers  September 2010 - Present
PricewaterhouseCoopers LLP  August 2003 - September 2010
Kennedy Space Center Visitor Complex / NASA Public Visitor Program   2002 - 2003
PricewaterhouseCoopers  1999 - 2001
Raymond James Financial Services, Inc.   1992 - 1999

Skills
Project Management, Corporate Communications, Management, Business Process..., Internal Communications, Social Media, Marketing, Strategy, Process Improvement, Public Relations, Program Management, Marketing Communications, Content Management

Education
University of Florida
BS, Business Administration - Marketing

Scottie Traylor Scottie Traylor Monroe, Louisiana Details
Scottie Traylor's Raymond James Financial Services, Inc. Experience January 2003 - Present
Job Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2003 - Present
Progressive Bank  2000 - Present
Legg Mason  November 1999 - January 2003
American Express Financial Advisors  October 1998 - November 1999

Skills
Portfolio Management, Investment Advisory, Wealth, Insurance, Financial Analysis, Finance, Financial Planners, Financial Planning, Investment Management, 401k, Wealth Management..., Series 7, Bonds, Stocks, ETFs, Long-term Care, Life Insurance, Series 65, Long Term Care Insurance, Disability Insurance, Series 9/10

Education
Louisiana Tech University   1969 — 1973
Bachelor of Arts, Architecture

Bob Metzger Bob Metzger Okauchee, Wisconsin Details
Bob Metzger's Raymond James Financial Services, Inc. Experience April 2001 - June 2005
Job OSJ Registered Rep at Packerland Brokerage Services, Inc.
Industry Investment Management
Experience
Packerland Brokerage Services, Inc.,Okauchee WI   February 2012 - Present
Sierra Financial   June 2005 - March 2013
Raymond James Financial Services, Inc.   April 2001 - June 2005
Merrill Lynch  October 1998 - April 2001

Skills
Investments, Retirement Planning

Education
Beloit College   1972 — 1976
B.A.

Wisconsin Lutheran High School   1968 — 1972

Andrew Wallisch Andrew Wallisch Greater Pittsburgh Area Details
Andrew Wallisch's Raymond James Financial Services, Inc. Experience August 2011 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   August 2011 - Present

Skills
Securities, Financial Modeling, Mutual Funds, Investment Management, Series 7, Series 66, Equities, Fixed Income, Portfolio Management, Strategic Financial..., Corporate Finance

Education
Bucknell University   2007 — 2011
BSBA, Business Management

Fox Chapel   2003 — 2007

John J. Robb John J. Robb Mobile, Alabama Area Details
John J. Robb's Raymond James Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor/Branch Manager
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   2003 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2002 - Present
A.G. Edwards & Sons, Inc.   July 1994 - May 2002
Dean Witter Reynolds, Inc.   June 1991 - July 1994
First Securities Company, Bond Division of First Horizon Bank   December 1986 - June 1991
WALA TV  March 1982 - November 1986
WLEX-TV  January 1981 - March 1982
WVLK AM FM   September 1979 - January 1981
WWKY   September 1978 - September 1979
WOMI AM FM   January 1978 - August 1978

Skills
Securities, Estate Planning, Uniform Combined State..., Wealth Management, Insurance, Mutual Funds

Education
Spring Hill College   2001 — 2008
M.A., Theology

Fordham University   1972 — 1976
B.A., Communications

Tommy Doerfler CPA, CFP Tommy Doerfler CPA, CFP Greater Nashville Area Details
Tommy Doerfler CPA, CFP's Raymond James Financial Services, Inc. Experience January 2009 - Present
Job Wealth Advisor, RJFS Southwestern Investment Group, Inc. Investment Management Consultant
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2009 - Present

Skills
Investment Advisory, Securities, Wealth Management, Series 7

Education
Middle Tennessee State University   2006 — 2009
BBA, Finance

Dennis Liddle, Jr. Dennis Liddle, Jr. Barberton, Ohio Details
Dennis Liddle, Jr.'s Raymond James Financial Services, Inc. Experience May 2002 - Present
Job Financial & Investment Advisor
Industry Financial Services
Experience
Mobile Meals, Inc.   November 2014 - Present
City of Barberton - Parks & Recreation   February 2011 - Present
Summa Barberton & Summa Wadsworth Hospitals   January 2011 - Present
Raymond James Financial Services, Inc.   May 2002 - Present
Barberton City School District  January 2006 - January 2014
Barberton Community Foundation  September 2003 - January 2014

Skills
Investments, Wealth Management, Fundraising, Finance, Financial Advisory, Securities, Nonprofits, Business Planning, Non-profits, Management, Program Management, Team Leadership, Government, Tax, Training, Strategic Planning

Education
Ashland University   1995 — 1999
Master of Business Administration (M.B.A.), Executive Mangement

Tiffin University   1985 — 1989
Bachelor's degree, Criminal Justice/Law Enforcement Administration

Lynn Phillips-Gaines Lynn Phillips-Gaines Starkville, Mississippi Details
Lynn Phillips-Gaines's Raymond James Financial Services, Inc. Experience 1998 - Present
Job Certified Financial Planner at Phillips Financial, An Independent Firm
Industry Financial Services
Experience
Phillips Financial, An Independent Firm   1982 - Present
Raymond James Financial Services, Inc.   1998 - Present
Starkville Bridges Out of Poverty Initiative   2011 - 2014

Skills
Wealth Management..., Investments, Wealth Management, Strategic Financial..., Business Planning, Financial Advisory, Finance, Wealth, Securities, Estate Planning, Public Speaking, Financial Services, Retirement Planning, Tax, Asset Management, Portfolio Management, 401k, Investment Advisory, Financial Planners, Mutual Funds, Series 7, Retirement, Wealth Enhancement and..., Legacy and Estate..., Strategic Planning, FINRA, Investment Management, Investment Strategies, IRAs, Asset Allocation, Series 63

Education
Southern Illinois University, Carbondale   1978 — 1980
MS

Mississippi State University   1974 — 1978
BA

Aron Gorenstein Aron Gorenstein Winnetka, Illinois Details
Aron Gorenstein's Raymond James Financial Services, Inc. Experience April 2000 - Present
Job Wealth Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   April 2000 - Present

Skills
Wealth Management, 401k Implimentation and..., Estate Planning, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Financial Modeling, Asset Management, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, Equities, Securities, Series 7, Series 63, Investments, Financial Analysis

Education
Boston University - School of Management   1990 — 1994
Bachelor of Arts (B.A.), Finance, General

The Hebrew University

The Hebrew University

Sue Dukeman, CLTC Sue Dukeman, CLTC Bloomington, Indiana Area Details
Sue Dukeman, CLTC's Raymond James Financial Services, Inc. Experience May 2004 - Present
Job Long Term Care Insurance Consultant
Industry Insurance
Experience
Indiana University  December 2008 - Present
Raymond James Financial Services, Inc.   May 2004 - Present
LaSalle St Securities  June 1998 - May 2004

Skills
Retirement, Strategic Financial..., Long-term Care, Life Insurance, Retirement Planning, Fixed Annuities, Investments, Long Term Care Insurance, Insurance, Term Life Insurance, Health Insurance, 401k, Employee Benefits, Series 7, Disability Insurance, Risk Management, Financial Planners, Benefits Administration, Financial Analysis, Wealth, Finance

Education
Indiana University Bloomington   1981 — 1985
Bachelor's degree, Marketing

Indiana University Bloomington   1981 — 1985
BS, Marketing

Mike Converse Mike Converse Wichita, Kansas Area Details
Mike Converse's Raymond James Financial Services, Inc. Experience January 2002 - Present
Job Wealth Manager at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2002 - Present
Keating & Associates, Inc.   July 2000 - Present

Skills
Financial Advisory, Securities, Financial Goals, Insurance, Employee Benefits, Wealth Management, Finance, Strategic Financial..., Retirement, Estate Planning, Fixed Annuities, Asset Allocation, Investments, Small Business, Retirement Planning, Wealth, 401k, Financial Planning

Education
Kansas State University
Bachelor of Science in Business Administration, Finance, Economics

Rick O'Dell Rick O'Dell Cincinnati Area Details
Rick O'Dell's Raymond James Financial Services, Inc. Experience March 2009 - Present
Job CEO and Registered Principal
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   March 2009 - Present
O'Dell Capital Management   March 2009 - Present
Edward Jones  June 1991 - March 2009

Skills
Portfolio Management, Financial Advisory, Securities, Investments, Asset Allocation, Investment Strategies, Retirement Planning, Banking, Finance

Education
College for Financial Planning   2001 — 2001
AAMS, Accredited Asset Management Specialist

Truman State University   1987 — 1991
BS, Business Administration

Frank Szalay, CFP ® Frank Szalay, CFP ® Las Cruces, New Mexico Details
Frank Szalay, CFP ®'s Raymond James Financial Services, Inc. Experience March 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 2013 - Present
Wells Fargo Advisors  April 1999 - March 2013
A.G. Edwards   1999 - 2007
Service Corporation International  1994 - 1998
Paine Webber  January 1993 - July 1995

Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory..., Asset Management, Asset Allocation, Long-term Care, Life Insurance, Securities, Portfolio Management, Financial Advisory, Investments, Investment Advisory, Series 7, Series 63, Retirement, Finance, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Uniform Combined State..., IRAs, Series 65, Financial Planners, Wealth Management..., 529 Plans, Wealth Accumulation, ETFs, Investment Strategies, 401k Rollovers, Saving for Education, Variable Annuities, Wealth, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Financial Planning

Education
New Mexico State University   1984 — 1988
Bachelor of Business Administration (BBA), Marketing

North Texas State Unviersity   1983 — 1984

Darren Huff, CFA Darren Huff, CFA Austin, Texas Details
Darren Huff, CFA's Raymond James Financial Services, Inc. Experience May 1999 - October 2000
Job Passionate Value Investor, Dispassionate Equity Analyst
Industry Investment Management
Experience
Pension Benefit Guaranty Corporation  January 2011 - January 2013
Cherry Asset Management, a division of Cherry, Inc.   July 2009 - January 2011
Northern Trust Value Investors, a division of Northern Trust Corp.   April 2005 - August 2008
Northern Trust Value Investors, a division of Northern Trust Corp.   September 2002 - April 2005
Klayman & Toskes, P.A.   July 2001 - August 2002
AXA Financial, Inc. (formerly The MONY Group, Inc.)   October 2000 - April 2001
Raymond James Financial Services, Inc.   May 1999 - October 2000

Education
Columbia University - Columbia Business School   2011 — 2013
Master of Business Administration, Executive Program

University of Florida - Warrington College Of Business   1996 — 2000
Bachelor of Science in Business Administration, Finance

Jane Stevens Jane Stevens Clarksville, Tennessee Area Details
Jane Stevens's Raymond James Financial Services, Inc. Experience September 2015 - Present
Job Operations Specialist at Ellis and Struble Retirement Strategists
Industry Banking
Experience
Raymond James Financial Services, Inc.   September 2015 - Present
Austin Peay State University  August 2014 - August 2015
Austin Peay State University  August 2010 - May 2015
APSU Athletics Department   June 2013 - June 2014

Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, English, Budgets, Strategic Planning, Windows, Negotiation, Financial Analysis, Research, Public Speaking, Management, Event Planning, Leadership, Social Media, Public Relations

Education
Austin Peay State University   2014 — 2015
Master of Science (M.S.), Management

Austin Peay State University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Junior

Peter Knezevich II, CFP®, CRPC® Peter Knezevich II, CFP®, CRPC® Tampa/St. Petersburg, Florida Area Details
Peter Knezevich II, CFP®, CRPC®'s Raymond James Financial Services, Inc. Experience April 2012 - May 2014
Job Compliance Specialist – Capital Markets at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc.   May 2014 - Present
Raymond James Financial Services, Inc.   April 2012 - May 2014
USAA  September 2010 - March 2012
Waddell & Reed  January 2009 - June 2010
Ameriprise Financial Services, Inc.   August 2007 - October 2008

Skills
Series 7, Series 66, Series 24, 2-15 Life, Health, and..., Financial Planning, Risk Management, Tax Planning, Retirement Planning, Investment Planning, Estate Planning, FINRA, Social Media, Outlook, Investments, Financial Advisory, Portfolio Management, Securities, Strategic Financial..., Uniform Combined State..., Asset Allocation, Financial Services, Mutual Funds

Education
Florida State University   2003 — 2007
Bachelor of Science (BS), Finance, General

Bert Langdon Bert Langdon Houston, Texas Details
Bert Langdon's Raymond James Financial Services, Inc. Experience October 2000 - March 2014
Job District Captain, Texas House District 134 at Convention of States
Industry Financial Services
Experience
Convention of States   October 2014 - Present
Brentwood Asset Management Company, Inc.   October 2000 - Present
Raymond James Financial Services, Inc.   October 2000 - March 2014
Dain Rauscher Incorporated   November 1992 - October 2000
PaineWebber  May 1987 - November 1992
Rotan Mosle, Inc.   February 1979 - May 1987
Rotan Mosle, Inc.   June 1978 - February 1979

Skills
Comprehensive Financial..., Wealth Management, Retirement Planning, Financial Goals, Financial Modeling, Certified Financial..., Financial Planning, Finance, Due Diligence, Asset Management, Financial Advisory, Leadership, Portfolio Management, Investments

Education
University of Arizona   1976 — 1978
Business, Finance

Rollins College   1974 — 1976
Business

Gerri Kavouklis Price Gerri Kavouklis Price Tampa/St. Petersburg, Florida Area Details
Gerri Kavouklis Price's Raymond James Financial Services, Inc. Experience January 2006 - September 2010
Job Compliance Examination Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services  August 2014 - Present
Raymond James Financial Services  September 2010 - July 2014
Raymond James Financial Services, Inc.   January 2006 - September 2010
Raymond James Financial Services  June 2004 - December 2005
T. Rowe Price  2000 - 2004

Skills
Series 24, Asset Managment, Series 7, Series 66, Securities, FINRA, Mutual Funds, Series 63, Uniform Combined State..., Investment Advisory, Wealth Management, Retirement Planning, Investments, Asset Allocation, Financial Services, Series 6

Education
Florida State University - College of Business
Bachelor of Science, Finance, Marketing

University of Tampa
MBA, Management

Ryan Buskirk Ryan Buskirk Lake Wales, Florida Details
Ryan Buskirk's Raymond James Financial Services, Inc. Experience June 2003 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 2003 - Present

Skills
Retirement Planning, College Savings Plans, Wealth Management, Trust Services, Goal Setting, Finance, Securities, Marketing, Financial Planning

Education
University of South Florida   2001 — 2003
Bachelor of Arts (BA), Finance, General

State College of Florida-Manatee-Sarasota   1998 — 2001
Associate of Arts (AA), Business Administration and Management, General

Gregory Collier, Sr, CFP, AIF, AEP Gregory Collier, Sr, CFP, AIF, AEP Mount Dora, Florida Details
Gregory Collier, Sr, CFP, AIF, AEP's Raymond James Financial Services, Inc. Experience June 2005 - Present
Job Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 2005 - Present
Collier Financial Solutions, Inc   June 2005 - Present
Bank of America Merrill Lynch  April 1994 - April 2005
Morgan Stanley  January 1988 - December 1990
Merrill Lynch  July 1985 - January 1988

Skills
Retirement Planning, 401k, Investment Advisory, IRAs, Estate Planning, Retirement, High Net Worth..., Asset Allocation, 401k Rollovers, Investment Strategies, 529 Plans, Deferred Compensation, Money Management, Wealth Accumulation, Roth IRA, Comprehensive Wealth..., Retirement Income..., Long Term Care, Private Wealth..., Wealth Transfer, Wealth Preservation, Asset Management, Insurance Planning, IRA's, Financial Planning, Annuities

Education
Marshall University   1974 — 1976
Business, Management, Marketing

The American College
CFP, Certification for CFP Board

Ralph Occhino Ralph Occhino Fountain Valley, California Details
Ralph Occhino's Raymond James Financial Services, Inc. Experience 1988 - Present
Job Certified Financial Planner at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   1988 - Present

Skills
Strategic Financial..., Retirement Income..., Asset and Portfolio..., Risk Management, Corporate Stock Option..., Net Unrealized...

Education
University of California, Berkeley
Bachelor of Arts (BA), Economics

Mark S. Young Mark S. Young Idaho Falls, Idaho Details
Mark S. Young's Raymond James Financial Services, Inc. Experience August 1994 - Present
Job Branch Manager / Registered Principal at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   August 1994 - Present
Piper Jaffray  November 1985 - August 1994

Skills
Retirement Planning, Mutual Funds, Securities, Wealth Management, Retirement, Series 63, Series 7, Series 24, Uniform Combined State..., Asset Allocation

Education
Idaho State University
Bachelor's degree, Political Science and Economics

Clem Wilkes Jr Clem Wilkes Jr Johnson City, Tennessee Area Details
Clem Wilkes Jr's Raymond James Financial Services, Inc. Experience July 1985 - Present
Job Investment Management Consultant at Raymond James Financial Services Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   July 1985 - Present

Education
East Tennessee State University   1971 — 1975
Bachelor of Science (BS)

Victor Vincent Valverde Victor Vincent Valverde Mcallen, Texas Details
Victor Vincent Valverde's Raymond James Financial Services, Inc. Experience July 1997 - January 2005
Job Registered Representative
Industry Investment Management
Experience
NEXT Financial Group, Inc.   February 2005 - Present
Raymond James Financial Services, Inc.   July 1997 - January 2005
PaineWebber  April 1995 - June 1997
Principal Financial Securities  January 1992 - April 1995
Texas Commerce Bank-McAllen Texas   1985 - 1990

Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Wealth Management, Asset Managment, Securities, Portfolio Management, Investment Strategies, Series 63, Strategic Financial..., Retirement, 401k, Series 24, Life & Health Insurance..., ETFs, Variable Annuities, Life Insurance, Disability Insurance, IRAs, 401k Rollovers, Separately Managed..., Wealth Management..., Financial Planners, Wealth, Term Life Insurance, Health Insurance, Equities, Roth IRA, Fixed Income, Employee Benefits, 529 Plans, Asset Management, Financial Advisory, Fixed Annuities, Series 6, Uniform Combined State...

Education
The University of Texas-Pan American   1980 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Mission High School   1972 — 1976
Graduate, General

Bob Luna Bob Luna Cookeville, Tennessee Details
Bob Luna's Raymond James Financial Services, Inc. Experience February 2005 - Present
Job Senior Partner, Luna & Herren Investment Group
Industry Financial Services
Experience
Luna & Herren Investment Group   February 2005 - Present
Raymond James Financial Services, Inc.   February 2005 - Present
Prudential Securities / Wachovia Securities   June 2000 - February 2005
J. C. Bradford & Co.   October 1985 - June 2000
US Navy  January 1975 - March 1981

Skills
Investments, Estate Planning, Retirement Planning, Wealth Management, Asset Managment, Securities, Mutual Funds, 401k, IRAs, Stocks, Insurance, Long Term Care Insurance

Education
Tennessee Technological University
Bachelor of Science (BS)

Kathy Ellis Kathy Ellis Clarksville, Tennessee Details
Kathy Ellis's Raymond James Financial Services, Inc. Experience October 1999 - Present
Job Registered Principal, CFP® at Ellis and Struble Retirement Strategists
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   October 1999 - Present

Skills
Investments, Retirement, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial..., Securities, Series 7, Financial Advisory, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, FINRA, Fixed Annuities, Retirement Income..., Series 24, Uniform Combined State...

Education
College for Financial Planning   2005 — 2006
Certified Financial Planner™

Austin Peay State University

Jennifer Currin Gutridge Jennifer Currin Gutridge Portland, Oregon Area Details
Jennifer Currin Gutridge's Raymond James Financial Services, Inc. Experience 1992 - Present
Job Certified Financial Planner at Raymond James Financial Services Inc.
Industry Investment Management
Experience
McGee Wealth Management   1992 - Present
Raymond James Financial Services, Inc.   1992 - Present

Skills
Wealth Management, Financial Advisory, Securities, Series 63, Wealth, Pensions, Management, FINRA, Long Term Care Insurance, Organizational..., Series 7, Asset Allocation, Investments, Certified Financial..., Life Insurance, Term Life Insurance, Retirement Planning, Customer Service, Asset Management, Small Business, Investment Advisory, Mutual Funds, Strategic Planning, Microsoft Excel, Alternative Investments, Estate Planning, Strategic Financial...

Education
Portland State University   1992 — 1995
Bachelor of Science (B.S.)

Grant Fletcher Grant Fletcher Lodi, California Details
Grant Fletcher's Raymond James Financial Services, Inc. Experience August 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™, Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
F & M Investment Services   2010 - Present
Raymond James Financial Services, Inc.   August 2007 - Present
UBS Financial Services/Piper Jaffray & Co.   1997 - 2007
Bank of America Investment Services  1990 - 1997
Dean Witter Reynolds  1989 - 1990

Skills
Series 7, Insurance, Investments, Financial Advisory, Wealth Management..., Wealth Management, Risk Management, Commercial Lending, Retirement, Securities, Strategic Financial..., Equities, Credit, Asset Allocation, Disability Insurance, Fixed Annuities, Financial Analysis, Finance, Banking, Financial Planners, Loans, Relationship Management, Financial Services, Mortgage Lending, Alternative Investments, Investment Strategies, Asset Management, Life Insurance, Long-term Care, Wealth, Portfolio Management, Small Business, Investment Advisory, Employee Benefits, 401k, Commercial Banking, Estate Planning, Mutual Funds, Mergers & Acquisitions, Credit Analysis, Retirement Planning, Term Life Insurance

Education
San Diego State University-California State University
Bachelor of Arts Degree, Business Administration

Gary Poling, MBA Gary Poling, MBA Greater Denver Area Details
Gary Poling, MBA's Raymond James Financial Services, Inc. Experience 2009 - Present
Job Branch Manager at Raymond James Financial Services, Inc. / President at True North Capital Group, Inc.
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   2009 - Present
True North Capital Group, Inc., an independent firm   2009 - Present
Smith Barney  2001 - 2008
Prudential Securities  1994 - 2000

Skills
Retirement Planning, Strategic Financial..., Management, Small Business, Financial Advisory, Fixed Annuities, Investments, 401k, Investment Management, Wealth, Securities, Project Planning, Estate Planning, Analysis, Retirement

Education
Monfort College of Business   1981 — 1983
M.S., Business Administration

New Mexico State University   1977 — 1981
B.S., Chemical Engineering

Neil Caswell Neil Caswell Columbia, Maryland Details
Neil Caswell's Raymond James Financial Services, Inc. Experience September 2014 - Present
Job Research Analyst at WagenerLee, LLC
Industry Financial Services
Experience
Wagener-Lee, LLC An Independent Registered Investment Advisor   September 2014 - Present
Raymond James Financial Services, Inc.   September 2014 - Present
Mainstreet Wealth Management, LLC   June 2013 - April 2014
Salisbury University/Anqing Normal University   August 2012 - May 2013
Salisbury University  January 2011 - August 2012
Senor cigars   May 2010 - October 2011
US Army  July 2002 - May 2008

Education
Salisbury University   2011 — 2013
Bachelor of Arts, International Relations

Wor-Wic Community College   2008 — 2011
Associate Degree, General Education

Basic Non-Commissioned Officer Course   2005 — 2005
Infantry Leadership, 91.25%

Warrior Leader Course   2005 — 2005

Jon Wax, CFP® Jon Wax, CFP® Tampa/St. Petersburg, Florida Area Details
Jon Wax, CFP®'s Raymond James Financial Services, Inc. Experience May 1996 - December 2002
Job President & CEO at Waller & Wax Advisors Inc.
Industry Financial Services
Experience
Waller & Wax Advisors, Inc. - An Independent Financial Planning Firm   January 2002 - Present
Raymond James Financial Services, Inc.   May 1996 - December 2002

Skills
Series 7, FINRA, Finance, Estate Planning, Investment Advisory, Strategic Financial..., Asset Allocation, Mutual Funds, Retirement, Investments, Alternative Investments, Fixed Annuities, Investment Strategies, Wealth Management..., Series 63, Financial Planners, Asset Management, Series 65, 401k, Wealth, Small Business, ETFs, Series 24, Uniform Combined State..., Financial Analysis, Equities, Options, Risk Management, Credit, Disability Insurance, Mergers & Acquisitions, Investment Management, Personal Finance, Insurance, Financial Services, Portfolio Management, Banking, Certified Financial..., 401k Rollovers, Long-term Care, IRAs, Private Equity, Life Insurance

Education
College for Financial Planning   2000 — 2001
CFP, Financial Planning

Tulane University - A.B. Freeman School of Business   1990 — 1994
BSM, Marketing

Boca Ciega

Laurie DeLiberato Laurie DeLiberato Hudson, Ohio Details
Laurie DeLiberato's Raymond James Financial Services, Inc. Experience May 2007 - Present
Job Director of Practice Development & Marketing
Industry Financial Services
Experience
Western Reserve Resources Corporation   May 2007 - Present
Raymond James Financial Services, Inc.   May 2007 - Present
Laura Nicole Designs   May 2008 - Present

Education
Spring Arbor University   2004 — 2007
Bachelors of Science, Psychology

Beverly Gusler, CFP®, AIF® Beverly Gusler, CFP®, AIF® Altoona, Pennsylvania Details
Beverly Gusler, CFP®, AIF®'s Raymond James Financial Services, Inc. Experience 2003 - Present
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   2003 - Present
Plant Technology Inc.   March 1986 - June 2003

Skills
Investment Advisory, Wealth Management, Retirement Planning, Retirement, Series 7

Education
Penn State University
Financial Planning and Services

The American College

Mary Kirtland Mary Kirtland Miami/Fort Lauderdale Area Details
Mary Kirtland's Raymond James Financial Services, Inc. Experience August 1996 - Present
Job CFP® , Registered Principal
Industry Financial Services
Experience
Kirtland Financial Management   August 1999 - Present
Independent Registered Investment Adviser   May 1999 - Present
Raymond James Financial Services, Inc.   August 1996 - Present

Skills
Retirement Planning, Wealth Management..., Estate Planning, Financial Goals, Asset Allocation, Financial Advisory, Series 7, Investment Management, Financial Planners, Wealth, Finance, Retirement, Securities, FINRA, Financial Planning, Mutual Funds, comprehensive financial..., world class customer..., fee based investment...

Education
University of Miami   1971 — 1972
MA, Economics

The University of Georgia   1969 — 1971
BBA, Economics

Presbyterian College   1967 — 1969
Economics

Jim Alfieri Jim Alfieri Greater New York City Area Details
Jim Alfieri's Raymond James Financial Services, Inc. Experience January 2000 - Present
Job CPA Hamilton Financial Group
Industry Accounting
Experience
Hamilton Financial Group   October 1995 - Present
Raymond James Financial Services, Inc.   January 2000 - Present
EisnerAmper LLP  1987 - 1991

Skills
Tax, GAAP, Tax Returns, Tax Preparation, Income Tax, Financial Reporting, Corporate Tax, General Ledger, Accounting, Auditing, Tax Research, Account Reconciliation, Financial Accounting, Financial Statements, Journal Entries

Education
The College of New Jersey   1983 — 1987
bs, Accounting

Dean Romo Dean Romo San Juan Capistrano, California Details
Dean Romo's Raymond James Financial Services, Inc. Experience March 2003 - Present
Job Business Owner/ Branch Manager
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 2003 - Present
Prudential Securities  October 1998 - March 2003
PaineWebber  May 1993 - October 1998

Skills
Investments, Retirement Planning, Securities, Series 7, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Insurance, Annuities, Retirement Income...

Education
University of California, Los Angeles   1986 — 1991
Bachelor's degree

Dana Hills High School   1982 — 1986
GE, GE, 9-12

Craig Buhrendorf Craig Buhrendorf Avon, Connecticut Details
Craig Buhrendorf's Raymond James Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 2009 - Present
Smith Barney  May 1995 - June 2009

Education
Lehigh University   1975 — 1979
BS

Susan Hamelman Susan Hamelman Lafayette, Indiana Area Details
Susan Hamelman's Raymond James Financial Services, Inc. Experience September 2002 - Present
Job Office Manager at Financial Planning Consultants, Inc.
Industry Financial Services
Experience
Financial Planning Consultants, Inc.   September 2002 - Present
Raymond James Financial Services, Inc.   September 2002 - Present

Skills
Office Management, Customer Service, Accounts Payable, Human Resources, Accounting, Access, Administrative..., Spreadsheets, Office Administration, Management, Data Entry, Outlook, QuickBooks, Invoicing, Accounts Receivable, Payroll, Confidentiality, Telephone Skills, Leadership, Microsoft Word, Microsoft Excel, Expense Reports

Education
Indiana Business College   2001 — 2002
Associate Degree, Business Administration

Gary Mac Mitchell Gary Mac Mitchell Cincinnati Area Details
Gary Mac Mitchell's Raymond James Financial Services, Inc. Experience April 2006 - Present
Job CEO of Cornerstone Retirement Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Retirement Advisors, Inc.   March 2013 - Present
Raymond James Financial Services, Inc.   April 2006 - Present
The Financial Group, LLC - An Independent Firm   December 2009 - March 2013
US Navy  May 1990 - January 1994

Skills
Retirement Planning, Financial Planning, Retirement, Asset Management, Investment Strategies, Alternative Investments, Bonds, Risk Management, Strategic Financial..., Asset Managment, FINRA, Securities, Wealth, Estate Planning, Wealth Management..., Loans, Financial Planners, Series 7, Financial Analysis, Finance, Cash Management, Investment Advisory, Uniform Combined State..., Investment Management, Wealth Management, Series 63, Financial Services, Credit, Banking, Asset Allocation, Portfolio Management, Management, Fixed Annuities, IRAs, Financial Advisory, Investments, Mutual Funds

Education
Northern Kentucky University—Salmon P. Chase College of Law   1994 — 1998
JD, Law

The George Washington University - School of Business   1986 — 1990
BBA, Finance

Pat Crimmins Pat Crimmins Columbus, Indiana Details
Pat Crimmins's Raymond James Financial Services, Inc. Experience October 2009 - Present
Job Vice President First Financial Wealth Management, Financial Advisor RJFS
Industry Banking
Experience
Raymond James Financial Services, Inc.   October 2009 - Present
First Financial Bank and First Financial Wealth Management   September 2009 - Present
Irwin Union Investor Services   November 1985 - September 2009
Arvin Industries  September 1981 - November 1985

Skills
Retirement Planning, Banking, Investment Advisory, Wealth Management, Investments, Portfolio Management, Mutual Funds

Education
Purdue University   1968 — 1972
BS, Economics

Central Catholic High School

Anthony Vignocchi Anthony Vignocchi Sarasota, Florida Details
Anthony Vignocchi's Raymond James Financial Services, Inc. Experience May 1993 - March 2007
Job SAVING FOR RETIREMENT
Industry Financial Services
Experience
Vignocchi Insurance & Financial Services.   September 1993 - Present
Harbor Financial Services, LLC, Vignocchi Financial   February 2007 - July 2013
Raymond James Financial Services, Inc.   May 1993 - March 2007
Raymond James & Associates  August 1977 - September 1993

Skills
Retirement planning, Retirement guaranteed..., Comprehensive Wealth..., Securities, Financial Services, Finance, Retirement, Investment Advisory, Investment Strategies, Fixed Annuities, Tax, FINRA, Asset Management, 401k Rollovers, Wealth Management, 401k, Asset Allocation, Financial Advisory, Strategic Financial..., Estate Planning, Sales, Series 7, Wealth, Financial Planners, Mutual Funds, Long-term Care, Series 63, Financial Goals, Marketing, Bonds, Alternative Investments, Life Insurance, Strategic Planning, Investments, Portfolio Management, Savings, Term Life Insurance, Personal Finance, Investment Management, Pensions, Options, Stocks, Insurance, Protection, Whole Life, Equities, Retirement Planning, Loan Origination

Education
Northern Illinois University   1969 — 1971
BS Ed, Earth space science comprehensive major

Westmar college   1966 — 1968
teacher education, Science, Art, History, Psycology

lake forest High

Heather Wolfe Schaul Heather Wolfe Schaul Tampa/St. Petersburg, Florida Area Details
Heather Wolfe Schaul's Raymond James Financial Services, Inc. Experience September 2010 - April 2014
Job Manager, National Conferences and Programs at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  April 2014 - Present
Raymond James Financial Services, Inc.   September 2010 - April 2014
Webster University  2006 - 2014
Webster University  2006 - 2014
Raymond James Financial  January 2004 - September 2010
Wharton High School  August 1998 - June 2000

Skills
Adult Education, Staff Development, Teaching, Needs Analysis, Instructional Design, Leadership Development, Organizational..., Career Development, Training, Budgets, E-Learning, Coaching, Leadership, Workshop Facilitation, Interviews, Career Counseling, Human Resources, Performance Management, Captivate, Management, Organizational..., Talent Management, Employee Benefits, Onboarding, Team Building, Employee Training, Conflict Resolution, Employee Engagement, Succession Planning, Resume Writing, Change Management, Executive Coaching, Performance Improvement, Program Management, Training Delivery, Instructor-led Training

Education
Webster University   2003 — 2004
M.A., Human Resources Management

Webster University (AT)   2001 — 2003
M.A., Human Resources Development

Florida State University   1994 — 1998
B.S., Family and Consumer Sciences Education

Dan Schultz, CFP®, CDFA™, CRPC®, APMA® Dan Schultz, CFP®, CDFA™, CRPC®, APMA® Boulder, Colorado Details
Dan Schultz, CFP®, CDFA™, CRPC®, APMA®'s Raymond James Financial Services, Inc. Experience June 2002 - June 2004
Job Private Wealth Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  October 2009 - Present
The Referral Partnership   2012 - 2013
Ameriprise Advisor Services, Inc  July 2004 - October 2009
Raymond James Financial Services, Inc.   June 2002 - June 2004
Morgan Stanley DW, INC  May 2001 - June 2002
Winning on Wall Street   May 1998 - June 2000

Education
State University of New York at Albany   1994 — 1998

Daniel T. Foran, CFP®, CFS® Daniel T. Foran, CFP®, CFS® Greater New York City Area Details
Daniel T. Foran, CFP®, CFS®'s Raymond James Financial Services, Inc. Experience October 2014 - Present
Job Wealth Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   October 2014 - Present
LPL Financial  January 1997 - October 2014
Financial Network Investment Corporation, Member SIPC  January 1984 - December 1996
Ford Financial Associates   July 1981 - December 1983

Skills
Retirement Planning, Wealth Management, Finance, Mutual Funds, FINRA, Series 7, Series 63, Insurance, Investment Advisory, Process Improvement

Education
Hartwick College   1975 — 1979
BA, Economics

Jeff Fehrman Jeff Fehrman Augusta, Georgia Details
Jeff Fehrman's Raymond James Financial Services, Inc. Experience July 2009 - Present
Job President & Owner at Fehrman Investment Group, Inc. An Independent Firm
Industry Investment Management
Experience
Fehrman Investment Group   July 2009 - Present
Raymond James Financial Services, Inc.   July 2009 - Present
SunTrust Investment Services  November 1995 - July 2009

Skills
Financial Planning, Estate Planning, Asset Allocation, Asset Management, Retirement Planning, Investments, 401k, Strategic Financial..., Asset Managment, Securities, Investment Banking, Uniform Combined State..., Financial Advisory, Investment Strategies, Investment Advisory, Portfolio Management, Financial Planners, Fixed Annuities

Education
University of Georgia - Terry College of Business   1990 — 1993
BBA, Finance

Rachel McDonough, CFP Rachel McDonough, CFP Greater Minneapolis-St. Paul Area Details
Rachel McDonough, CFP's Raymond James Financial Services, Inc. Experience August 2009 - September 2014
Job Certified Financial Planner Professional, Speaker, Author
Industry Financial Services
Experience
Make Your Money Count, LLC   2007 - Present
Raymond James Financial Services, Inc.   August 2009 - September 2014
Merrill Lynch  September 2002 - August 2009

Skills
Strategic Financial..., Investments, Retirement, Financial Advisory, Portfolio Management, Securities, Strategic Planning, Investment Management, Public Speaking, Finance, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Management, Mutual Funds

Education
College for Financial Planning   2004 — 2006
CFP, Financial Planning and Insurance, Retirement Planning, Investments, Estate Planning, Income Taxation

University of Wisconsin-River Falls

Nicholas Buccino, CFP® Nicholas Buccino, CFP® Greater New York City Area Details
Nicholas Buccino, CFP®'s Raymond James Financial Services, Inc. Experience January 2008 - Present
Job Branch Manager and Registered Principal at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2008 - Present
Raymond James and Associates, Inc.   2006 - 2008

Education
Montclair State University
Business / Accounting, Financial Planning

Robert E. Och, ChFC , CLU Robert E. Och, ChFC , CLU Cleveland/Akron, Ohio Area Details
Robert E. Och, ChFC , CLU's Raymond James Financial Services, Inc. Experience May 2007 - Present
Job Wealth Advisor with Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   May 2007 - Present
Navancer Group - An Indendent Firm   May 2004 - Present
Mutual Service Corp.  April 1994 - February 2004
North American Benefits Network  February 1992 - May 1994

Skills
Series 7, Investment Advisory, Financial Analysis, Estate Planning, Disability Insurance, FINRA, Securities, Long-term Care, Asset Allocation, Fixed Annuities, Retirement Planning, Strategic Financial..., Financial Advisory, 401k, Portfolio Management

Education
The University of Akron   1986 — 1990
Bachelor’s Degree, Accounting

The American College   1991 — 1993
Chartered Financial Consultant, Finance and Financial Management Services

Mellissa Linnhoff Mellissa Linnhoff Boca Raton, Florida Details
Mellissa Linnhoff's Raymond James Financial Services, Inc. Experience February 2015 - Present
Job Registered Service Assistant at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   February 2015 - Present
Ameriprise Financial Services, Inc.   March 2014 - February 2015
Morgan Stanley  June 2012 - February 2014
Cebert Wealth Management Group   April 2007 - June 2012
Raymond James Financial, Inc.   August 2006 - April 2007
LPL Financial  May 2005 - September 2006
South Trust Securities Inc   August 1998 - April 2005
Raymond James Financial, Inc.   June 1993 - August 1998

Education
National Education Center - Bauder College   1985 — 1987
Associate of Arts (AA), Fashion Merchandising

Lakeview High School   1980 — 1985
High School Diploma

Jeff Gantz, CFP®, CLU® Jeff Gantz, CFP®, CLU® Indianapolis, Indiana Details
Jeff Gantz, CFP®, CLU®'s Raymond James Financial Services, Inc. Experience October 2008 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
BSH Financial Services, LLC   October 2008 - Present
Raymond James Financial Services, Inc.   October 2008 - Present
Smith Barney  February 2001 - October 2008
Olde Discount Stockbrokers  January 1993 - February 2001

Skills
Estate Planning, Fixed Annuities, Portfolio Management, Retirement Planning, Financial Planning, Life Insurance, Long Term Care Insurance, 529 Plans, Variable Annuities, 401k Plans, Disability Insurance

Education
Indiana University-Purdue University at Indianapolis   1990 — 1992
B.S. Business, Finance

Indiana University Bloomington   1987 — 1989
Business

Jamie Richardson, CRPC® Jamie Richardson, CRPC® Dallas/Fort Worth Area Details
Jamie Richardson, CRPC®'s Raymond James Financial Services, Inc. Experience August 2002 - Present
Job Senior Vice President, LegacyTexas Bank & Registered Principal, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
LegacyTexas  August 2002 - Present
Raymond James Financial Services, Inc.   August 2002 - Present

Skills
Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Securities, Series 7, Financial Advisory, Investments, Wealth Management, FINRA, Loans, Retirement, 401k, Mutual Funds, Asset Management, Estate Planning, Finance, Insurance, Financial Services, Life Insurance, Asset Allocation, Series 24, Fixed Annuities, Variable Annuities, Relationship Management, Risk Management, Financial Analysis, Wealth Management..., Series 65, Alternative Investments, IRAs, ETFs

Education
Texas Tech University   1985 — 1990
BBA, Finance

Texas Tech University   1985 — 1990
BBA Finance, Family Financial Planning

Ellen Derrick, CFP® Ellen Derrick, CFP® Waco, Texas Details
Ellen Derrick, CFP®'s Raymond James Financial Services, Inc. Experience August 2009 - July 2012
Job REALTOR® and Certified Financial Planner™ Professional
Industry Real Estate
Experience
Kelly, Realtors  October 2013 - Present
LearnVest Planning Services   June 2013 - January 2014
LearnVest Planning Services   July 2012 - January 2014
Raymond James Financial Services, Inc.   August 2009 - July 2012
Extraco Banks  March 2002 - July 2012
Edward Jones  November 1999 - March 2002
KWTX-TV  April 1996 - June 1999

Skills
Personal Finance, Retirement Planning, Investment Advisory, Insurance, Banking, Asset Allocation, Investment Strategies, Non-profit Fund..., Media/Public Speaking, Public Speaking, Portfolio Management, Strategic Financial..., Finance, Financial Advisory, Life Insurance, Securities, Small Business, Estate Planning, Series 7, Wealth Management, Financial Services, Mutual Funds, Retirement, Certified Financial..., Wealth Management..., 401k, Financial Planning

Education
Baylor University   1993 — 1997
Bachelor of Arts (BA), University Scholars

Caddo Magnet High School

Larry Menna CFP® Larry Menna CFP® Bakersfield, California Area Details
Larry Menna CFP®'s Raymond James Financial Services, Inc. Experience January 1999 - Present
Job President at WealthTarget Investment Advisors, LLC
Industry Financial Services
Experience
WealthTarget Inestment Advisors, LLC   July 2002 - Present
Raymond James Financial Services, Inc.   January 1999 - Present
Robert Thomas Securities, Inc.   June 1995 - January 1999

Skills
Retirement Planning, Investments, Investment Advisory, Financial Advisory, Finance, Securities, Investment Management, Tax, Series 7, Retirement, Wealth Management, Strategic Financial..., Asset Allocation, Mutual Funds, Fixed Annuities

Education
California State University-Bakersfield   1995 — 1997
Bachelors of Science, Business Administration-Finance

James Abel James Abel Saint George, Utah Details
James Abel's Raymond James Financial Services, Inc. Experience March 2011 - Present
Job Trusted and Respected CERTIFIED FINANCIAL PLANNER™ Practitioner, serving Individuals and Businesses in Southern Utah
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 2011 - Present
Rice University  2012 - 2014
Bank of America Merrill Lynch  May 2004 - March 2011
Raymond James Financial  April 1995 - May 2004
Zions Investment Securities   July 1994 - April 1995
First Community Bank  April 1993 - July 1994
Great American Bank / Liberty Financial Services   October 1990 - April 1993
Waddell & Reed  January 1990 - October 1990
US Navy  July 1981 - October 1988

Skills
401k, Investment Management, Wealth Management..., Estate Planning, Financial Planning, Retirement Planning, Insurance Planning, Retirement Income..., Charitable Planning

Education
The American College   2010 — 2011
Masters of Science (MSM), Management w/emphasis in Leadership

University of Phoenix   2007 — 2010
Bachelors of Science (BS/F), Finance

Miramar College   1987 — 1989
Associates of Arts (AA), General Studies

Corona del Sol High School   1979 — 1981
General Studies

Brad Foy, CFP® Brad Foy, CFP® Greater Philadelphia Area Details
Brad Foy, CFP®'s Raymond James Financial Services, Inc. Experience June 1999 - Present
Job Wealth Manager, Vice President, Bassett, Dawson & Foy, Inc.
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   June 1999 - Present
Bassett, Dawson & Foy, Inc.   February 1997 - Present

Skills
Retirement, Retirement Planning, Investment Advisory, Investments, Insurance, Wealth Management, Asset Allocation, IRA Rollovers, Financial Planning, Insurance Planning, Retirement Income..., Wealth Accumulation

Education
University of Delaware   1995 — 1999
BA, Economics and Criminal Justice

Pennsbury High School

Ben Griffith, CFP Ben Griffith, CFP Ann Arbor, Michigan Details
Ben Griffith, CFP's Raymond James Financial Services, Inc. Experience August 2010 - Present
Job Independent Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   August 2010 - Present
First Investors Corporation  October 1985 - August 2010

Education
The American College   1996 — 1999
CFP, Financial Planning

John S Mac Gowan John S Mac Gowan Greater New York City Area Details
John S Mac Gowan's Raymond James Financial Services, Inc. Experience March 1992 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.,Member FINRA/SIPC, 45 Broadway, Suite 1850, NY.NY 10006
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 1992 - Present
A.G. Edwards   January 1983 - June 1985

Skills
Investments, Finance, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Financial Planning, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Securities, Series 63, Microsoft Office, Customer Service, Public Speaking

Education
Pace University   1964 — 1968
Bachelor's degree, Marketing

CBA class of 1963, Lincroft,NJ   1960 — 1963

Paul Tully, CFP® Paul Tully, CFP® Greater Philadelphia Area Details
Paul Tully, CFP®'s Raymond James Financial Services, Inc. Experience 1989 - Present
Job Financial Advisor at Eagle Wealth Strategies
Industry Financial Services
Experience
Eagle Wealth Strategies - An Independent Firm   January 1989 - Present
Raymond James Financial Services, Inc.   1989 - Present
EF Hutton  1982 - 1989

Skills
Retirement Planning, Retirement, Strategic Financial..., Strategic Planning, Financial Services, Estate Planning, Certified Financial..., Wealth Management..., Wealth Management, Financial Advisory, Financial Planners, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Securities, Finance, Banking, Insurance, Mutual Funds, Wealth Accumulation, 401k, Asset Allocation, Uniform Combined State..., IRAs, Wealth, Long-term Care, Fixed Annuities, Public Speaking, Series 63, Series 7

Education
Rowan University
BS, Management

Richard Hendry Richard Hendry Alpharetta, Georgia Details
Richard Hendry's Raymond James Financial Services, Inc. Experience March 1999 - Present
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 1999 - Present
United States Marine Corps  1990 - 2000
AG Edwards  1998 - 1999
Merrill Lynch  1994 - 1998

Education
Webster University   1991 — 1993
Master of Business Administration (M.B.A.)

Auburn University   1986 — 1990
Bachelor of Science (B.S.), Management

Sara Lovell Sara Lovell Orange County, California Area Details
Sara Lovell's Raymond James Financial Services, Inc. Experience September 2012 - September 2013
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A.   April 2015 - Present
JPMorgan Chase Bank N.A.   May 2014 - April 2015
AXA Advisors  November 2013 - May 2014
Raymond James Financial Services, Inc.   September 2012 - September 2013
Merrill Lynch  June 2008 - September 2012
Merrill Lynch  April 2007 - June 2008

Education
University of California, Irvine   2004 — 2008

Jameson Wells Jameson Wells Greater New York City Area Details
Jameson Wells's Raymond James Financial Services, Inc. Experience May 2010 - September 2010
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte  September 2015 - Present
University at Albany  August 2013 - May 2015
Deloitte & Touche, LLP   June 2014 - July 2014
LeverPoint Management, LLC  January 2014 - May 2014
The Ayco Company, L.P.   May 2011 - August 2013
Global Equity Fund  January 2011 - April 2011
Global Financial Advisors  August 2010 - December 2010
Raymond James Financial Services, Inc.   May 2010 - September 2010

Skills
Series 7, Microsoft Excel, Bloomberg, Equity Research, Financial Accounting, Financial Statement..., Microsoft Office

Education
State University of New York at Albany
Master of Science, Accounting

Brigham Young University
Bachelor of Science, Business Management: Finance

Bob Volpe, CFP® Bob Volpe, CFP® Raleigh-Durham, North Carolina Area Details
Bob Volpe, CFP®'s Raymond James Financial Services, Inc. Experience September 2010 - Present
Job President, Sterling Fox Financial Services & Branch Manager Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   September 2010 - Present
Sterling Fox Financial Services   September 2010 - Present
Edward Jones Investments  January 2000 - September 2010
Holly Springs Chamber of Commerce   2007 - 2008
IBM  April 1988 - January 2000

Skills
Tax, Money Management, Managing Accounts, Series 7, Retirement Planning, Strategic Financial..., Retirement, Portfolio Management, Estate Planning, Financial Advisory, Finance, Uniform Combined State..., Series 63, Fixed Annuities, Alternative Investments, Financial Planners, Wealth Management, Asset Allocation, 401k Rollovers, 401k, FINRA, Investment Advisory, Mutual Funds, Securities, Investment Strategies, Insurance, Asset Management, Investments, Wealth Management..., IRAs, Series 24, Investment Management, Wealth, Variable Annuities, Wealth Accumulation, Long-term Care, Roth IRA, Disability Insurance, Life Insurance, Long Term Care Insurance, Financial Services, Term Life Insurance, Stocks, 529 Plans, Financial Planning

Education
University of New Haven   1989 — 1991
MBA, Finance

Brigham Young University   1984 — 1988
BS, Business Management

Trumbull High School

Alexander W. Hansen Alexander W. Hansen Tampa/St. Petersburg, Florida Area Details
Alexander W. Hansen's Raymond James Financial Services, Inc. Experience May 2015 - Present
Job Advisory Supervision Officer at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   May 2015 - Present
Raymond James Financial Services Advisors, Inc.   July 2014 - May 2015
Raymond James Financial Services Advisors, Inc.   July 2013 - July 2014
Raymond James Financial Services  2011 - July 2013
Gulfcoast Legal Services, Inc  May 2010 - August 2010
The Hartford  2007 - 2008

Skills
Public Speaking and..., Strategic Communications, Analitical, Innovativeness, Diligent, Client-focused, Coachable

Education
Stetson University College of Law   2008 — 2011
J.D., Law

Marist College   2004 — 2008
B.A./B.A, Economics and Political Science

Chris Frampton, CFP® Chris Frampton, CFP® Harrisburg, Pennsylvania Area Details
Chris Frampton, CFP®'s Raymond James Financial Services, Inc. Experience October 1995 - Present
Job CoOwner, Frampton Kimmel Group, An Independent Firm * 2415 North Front St Harrisburg, PA 17110 * Ph 717.236.0480
Industry Financial Services
Experience
Frampton Kimmel Group - An Independent Firm   June 2002 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 1995 - Present
Raymond James Financial Services, Inc.   October 1995 - Present
-  2003 - 2011
Members Investment Services   October 1995 - May 2002

Skills
Public Speaking, Team Building, Leadership, Strategic Planning, Small Business, Marketing, Sales, Social Media Marketing, Marketing Strategy, Customer Service

Education
College for Financial Planning   2009 — 2010
Masters in Personal Financial Planning

College for Financial Planning   1999 — 2003
CFP® Designation, Financial Planning

The University of Akron   1978 — 1982
BS in Industrial Management, Business

Woodridge HS

Heather Stiles, CRPC Heather Stiles, CRPC San Francisco Bay Area Details
Heather Stiles, CRPC's Raymond James Financial Services, Inc. Experience 1998 - Present
Job Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services  2011 - Present
Raymond James Financial Services, Inc.   1998 - Present
Raymond James Financial Services  July 1992 - Present
Baikie & Alcantara Investments   January 1987 - June 1992
Dean Witter  August 1981 - January 1987

Skills
High Net Worth..., Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Analysis, Asset Management, Financial Planning, Stockbroking, Trust Services, Philanthropy

Education
College for Financial Planning
CRPC, Retirement Planning

University of California, Berkeley   1975 — 1984
M.F.A., Sculpture

Bryant North Bryant North Greater Atlanta Area Details
Bryant North's Raymond James Financial Services, Inc. Experience October 2004 - December 2008
Job Financial Consultant North Financial Consultants LLC
Industry Investment Management
Experience
North Financial Consultants LLC   December 2008 - Present
Raymond James Financial Services, Inc.   October 2004 - December 2008
Morgan Keegan & Company, Inc.   August 2000 - October 2004
A.G. Edwards & Sons, Inc.   July 1998 - August 2000
Raymond James & Associates, Inc.   November 1993 - July 1998

Skills
Annuities, Mutual Funds, 401k, 529 Plans, Roth IRA

Education
Florida Atlantic University   1989 — 1992
BA, Finance

Ellen Dean Ellen Dean Phoenix, Arizona Details
Ellen Dean's Raymond James Financial Services, Inc. Experience March 2001 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services, Inc., Member FINRA/SIPC 1118 East Missouri, Suite A2
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 2001 - Present

Skills
Investments, Financial Advisory, Strategic Planning, Estate Planning, Retirement Planning, Strategic Financial..., Public Speaking, Customer Service, Project Planning, Financial Analysis, Business Planning, Process Improvement, Employee Benefits, Personal Finance, Retirement, Risk Management, Program Development, Entrepreneurship, Succession Planning, Asset Managment

Education
Arizona State University - W. P. Carey School of Business   1990 — 1996
Masters Health Services Administration

Hudson Valley Community College   1974 — 1976
AAS

Colonie Central High School   1970 — 1974
HS Diploma

Raymond James Financial Services

Mitchell Kauffman Mitchell Kauffman Greater Los Angeles Area Details
Mitchell Kauffman's Raymond James Financial Services, Inc. Experience November 1988 - Present
Job Managing Principal and CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
Kauffman Wealth Services, Inc., an Independent Firm   November 1988 - Present
Raymond James Financial Services, Inc.   November 1988 - Present
Union Station Homeless Services  January 2015 - Present
Social Venture Partners Santa Barbara   2013 - 2014
Hearts Adaptive Riding   2009 - 2014
Social Venture Partners Santa Barbara   2012 - 2013
Social Venture Partners Santa Barbara   2009 - 2012
SB Newcomers   2007 - 2008

Skills
Series 7, Securities, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Insurance, Disability Insurance, Wealth Management..., FINRA, Asset Allocation, Investment Advisory, Retirement Planning, Alternative Investments, Asset Management, Public Speaking, Instructor in Financial...

Education
College for Financial Planning   1984 — 1992
Masters Degree & Certification in Financial Planning, Wealth Management & Financial Planning

Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1978 — 1980
MBA-Masters of Business Administration, Marketing, Finance

University of California, Santa Barbara   1973 — 1977
Bachelors of Arts, Business Economics, Political Science

Jason Brienen Jason Brienen Tallahassee, Florida Area Details
Jason Brienen's Raymond James Financial Services, Inc. Experience March 1992 - Present
Job Investment Consultant @ Raymond James Financial Service, Inc. Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   March 1992 - Present
Leon County Republican Executive Committee   2002 - October 2012
Florida Office of Financial Regulation  1995 - 1996

Skills
Retirement Planning, Equities, Investment Management, Investments, Pensions, Fixed Annuities, Estate Planning, Variable Annuities, Life Insurance, Insurance, Trusts

Education
Florida State University   1992 — 1994
Bachelor of Science (BS), Business/Finance

Brian Krell Brian Krell Redmond, Washington Details
Brian Krell's Raymond James Financial Services, Inc. Experience July 2005 - December 2010
Job Licensing Specialist at Mactus Group
Industry Computer Software
Experience
Mactus Group  January 2013 - Present
CompuCom  May 2012 - December 2012
Raymond James Financial Services, Inc.   July 2005 - December 2010

Skills
Asset Managment, Investments, Microsoft Office, Portfolio Management, Strategic Financial..., Financial Modeling, Wealth Management, Asset Management, Social Media, Financial Analysis, Analysis, Business Analysis, Financial Services, Nonprofits, Public Speaking, Microsoft Excel

Education
Seattle Pacific University - School of Business and Economics   2001 — 2005

John Garesché John Garesché Kingston, New York Details
John Garesché's Raymond James Financial Services, Inc. Experience September 2010 - Present
Job Socially Responsible Investments Associate at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   September 2010 - Present
The Woodstock Land Conservancy   December 2009 - April 2014
Ulster BOCES  May 2013 - August 2013
M. C. Miller Middle School   September 2012 - May 2013
John Jay Senior High School   January 2013 - March 2013
Ulster BOCES  July 2012 - August 2012
Morgan Stanley Smith Barney  June 2007 - June 2010
the Kingston Uptown Business Association   March 2006 - March 2009
Mid-Hudson Valley Association of Fundraising Professionals   March 2004 - March 2009
Kingston Land Trust   2008 - 2009

Skills
Investments, Fundraising, Strategic Planning, Public Speaking, Non-profits, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Analysis, Education, Science Education, Montessori, Community Outreach, Nonprofits, Budgets, Research

Education
SUNY New Paltz   2012 — 2013
Master of Arts in Teaching (MA), Adolescence Education: Earth Science

Bates College   1988 — 1993
Bachelor of Science, Environmental Sciences

Horace Greely High School   1984 — 1988
High School Regents Honors Diploma with Advanced Designation

Deborah Baldini Deborah Baldini Phoenix, Arizona Area Details
Deborah Baldini's Raymond James Financial Services, Inc. Experience March 2008 - Present
Job President at Baldini Investment Management
Industry Financial Services
Experience
Baldini Investment Management   August 2013 - Present
Raymond James Financial Services, Inc.   March 2008 - Present

Skills
Retirement Planning, Portfolio Management, Investment Advisory, 401k Rollovers, IRAs, Tactical Asset..., Retirement Income...

Education
University of California, Los Angeles   1974 — 1976
Master’s Degree, Italian Language and Literature

Tulane University   1970 — 1974
Bachelor’s Degree, Italian Language and Literature

Jason Kirsch Jason Kirsch Greater New York City Area Details
Jason Kirsch's Raymond James Financial Services, Inc. Experience May 2015 - Present
Job Manager, Private Client Services at Marcum Financial Services.
Industry Financial Services
Experience
Marcum Financial Services LLC   January 2015 - Present
Raymond James Financial Services, Inc.   May 2015 - Present
Israel - US Capital Partners   October 2013 - August 2014
Bar Ilan University  2012 - April 2014
Aviation Transaction Consultants   April 2008 - August 2011
Miami University  August 2007 - May 2011
Global Capital Markets  June 2010 - September 2010
Fuoco Group  June 2009 - September 2009

Skills
Finance, Accounting, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Derivatives, Economics, Equities, Investment Management, Financial Planning, Wealth Preservation..., International Tax, Expatriate Tax, Expatriate Management, Millennials, solopreneurs

Education
Bar-Ilan University   2012 — 2014
MBA, International Business

Miami University   2007 — 2011
Bachelor of Arts (BA), Finance, General

Syosset High School

Kasey Chapin Kasey Chapin Watertown, South Dakota Details
Kasey Chapin's Raymond James Financial Services, Inc. Experience 2010 - Present
Job Financial Advisor, Certified Financial Planner™ at Raymond James Located @ Reliabank Dakota
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   2010 - Present
Ameriprise Financial Services, Inc.   2008 - 2010

Skills
Certified Financial..., Simple IRA, Bloomberg, Wealth Accumulation..., Securities, Financial Modeling, SEP IRA, Finance, Financial Advisory, Mutual Funds, Retirement Planning, Insurance, Fixed Annuities, Investment Strategies, Investment Advisory

Education
The University of South Dakota   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Brad Gravelle Brad Gravelle Albuquerque, New Mexico Area Details
Brad Gravelle's Raymond James Financial Services, Inc. Experience November 2009 - Present
Job Independant Financial Advisor at Raymond James Financial Services Inc, Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   November 2009 - Present
Morgan Stanley Smith Barney  April 2005 - November 2009
Precision Sales, Inc.   January 2000 - April 2005

Skills
Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Finance, Investments, Life Insurance, Series 7, 401k Rollovers, IRAs, Asset Allocation, Investment Management, Investment Strategies, Fixed Annuities, Roth IRA, Series 63, Mutual Funds, 401k, Mortgage Lending, Long-term Care, Financial Advisory, Estate Planning, Income Protection, Wealth Accumulation, Wealth Management..., Pensions, Financial Planners

Education
Colorado State University-Pueblo   1998 — 2000
Masters in Business Administration

Colorado State University   1993 — 1996
Bachelors of Science, Exercise & Sports Science

South High/Roncalli

Kevin Krym, CFP® Kevin Krym, CFP® Livonia, Michigan Details
Kevin Krym, CFP®'s Raymond James Financial Services, Inc. Experience February 2002 - Present
Job CERTIFIED FINANCIAL PLANNER TM | Registered Principal, Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   February 2002 - Present
UBS  October 1992 - February 2002

Skills
Portfolio Management, Investments, Retirement Planning, Retirement Income..., Investment Strategies, Asset Allocation, Estate Planning, Retirement, Financial Planners, Investment Management, Financial Advisory, Financial Analysis, IRAs, Securities

Education
Boston University
Financial Planning

Central Michigan University
BSBA, Economics, Finance

John Glenn High School

Thomas A. Esposito Thomas A. Esposito Sarasota, Florida Details
Thomas A. Esposito's Raymond James Financial Services, Inc. Experience October 2010 - November 2011
Job Branch Manager at Five Points Financial Services, LLC
Industry Financial Services
Experience
Five Points Financial Services, LLC   November 2011 - Present
Raymond James Financial Services, Inc.   October 2010 - November 2011
Wells Fargo Advisors  September 2008 - October 2010
BofA Merrill Lynch  April 2004 - September 2008

Skills
Securities, Investments, Retirement Planning, Mutual Funds, Alternative Investments, Financial Services, Finance, Small Business, Financial Advisory, FINRA, Management, Tax, Bonds

Education
Fordham University   1985 — 1989
Bachelor of Arts (B.A.), Economics, American Studies & Philosophy

Courtney Haddad Courtney Haddad Tampa/St. Petersburg, Florida Area Details
Courtney Haddad's Raymond James Financial Services, Inc. Experience February 2002 - Present
Job Vice President, Director of Branch Supervision at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   February 2002 - Present
Raymond James Financial Inc.  January 2011 - June 2012
Morgan Stanley  October 1998 - December 2001

Skills
Series 7, Series 63, Securities, Investments, Strategic Financial..., Series 24, Mutual Funds, Finance, Financial Advisory, Insurance, Management, Investment Advisory, Fixed Annuities, Estate Planning, FINRA, Wealth Management, Options, Asset Allocation

Education
University of Florida   1994 — 1998
BS, Economics

Clearwater Central Catholic   1990 — 1994

Wharton School of Business

Jon Sisson Jon Sisson Athens, Georgia Area Details
Jon Sisson's Raymond James Financial Services, Inc. Experience June 2015 - Present
Job Senior Investment Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 2015 - Present
Wells Fargo Advisors  May 2009 - June 2015
Wachovia Securities  March 2003 - May 2009
Edward Jones  August 1999 - March 2003

Skills
Retirement Planning, Asset Allocation, Income for Life, Investments, Portfolio Management, College Education..., Wealth Management...

Education
Georgia College and State University   1992 — 1996
Bachelor of Science (B.S.), Junior High/Intermediate/Middle School Education and Teaching

Eric Griessel Eric Griessel Springfield, Missouri Area Details
Eric Griessel's Raymond James Financial Services, Inc. Experience October 2002 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. 1525 E Republic Rd. B125, Springfield, MO 65804
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   October 2002 - Present
Lucas Milhaupt  March 2000 - September 2002
Cooper Power Systems  October 1997 - March 2000
Cooper Industries  March 1995 - October 1997
KPMG Peat Marwick  June 1991 - March 1995

Skills
Financial Advisory, Portfolio Management, Finance, Retirement, Strategic Financial..., Insurance, Financial Analysis, Retirement Planning, Wealth, Securities, Life Insurance, Series 7, Financial Planners, Small Business, Mutual Funds, Wealth Management, Financial Risk, Long-term Care, Tax, Investments, Investment Advisory, Disability Insurance, FINRA, Estate Planning, Mergers & Acquisitions, Asset Management, Asset Managment, Financial Planning, Financial Goals, Asset Allocation

Education
Marquette University   1998 — 2001
Master of Business Administration (M.B.A.)

University of Missouri-Columbia, College of Business   1987 — 1991
BS, Accountancy

Dana Simcox Dana Simcox Fort Wayne, Indiana Area Details
Dana Simcox's Raymond James Financial Services, Inc. Experience July 2003 - Present
Job Financial Advisor & Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   July 2003 - Present

Skills
MBA, CEBS, Series 7, Series 8, Series 65, Series 6, Series 63, Series 22

Education
Northern Illinois University   1982 — 1983
Master of Business Administration (M.B.A.)

Northern Illinois University   1978 — 1981
Bachelor of Science (B.S.), Finance, General

Melani Townsend Melani Townsend Birmingham, Alabama Area Details
Melani Townsend's Raymond James Financial Services, Inc. Experience August 2014 - Present
Job Executive Assistant at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   August 2014 - Present

Skills
Microsoft Word, Customer Service, Microsoft Office

Education
University of Alabama at Birmingham

Robert Finnigan Robert Finnigan Greater Detroit Area Details
Robert Finnigan's Raymond James Financial Services, Inc. Experience August 1995 - January 2010
Job Certified Financial Planner
Industry Financial Services
Experience
Cetera Advisor Networks LLC  January 2010 - Present
Raymond James Financial Services, Inc.   August 1995 - January 2010

Skills
Retirement Planning, Investment Advisory, Retirement, Wealth Management, 401k, Estate Planning, Asset Allocation, Series 7, Mutual Funds, Investment Strategies, IRAs, Alternative Investments, Financial Services, Series 24, Financial Advisory, Series 63, Strategic Financial..., Investment Management, FINRA, Investments, Asset Management, Portfolio Management, Insurance, Term Life Insurance, Securities, Fixed Annuities, Pensions, Financial Planning, IRA's, Annuities, Long Term Care, Compliance

Education
University of Detroit Mercy   1957 — 1961
BS, Accounting

University of Detroit Mercy
Bachelor's degree in Accounting

Shane Coley, CFP® Shane Coley, CFP® Cincinnati, Ohio Details
Shane Coley, CFP®'s Raymond James Financial Services, Inc. Experience 2009 - August 2013
Job Regional Director at Delaware Investments
Industry Financial Services
Experience
Delaware Investments  July 2015 - Present
Eagle Asset Management  September 2013 - July 2015
Raymond James Financial Services, Inc.   2009 - August 2013
Raymond James Insurance Group   2008 - 2009
Protective Life  2007 - 2008

Skills
Certified Financial..., FINRA, Series 24, Series 7, Series 63, Securities, Mutual Funds, Series 65, Fixed Annuities, Uniform Combined State..., Insurance, 401k, Retirement, Investment Advisory, Retirement Planning

Education
University of Florida   2013 — 2015
Master of Business Administration (MBA)

Indiana University Bloomington
Bachelor's degree, General Studies

Indiana State University
Communication, General

Marvin T. Ellis Marvin T. Ellis Greater Salt Lake City Area Details
Marvin T. Ellis's Raymond James Financial Services, Inc. Experience August 2005 - Present
Job Financial Consultant
Industry Financial Services
Experience
Ellis Financial Group, An Independent Firm   January 2015 - Present
Raymond James Financial Services, Inc.   August 2005 - Present
Marvelous Multimedia, Inc   May 1995 - June 2014
Weber State University  August 1996 - August 2006
Northwestern Mutual  February 2004 - August 2005

Skills
Strategic Financial..., Retirement, Estate Planning, Exit Strategies, Insurance, Securities, Portfolio Management, Investment Management, Long-term Care, Retirement Planning, Financial Advisory, Asset Managment

Education
The American College   2013 — 2016
Certified Financial Planner

Weber State University   1992 — 1996
BA, Technical Sales

University of Utah   1989 — 1990
Undergraduate Program

Tyler Collingbourne Tyler Collingbourne Greater Atlanta Area Details
Tyler Collingbourne's Raymond James Financial Services, Inc. Experience May 2011 - August 2011
Job Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal  July 2014 - Present
Northern Trust Hedge Fund Services  June 2013 - August 2013
Xnergy LLC  February 2013 - May 2013
Capital Management Club, LLC   January 2013 - May 2013
UBS Investment Bank  October 2012 - October 2012
Northern Trust Hedge Fund Services  May 2012 - August 2012
The Rockport Company  May 2011 - August 2011
Raymond James Financial Services, Inc.   May 2011 - August 2011

Skills
Equity Research, Bloomberg, Capital IQ, Equity Derivatives, Microsoft Excel, Markitwire, Citrix, Factset, Thomson One Analytics, Merger Market, SNL Financial, Hoovers, Bloomberg Terminal, Corporate Finance, Data Analysis, Entrepreneurship, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Series 7, Valuation

Education
University of Wisconsin-Madison   2011 — 2013
Bachelor of Science (B.S.), Economics

Purdue University - Krannert School of Management   2009 — 2010
Bachelor of Business Administration (B.B.A.), Management

Purdue University

Sharon High School

Dustin Padgett Dustin Padgett Watertown, South Dakota Details
Dustin Padgett's Raymond James Financial Services, Inc. Experience November 1999 - Present
Job Financial Advisor, CFP ®, Branch Manager at Reliabank
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   November 1999 - Present
Reliabank   November 1999 - Present

Skills
Financial Advisory, Insurance, Securities, Wealth Management, Investment Advisory, Retirement, Financial Analysis, Retirement Planning, Estate Planning, Life Insurance, FINRA, Mutual Funds, Active Registrations in..., Raymond James Executive..., Rising Star Award 2008,..., Asset Management, Variable Annuities, Fixed Annuities

Education
The University of South Dakota   1994 — 1998
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Bob Lawson, CFE®, AIF®, RFC®, LUTCF® Bob Lawson, CFE®, AIF®, RFC®, LUTCF® Greater Minneapolis-St. Paul Area Details
Bob Lawson, CFE®, AIF®, RFC®, LUTCF®'s Raymond James Financial Services, Inc. Experience April 1998 - June 2004
Job President, Barrington Capital Management, Inc. | Securities Litigation Consultant | FINRA & NFA Arbitratror | Mediator
Industry Financial Services
Experience
Gardner Financial Services/ Gardner Advisors   September 2015 - Present
Barrington Capital Management, Inc.   February 1988 - Present
Barrington Capital Management, Inc.   2010 - Present
Financial Industry Regulatory Authority  August 2009 - Present
Barrington Capital Management, Inc.   August 2014 - Present
National Futures Association  February 2012 - Present
Barrington Capital Management, Inc.   June 2006 - Present
thinkorswim by TD Ameritrade, Inc.   June 2006 - August 2010
Raymond James Financial Services, Inc.   April 1998 - June 2004
Shearson Lehman American Express  February 1985 - September 1987

Skills
Securities Expert..., Fiduciary Management, Investments, Certified Fraud Examiner, Financial Expert Witness, Fiduciary Standards of..., Securities, Investment Advisory, Arbitration, Mediation, Securities Arbitration, FINRA, Securities Fraud, Advanced Investment..., High-Impact..., Litigation Support, Portfolio Hedging, Registered Securities..., Expert Witness, Portfolio Management, Wealth Management, Fraud Detection, Options, Discovery Review &..., Litigation Consulting, Registered Options..., Investment Management, Asset Managment, Fixed Income, Financial Services, Strategic Financial..., Equities, Fixed Annuities, Retirement Planning, Due Diligence, Wealth Management..., Financial Advisory, Asset Management, Insurance, Stocks, Risk Management, Alternative Investments, Hedge Funds, ETFs, Credit & Debit Spreads, Stock Collars, Preferred Stocks, High Net Worth..., Commodities and Futures..., Mutual Funds

Education
Hamline University School of Law   2011 — 2014
Arbitration & Mediation Certificate, U.S. Arbitration Law and Practice Mediation

FINRA   2009 — 2010
FINRA Dispute Resolution Arbitrator, Dispute Resolution, Qualified through the National Arbitration and Mediation Committee - FINRA

International Association of Registered Financial Consultants   1997 — 1997
Registered Financial Consultant (RFC), Financial Planning

The American College   1983 — 1991
Life Underwriter Training Council Fellow, Insurance Risk Management

The American College   1982 — 1991
LUTCF, Financial Services

Ryan Pope, CFP® Ryan Pope, CFP® Atlanta, Georgia Details
Ryan Pope, CFP®'s Raymond James Financial Services, Inc. Experience February 2010 - Present
Job Financial Planner at Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor
Industry Financial Services
Experience
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor   February 2010 - Present
Raymond James Financial Services, Inc.   February 2010 - Present

Education
The University of Georgia   2005 — 2009
Bachelor of Business Administration (B.B.A.), Banking and Finance

The University of Georgia   2005 — 2009
Bachelor of Science in Family and Consumer Sciences (B.S.F.C.S.), Family Financial Planning

Robert M. Dick Robert M. Dick Minot, North Dakota Details
Robert M. Dick's Raymond James Financial Services, Inc. Experience October 2000 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   October 2000 - Present
American Investment Services, Inc.   May 1995 - October 2000

Skills
Retirement Planning, Asset Allocation, Social Security Planning, 401k Rollovers, IRA rollovers, Income Planning, Estate Planning, Education Planning, Mutual Funds, Financial Planning

Education
College for Financial Planning   1994 — 1994
CFP designation

The University of North Dakota   1982 — 1987
Bachelor of Business Administration (BBA), Finance, General

Kristin Ryskamp Kristin Ryskamp Tampa/St. Petersburg, Florida Area Details
Kristin Ryskamp's Raymond James Financial Services, Inc. Experience January 2014 - Present
Job Senior Compliance Advisor at Raymond James Financial Services, INC.
Industry Financial Services
Experience
Raymond James Financial Services, INC.   January 2014 - Present
Raymond James Financial Inc.  September 2011 - December 2013

Skills
Securities, Series 7, FINRA, Series 24, AML, Investments, Risk Management, Financial Services, Due Diligence, Management, Creative Problem Solving, Microsoft Office, Microsoft Excel, Microsoft Word, Relationship Management, Building Relationships

Education
Florida State University   2003 — 2007
Bachelor's degree, Business Administration and Management, General

Bradford Edenfield Bradford Edenfield Greater Atlanta Area Details
Bradford Edenfield's Raymond James Financial Services, Inc. Experience September 2002 - July 2006
Job Registered Principal/Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2006 - Present
Raymond James Financial Services, Inc.   September 2002 - July 2006
The Robinson Humphrey Co LLC   April 1995 - September 2002

Skills
Wealth Management, Asset Management, Retirement Income..., Educational Planning, Insurance Planning, Estate Planning

Education
Mercer University - Stetson School of Business and Economics   1993 — 1995
MBA, Finance

United States Naval Academy   1983 — 1987
BS, Computer Science

Brian Krawiec, CFP®, ChFC®, CLU® Brian Krawiec, CFP®, ChFC®, CLU® Washington D.C. Metro Area Details
Brian Krawiec, CFP®, ChFC®, CLU®'s Raymond James Financial Services, Inc. Experience November 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   November 2007 - Present

Skills
Certified Financial..., CLU, Financial Planning, Financial Advisory, Investment Management, Retirement Planning, College Education..., Portfolio Management, Financial Modeling, Asset Allocation, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Retirement, Estate Planning, Investment Strategies, Business Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Business Continuity..., Business Transition..., Buy-sell Agreements, Executive Compensation..., Key Person Insurance, Risk Management, ChFC, Stock Option, Employee Stock Options, Retirement Income...

Education
Penn State University   2001 — 2007
Doctor of Philosophy (Ph.D.), Physiology

University of Maryland College Park   1997 — 2001
Bachelor of Science (B.Sc.), Kinesiology

Darren Canada, JD, CFP® Darren Canada, JD, CFP® Greater San Diego Area Details
Darren Canada, JD, CFP®'s Raymond James Financial Services, Inc. Experience November 1999 - Present
Job CERTIFIED FINANCIAL PLANNER™ and owner of D. Canada Financial Group
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   November 1999 - Present
D. Canada Financial Group   November 1999 - Present
Edward Jones  1998 - 1999
Bank of America  1991 - 1998

Skills
Series 7, Series 24, Series 65, Series 63, Retirement Planning, Financial Advisory, Securities, Investment Advisory, Wealth Management, Retirement, Mutual Funds

Education
Concord Law School - Kaplan University   2006 — 2009
Juris Doctor

College for Financial Planning   1991 — 1992
CFP®, CERTIFIED FINANCIAL PLANNER™

San Diego State University-California State University   1984 — 1988
BS, Business Admin. / Finance

Jennifer Cerrat Jennifer Cerrat Greater New York City Area Details
Jennifer Cerrat's Raymond James Financial Services, Inc. Experience October 2014 - Present
Job Operations Manager, Office Manager RJFS
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   October 2014 - Present
LPL Financial Services  March 2002 - October 2014

Skills
Management

Education
Dominican College of Blauvelt
BS, Business/Marketing

Paramus Catholic

Bergenfield High School

Garry Greene, CFP Garry Greene, CFP Dayton, Ohio Area Details
Garry Greene, CFP's Raymond James Financial Services, Inc. Experience June 1988 - Present
Job Registered Principal at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc  June 1988 - Present
Raymond James Financial Services, Inc.   April 1982 - June 1988

Skills
Retirement Planning, Portfolio Management, Securities, Financial Advisory, Estate Planning, Mutual Funds, Wealth Management, Investments, Financial Planning, Retirement, Life Insurance, Office Management

Education
College for Financial Planning   1991 — 1993
Certified Financial Planner designee, Personal Financial Planning

University of Cincinnati   1976 — 1978
B.A., Political Science

Miami Valley School, Dayton, Ohio   1971 — 1974
Diploma

James Barnette James Barnette Washington D.C. Metro Area Details
James Barnette's Raymond James Financial Services, Inc. Experience January 1999 - Present
Job Branch Manager, Raymond James Financial Services in Reston, VA
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 1999 - Present
Intersecurities, Inc  January 1996 - December 1998

Skills
Retirement Planning, Portfolio Management, Estate Planning, Education Funding

Education
Boston University   1984 — 1986
MSBA, Business

Tennessee Technological University - College of Business Administration   1977 — 1982
Business, Finance

Tom Uhler Tom Uhler Fort Myers, Florida Area Details
Tom Uhler's Raymond James Financial Services, Inc. Experience October 1990 - Present
Job Owner, Uhler and Vertich Financial Planners, LLC
Industry Financial Services
Experience
Uhler and Vertich Financial Planners, LLC   February 2002 - Present
Raymond James Financial Services, Inc.   October 1990 - Present
The Winemerchant of Fort Myers   September 1984 - August 1996
Securicorp, Inc.   March 1985 - September 1990
University of Central Florida (Then Florida Technological Univ.)   1975 - 1976

Skills
Retirement Planning, Financial Planners, Estate Planning, Investments, Retirement, Securities, Investment Advisory, Wealth Management, Wealth Accumulation, Small Business, Entrepreneurship, Strategic Financial..., 401k, Finance, Investment Strategies, Wealth, Asset Allocation, Fixed Annuities, Mutual Funds, IRAs, Term Life Insurance, Not-For-Profit..., Personal Financial..., Series 7, Portfolio Management, Disability Insurance, Trusts, Series 63, Asset Management, Pensions, High Net Worth..., Alternative Investments, Long-term Care, Life Insurance, Mortgage Lending, FINRA

Education
Susquehanna University   1960 — 1970
Bachelor of Arts, Biological Sciences

Michelle Hylton, AWMA®, RFC® Michelle Hylton, AWMA®, RFC® Colorado Springs, Colorado Area Details
Michelle Hylton, AWMA®, RFC®'s Raymond James Financial Services, Inc. Experience August 2010 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   August 2010 - Present
Ent Federal Credit Union  April 2005 - July 2010
Mission Federal Credit Union  January 2003 - March 2005
US Allianz  August 2001 - January 2003
CUNA Mutual Group  May 1998 - August 2001

Education
College for Financial Planning   2008 — 2009
AWMA®, Accredited Wealth Management Advisor

Kaplan University   2006 — 2008
RFC®, Registered Financial Consultant

San Diego State University-California State University   1989 — 1992
Bachelors, Finance

Paul Marrella Paul Marrella Reading, Pennsylvania Area Details
Paul Marrella's Raymond James Financial Services, Inc. Experience January 2001 - Present
Job Managing Partner/CFP at Marrella Financial Group, LLC (Independent Firm)
Industry Financial Services
Experience
Marrella Financial Group, LLC (Independent Firm)   January 2001 - Present
Raymond James Financial Services, Inc.   January 2001 - Present
Spear Leeds & Kellogg  May 1995 - September 1998
Buffalo Partners   June 1994 - January 1995
Fry & Golden   February 1992 - June 1994

Skills
Estate Planning, Investments, Securities, Mutual Funds, Retirement Planning, Equities, Financial Advisory, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Portfolio Management, Asset Managment, Financial Planning, Wealth Transfer, Widows

Education
Pennsylvania State University, The Dickinson School of Law   1988 — 1991
J.D., Law

Albright College   1984 — 1988
B.S., Mathematics/Finance

Wilson Senior High School   1981 — 1984
HS Diploma

Emily Mentone Emily Mentone Greater Chicago Area Details
Emily Mentone's Raymond James Financial Services, Inc. Experience September 2010 - Present
Job at Raymond James Financial Services, Inc.
Industry Banking
Experience
Raymond James Financial Services, Inc.   September 2010 - Present
Midwest Bank & Trust  May 1986 - 1998

Skills
Retirement Planning, Risk Management, Strategic Financial..., Microsoft Excel, QuickBooks, Wealth Management, Auditing, Accounting, Banking, Managerial Finance, Estate Planning, Commercial Banking, Loans, Financial Analysis, Mergers & Acquisitions, Management, Executive Management, Investments, Portfolio Management, Cash Flow, Cash Management, Insurance, Asset Management, Internal Controls, Credit, Financial Planning, Office Management

Education
Elmhurst College   1995 — 1997
BS, Economics

Elmwood Park High School   1981 — 1985

Kelli Jenkins Kelli Jenkins Idaho Falls, Idaho Details
Kelli Jenkins's Raymond James Financial Services, Inc. Experience August 2010 - Present
Job Operations Manager/Registered Sales Representative
Industry Nonprofit Organization Management
Experience
Raymond James Financial Services, Inc.   August 2010 - Present
The City Club of Idaho Falls   July 2010 - Present
All Your Business Matters, Inc   February 2010 - December 2012
Vision Communications  November 1999 - January 2010

Education
Idaho State University
Bachelor of Business Administration (BBA)

Paul Hein Paul Hein Marquette, Michigan Details
Paul Hein's Raymond James Financial Services, Inc. Experience September 1997 - July 2014
Job Certified Financial Planner at SagePoint Financial
Industry Investment Management
Experience
SagePoint Financial  July 2014 - Present
Raymond James Financial Services, Inc.   September 1997 - July 2014
Edward Jones  September 1993 - September 1997
General Motors  March 1985 - July 1993
General Motors  October 1977 - March 1985
The Great Atlantic & Pacific Tea Company  June 1974 - September 1977

Skills
Investments, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Financial Analysis, Asset Managment, Finance, Equities, Public Speaking, Strategic Planning, Business Strategy

Education
Michigan State University - The Eli Broad Graduate School of Management   1989 — 1990
Master of Business Administration (MBA), Finance, General

Western Michigan University - Haworth College of Business   1979 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General

Chuck Bosworth, CFP® Chuck Bosworth, CFP® Orlando, Florida Details
Chuck Bosworth, CFP®'s Raymond James Financial Services, Inc. Experience January 2005 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2005 - Present
Bank of America  March 2003 - December 2004
Merrill Lynch  March 1995 - March 2003

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Retirement, Estate Planning, Financial Advisory, Portfolio Management, Investment Management, Securities, IRAs, Pensions, Personal Finance, Finance, Certified Financial...

Education
University of Central Florida   1992 — 1994
MBA, Management

University of Toledo   1985 — 1990
Bachelors of Business Administration, Finance

Natalia Reshetova, MBA Natalia Reshetova, MBA Los Angeles, California Details
Natalia Reshetova, MBA's Raymond James Financial Services, Inc. Experience December 2012 - Present
Job Vice President, Investment Management at Finestone Partners
Industry Investment Management
Experience
Finestone Partners   February 2013 - Present
Raymond James Financial Services, Inc.   December 2012 - Present
Finestone Partners   March 2012 - February 2013
Autosock Operations AS   April 2012 - August 2012
Systematic Alpha Management, LLC   December 2009 - May 2011
Thor Asset Management Inc   December 2004 - December 2009
Thor Asset Management Inc   December 2004 - May 2007

Skills
Decision Analysis, Series 3, Futures, Statistical Arbitrage, Trading, Alternative Investments, Hedge Funds, Bloomberg, Morningstar, Derivatives, Electronic Trading, Index Arbitrage, Trading Strategies, Global Teams, Research, Investment Management, Investment Strategies, Investments, High Frequency Trading, FINRA, CTA, Series 7, Financial Modeling, Corporate Finance, Portfolio Management, Axys, ACT!, Finance, Financial Risk, Asset Allocation, Quantitative Analytics, Mutual Funds, Strategy, Commodity, Portfolio Optimization, Fixed Income, Equity Research, Asset Management, Bloomberg Terminal, Capital Markets, Wealth Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2011 — 2013
MBA, Finance, 3.9

Russian State University of Trade and Economics   1999 — 2004
MS, Global Economics, 3.85

Kelli Hartsook Kelli Hartsook Tampa/St. Petersburg, Florida Area Details
Kelli Hartsook's Raymond James Financial Services, Inc. Experience April 2005 - May 2006
Job Senior Counsel at Citi
Industry Financial Services
Experience
Citi  September 2015 - Present
Raymond James Financial  May 2006 - September 2015
Raymond James Financial Services, Inc.   April 2005 - May 2006

Skills
Securities Regulation, Securities, FINRA, Arbitration, Series 24, Estate Planning, Securities Litigation, Corporate Law, Investments, Series 7

Education
Stetson University College of Law   2001 — 2004
JD

Florida State University   1996 — 2000
BS, Criminology and Psychology

Garry Michaelis Garry Michaelis Phoenix, Arizona Area Details
Garry Michaelis's Raymond James Financial Services, Inc. Experience October 1987 - Present
Job Registered Principal, Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   October 1987 - Present
Securities Network, Inc.   1985 - October 1987
FSC Securities Corporation  1982 - 1985
Northwestern Mutual Life  1978 - 1982
Owens-Illinois Glass Corporation   1975 - 1978

Skills
Investments, Portfolio Management, Finance, Strategic Planning, Insurance, Investment Advisory, Marketing, Mortgage Lending, Real Estate, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Accounting

Education
Ford School   1982 — 1985
Securities Liscenses Series, 7, 24, 63 Registrations, Securities Liscenses Series, 7, 24, 63 Registrations

Denver College of Financial Planning   1982 — 1983
Certified Financial Planner I,II, III, Financial Planning

Bowling Green State University   1971 — 1975
Public Relations, Bachelors College of Business

Chevonne W. Farler Chevonne W. Farler Greater Nashville Area Details
Chevonne W. Farler's Raymond James Financial Services, Inc. Experience July 2009 - Present
Job Raymond James | Wealth Management Advisor, Dir. of Client Operations, David Adams Wealth Group, LLC, An Independent Firm
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   July 2009 - Present
Southwestern Investment Group/Raymond James Financial Services   July 2009 - November 2012
Wiley Bros. - Aintree Capital   October 2005 - July 2009
American Heart Association  April 2002 - October 2005

Skills
Account Management, Customer Service, Marketing, Series 7, Sales, CRM, Insurance, Email Marketing, Marketing Strategy, Advertising, Microsoft Excel, Social Media, Budgets, Series 66, Public Relations, Operations Management, Financial Planners

Education
Middle Tennessee State University   1997 — 2001
Bachelor of Science (B.S.), Communication, Journalism, and Related Programs

Battle Ground Academy   1992 — 1997

Lawrence J. Kearney Jr Lawrence J. Kearney Jr Greater Detroit Area Details
Lawrence J. Kearney Jr's Raymond James Financial Services, Inc. Experience March 2010 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.., 7346763807
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 2010 - Present
Morgan Stanley  January 2007 - February 2010
Merrill Lynch  March 2003 - January 2007
Old Kent Bank / Fifth Third Bank   October 1994 - February 2002
Husky Envelope Products   February 1992 - June 1994
Manufacturers National Bank of Detroit   June 1979 - February 1992

Skills
Equities, Wealth Management, Fixed Income, Equity Research, Alternative Investments, Investment Banking, Capital Markets, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 66, Uniform Combined State..., Retirement, Investment Strategies, Investments, Finance, Retirement Planning, Financial Advisory, Securities, FINRA, Investment Advisory, Series 63, Asset Allocation

Education
University of Detroit Mercy   1977 — 1979
MBA, Finance

Michigan State University   1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing

Riverview Gabriel Richard Catholic High School   1969 — 1973

Colleen Lundy Colleen Lundy Scottsdale, Arizona Details
Colleen Lundy's Raymond James Financial Services, Inc. Experience February 2012 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   February 2012 - Present
Edward Jones  September 2005 - February 2012

Skills
401k Rollovers, Saving for Education, Series 7, Retirement Planning, College Savings Plans

Education
Arizona State University   1982 — 1986
BS, Finance

Jerry Guido, CFP®, MST Jerry Guido, CFP®, MST Washington D.C. Metro Area Details
Jerry Guido, CFP®, MST's Raymond James Financial Services, Inc. Experience 2011 - 2015
Job Financial Advisor at Northwest Financial Advisors
Industry Financial Services
Experience
RMTG, PC, Certified Public Accountants   2007 - Present
Raymond James Financial Services, Inc.   2011 - 2015
Access National Bank  2009 - 2010
Spire Investment Partners  2008 - 2009
Thrivent Financial  2007 - 2008
Feld Entertainment  1999 - 2006
Feld Entertainment  1996 - 1999
Feld Entertainment  1992 - 1996
Feld Entertainment  1990 - 1992
Feld Entertainment  1986 - 1990

Skills
Strategic Financial..., Financial Advisory, Accounting, Portfolio Management, Securities, Financial Analysis, Retirement Planning, Financial Modeling, Finance, Tax, Cash Management, Investments, Business Planning, Risk Management, Budgets, Strategic Planning, Event Planning, Forecasting, Event Management, Executive Management, Analysis, Financial Planning

Education
American University
Master of Science in Taxation (MST)

Georgetown University
Executive Certificate, Financial Planning

University of Maryland - Robert H. Smith School of Business
BS, Accounting

Corey Hinds, AAMS Corey Hinds, AAMS Harrisburg, Pennsylvania Area Details
Corey Hinds, AAMS's Raymond James Financial Services, Inc. Experience May 2012 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   May 2012 - Present
Demand Media  December 2007 - May 2012
Fluid Blue Media   October 2004 - December 2008

Skills
Financial Advisory, Investment Management, Investment Strategies, Retirement Plan..., Retirement Planning, Asset Allocation, Wealth, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Securities, Finance, Portfolio Management, Life Insurance

Education
Penn State University

Scott Nagorka Scott Nagorka Tampa/St. Petersburg, Florida Area Details
Scott Nagorka's Raymond James Financial Services, Inc. Experience July 2000 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
Reputable and Established Firm   Director of SupervisionJHS Capital Advisors, IncMarch 2010 - July 2012
Colonial Brokerage, Inc   August 2008 - November 2009
Banc of America Investment Services, Inc  March 2006 - May 2008
Banc of America Investment Services, Inc.   October 2004 - March 2006
Raymond James Financial Services, Inc  July 2000 - September 2004
Raymond James Financial Services, Inc.   January 1997 - July 2000
Franklin Templeton Distributors   August 1996 - January 1997
T. Rowe Price Associates  October 1994 - August 1996

Skills
CAMS - Certified Anti..., Florida 2-15 Life..., FINRA Series 3, 4, 6,...

Education
Rutgers College
BA, History/English

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), History

Rick Woolfolk (ZI-129) Rick Woolfolk (ZI-129) Dallas/Fort Worth Area Details
Rick Woolfolk (ZI-129)'s Raymond James Financial Services, Inc. Experience February 1990 - Present
Job Squadron Commander, Nighthawk Composite Squadron at Civil Air Patrol
Industry Financial Services
Experience
Civil Air Patrol  August 1998 - Present
Raymond James Financial Services, Inc.   February 1990 - Present
Raymond James Financial  1990 - Present
Texas Association of School Boards  May 1999 - May 2006
LoneStar Investment Pool   May 1999 - May 2006

Education
Pittsburg State University   1965 — 1970
BS/BA, Business Administration/Auditing

Tracy L. Silpe, CFP® Tracy L. Silpe, CFP® West Palm Beach, Florida Area Details
Tracy L. Silpe, CFP®'s Raymond James Financial Services, Inc. Experience March 2012 - Present
Job Registered Representative at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   March 2012 - Present

Skills
Financial Advisory, Securities, Wealth Management, Mutual Funds, Retirement Planning, College Savings Plans, Financial Planning, Financial Literacy, Life Insurance

Education
Florida Atlantic University - College of Business   2005 — 2007
Certified Financial Planner (TM) Certificate Program

Florida Atlantic University   1992 — 1996
Bachelor's Degree, Psychology

Erin (Johnson) Tomlinson Erin (Johnson) Tomlinson Greater Minneapolis-St. Paul Area Details
Erin (Johnson) Tomlinson's Raymond James Financial Services, Inc. Experience October 1998 - March 2011
Job Financial Advisor/coach, providing financial services, 401k review, risk assessment, and balancing your financial life.
Industry Financial Services
Experience
Tomlinson Financial   March 2011 - Present
Cambridge Investment Research  2011 - Present
Raymond James Financial Services, Inc.   October 1998 - March 2011
John G. Kinnard & Co.   April 1988 - September 1998
US Bank  1984 - 1987
First Produce Bank   1979 - 1984

Skills
Business Management, Education, Investment Strategies, Retirement Income..., Transitions, Management, Retirement, Retirement Planning, Investments

Education
Metropolitan State University   1979 — 1982
B.A., Business and Psychology

University of Minnesota-Twin Cities
Business Administration and Management, General

Frank J. Gavel Jr. Frank J. Gavel Jr. United States Details
Frank J. Gavel Jr.'s Raymond James Financial Services, Inc. Experience June 1999 - Present
Job Branch Owner Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 1999 - Present
Nutmeg Investment Group   June 1999 - Present
Ceres Foundation   1999 - 2011
A.G. Edwards   June 1993 - June 1999
Rumsey Hall School  1989 - 1993

Skills
Investments, Securities, Retirement, Asset Allocation, Estate Planning, Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Financial Analysis, Portfolio Management, Wealth Management, Financial Advisory, Mutual Funds, Asset Management, Financial Planning, Finance, Series 63, Series 7

Education
Western Connecticut State University   1990 — 1995
MBA, General

Tulane University   1982 — 1986
BS, History/Psychology

Westminster   1982 — 1986

Wes Springfield Wes Springfield Tampa/St. Petersburg, Florida Area Details
Wes Springfield's Raymond James Financial Services, Inc. Experience January 2013 - Present
Job Senior Financial Analyst at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2013 - Present
Raymond James & Associates, Inc   January 2011 - December 2012
Raymond James Financial  June 2007 - January 2011
A. G. Edwards and Sons, Inc.   March 2005 - June 2007
Mezrah Consulting  February 2003 - March 2005
Texas State Senator David Sibley   May 1999 - May 2000

Skills
Series 7, Strategic Financial..., Securities, Financial Analysis, Investments, Mutual Funds, Series 63, Wealth Management, Portfolio Management, Asset Managment, Financial Modeling, Investment Advisory, Asset Allocation, Insurance, Equities, Financial Services, Alternative Investments

Education
University of Tampa - John H. Sykes College of Business   2001 — 2003
MBA, Corporate Finance, Marketing, International Business

Baylor University - Hankamer School of Business   1997 — 2000
BBA, Economics, Management

Emily Gordon Emily Gordon Greater Milwaukee Area Details
Emily Gordon's Raymond James Financial Services, Inc. Experience December 2002 - June 2004
Job Trading Operations Manager at Artisan Partners
Industry Financial Services
Experience
Artisan Partners  September 2012 - Present
Stark Investments  June 2004 - July 2012
Raymond James Financial Services, Inc.   December 2002 - June 2004
Starlight Children's Foundation  September 2002 - January 2003

Skills
Hedge Funds, Equities, Financial Analysis, Options, Fixed Income, Securities, Investments, Bloomberg, Derivatives, Trading, Alternative Investments, Portfolio Management, Financial Modeling, Microsoft Excel, Finance, Asset Managment, Strategic Planning, Middle Office, Settlement, Bloomberg Terminal, Capital Markets, FX Options, Financial Markets, Mutual Funds, Bonds, ETFs

Education
DePaul University   2002 — 2004
BA, Finance

University of Minnesota-Twin Cities   2000 — 2002
BA, Chemistry

Jan Louis Grobstein Jan Louis Grobstein Delray Beach, Florida Details
Jan Louis Grobstein's Raymond James Financial Services, Inc. Experience August 2012 - Present
Job Financial Consultant
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   August 2012 - Present
Raymond James & Associates, Inc.   October 2006 - August 2012

Skills
Mutual Funds, Retirement Planning, Financial Advisory, Securities, Insurance, Investments, Retirement, Finance

Education
Rutgers University-New Brunswick   1968 — 1972
BA, Business/Education

Marty Freeland Marty Freeland Greater Chicago Area Details
Marty Freeland's Raymond James Financial Services, Inc. Experience January 2003 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2003 - Present

Skills
Investment Advisory, Retirement Planning, IRAs, Fixed Annuities, Wealth Management, Asset Allocation, Series 7,24,51,63,66

Education
DePaul University   1982 — 1986
BS, Finance

Jonathan Schneiderman Jonathan Schneiderman Plattsburgh, New York Details
Jonathan Schneiderman's Raymond James Financial Services, Inc. Experience April 2004 - Present
Job Branch Manager/CFP(R) at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   April 2004 - Present

Skills
Financial Planning, Investment Strategies, Portfolio Management, Estate Planning, Retirement Planning, Investment Advisory, Securities, Mutual Funds, Bonds, Wealth Management, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Financial Advisory, Investments, Equities, Fixed Annuities, Retirement, Financial Markets, Finance, Financial Services, Series 7, Strategic Financial..., Investment Management, Financial Analysis, Series 63, Equity Research

Education
Syracuse University   1983 — 1986
BA, Economics

West Hempstead High School   1977 — 1980

Sarah Friend Sarah Friend Greater Detroit Area Details
Sarah Friend's Raymond James Financial Services, Inc. Experience January 2007 - April 2008
Job Financial Analyst at General Motors
Industry Automotive
Experience
General Motors Company  June 2008 - Present
Raymond James Financial Services, Inc.   January 2007 - April 2008
American International Group Investments Europe Ltd.   May 2007 - August 2007
Nordstrom  2004 - 2006

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2014
MBA (candidate)

Michigan State University   2004 — 2008
Bachelor of Arts, Finance

Christopher Fluehr Christopher Fluehr Boca Raton, Florida Details
Christopher Fluehr's Raymond James Financial Services, Inc. Experience May 2014 - Present
Job Branch Manager, Financial Advisor at Raymond James Financial Services Inc., 301 Yamato Road ,Suite #3160
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   May 2014 - Present
Wells Fargo Advisors LLC  2010 - May 2014
SunTrust Investment Services, Inc.   February 1999 - May 2010

Skills
Wealth Management, Retirement Planning, Investments, Insurance, Investment Advisory, Financial Planning, Finance, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Banking, Series 63

Education
Florida State University   1973 — 1975
Bachelor's Degree, Business Administration, Management and Real Estate

Danielle Helfrich Danielle Helfrich Greater Chicago Area Details
Danielle Helfrich's Raymond James Financial Services, Inc. Experience January 2006 - Present
Job Director of Operations at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 2006 - Present
Wealth Consulting Group, Independent Firm   January 1996 - January 2006
Royal Alliance Associates INC  November 1992 - January 1996

Skills
Investments, Leadership, Management, Marketing, Mutual Funds, Human Resources, 401k, Portfolio Management, Public Speaking, Retirement, Securities, Finance, Financial Services, Financial Advisory, Microsoft Office, Series 63, Series 7, Retirement Planning, Customer Service

Education
Cottey College   1989 — 1991
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Crown Point High School   1985 — 1989

Calumet College of St. Joseph
Bachelor of Science, Organization Management

Jamie Kosharek Jamie Kosharek Tampa/St. Petersburg, Florida Area Details
Jamie Kosharek's Raymond James Financial Services, Inc. Experience 2000 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   2000 - Present
Raymond James  2000 - 2010

Skills
Series 63, Securities, Mutual Funds, Series 24, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Recruiting, Series 7, Retirement Planning, Investments

Education
University of Florida
Bachelor of Science (BS), Business/Managerial Economics

University of South Florida
Master of Business Administration (MBA), Finance and Financial Management Services

Mary Ann Tayloe Mary Ann Tayloe Des Moines, Iowa Area Details
Mary Ann Tayloe's Raymond James Financial Services, Inc. Experience Financial AdvisorWeissenburger Investments & Financial PlanningSeptember 2009 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   Financial AdvisorWeissenburger Investments & Financial PlanningSeptember 2009 - Present
Morgan Stanley Smith Barney  February 2000 - September 2009
Supervalu, Inc  June 1995 - June 1999
Supervalu, Inc  June 1993 - July 1995
Supervalu, Inc.   September 1989 - June 1993
Supervalu, Inc.   June 1988 - September 1989
Supervalu, Inc.   January 1986 - June 1988
Krogers Supermarket  1978 - 1985

Skills
Sales, Retail, Asset Allocation, Retirement Planning, Series 7, Marketing, Financial Risk, Finance, Mutual Funds, Investment Strategies, Investments, Wealth Management, Series 65, Alternative Investments, Fixed Annuities, Retirement, Asset Management, Series 63, Customer Service, Management, Team Building

Education
University of Southern California   1981 — 1982
Food Industry Management Certificate Degree, Food Industry Management, 3.6

University of Pittsburgh   1974 — 1978
Bachelor of Science, 3.26

Drake University
Master of Business Administration (MBA), Business Administration and Management, General

Rose Spytek Rose Spytek Vero Beach, Florida Details
Rose Spytek's Raymond James Financial Services, Inc. Experience August 1986 - Present
Job Certified Financial Planner at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 1987 - Present
Raymond James Financial Services, Inc.   August 1986 - Present
Vero Beach Police Foundation   2010 - 2011
Bridal Show for the Heritage Center   2009 - 2009

Skills
ERISA, 401k Rollovers, Asset Allocation, Estate Planning, Series 7, Retirement Planning, Wealth Management, IRAs, Retirement, 401k, Strategic Financial..., Investments, Investment Advisory, Roth IRA, Fixed Annuities, Asset Managment, Mortgage Lending, Portfolio Management, Equities, Alternative Investments, Insurance, Leadership, Securities, Financial Advisory, Mutual Funds, Wealth, Asset Management, Small Business, Financial Planners, Investment Strategies, Personal Finance, Life Insurance, Saving for Education, Disability Insurance, Series 63, Health Insurance, Estate Tax Planning, Wealth Accumulation, Series 65, Uniform Combined State..., Wealth Management..., Financial Analysis, Term Life Insurance

Education
The University of Texas at Austin   1977 — 1981
BA, Psychology

Paul Biggin Paul Biggin Greater New York City Area Details
Paul Biggin's Raymond James Financial Services, Inc. Experience March 2007 - Present
Job Financial Advisor at
Industry Financial Services
Experience
Biggin Financial, Ltd. (@ RJFS)   March 2007 - Present
Raymond James Financial Services, Inc.   March 2007 - Present
UBS  January 2003 - March 2007

Education
Hofstra University

New York Institute of Technology

Jennifer Stickler Jennifer Stickler Greater Chicago Area Details
Jennifer Stickler's Raymond James Financial Services, Inc. Experience June 2006 - Present
Job Financial Advisor/Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 2006 - Present
H & R Block Financial Advisors  January 2000 - June 2006
Olde Discount  January 1995 - January 2000

Skills
Investments, Mutual Funds, Insurance, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, FINRA, Securities, Bonds, Stocks, Analysis, Financial Planners, Financial Markets, Fixed Annuities, Finance, Financial Advisory, Accounting, Series 7, Alternative Investments, 401k, Customer Service, Series 24, Financial Planning

Education
Quincy University   1993 — 1995
B.S., Finance

John Wood Community College   1991 — 1992
Associates, Business Management

R.J. Chester R.J. Chester Athens, Georgia Area Details
R.J. Chester's Raymond James Financial Services, Inc. Experience January 1996 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   January 1996 - Present

Education
Cartersville High School

College for Financial Planning
Chartered Retirement Plans Specialist

University of Georgia - Terry College of Business
BBA, Economics

Kevin Astry Kevin Astry Fredonia, New York Details
Kevin Astry's Raymond James Financial Services, Inc. Experience November 2010 - Present
Job Financial Advisor at Comprehensive Wealth Solutions, Inc. / Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   November 2010 - Present
Ameriprise Financial Services, Inc.   October 2008 - November 2010

Education
Allegheny College   2004 — 2008
BA, Economics

Amber Hogan Amber Hogan West Palm Beach, Florida Area Details
Amber Hogan's Raymond James Financial Services, Inc. Experience July 2011 - Present
Job Administrative Assistant at Raymond James Financial Services, Inc.
Industry Executive Office
Experience
Raymond James Financial Services, Inc.   July 2011 - Present
Western Springs School District #101  January 2001 - June 2011
Kokopelli/Embrace Your Style, LLC   October 2000 - January 2009
PartyLite, Inc  October 1995 - November 2000
Midwest Region  May 1988 - August 1991
Hild Floor Machine Company, Inc   April 1986 - May 1988
Kenall Manufacturing Company   September 1984 - April 1986

Skills
Office Management, Administrative..., Outlook, Data Entry, Microsoft Office, Microsoft Word, Microsoft Excel, Travel Arrangements, Customer Service, PowerPoint, Marketing, Sales, Accounts Payable, Public Speaking, Administrative..., Payroll

Education
College of DuPage   2010 — 2011

Monmouth College   1980 — 1984
B.A, Business Administration and English

Cornelia Forrence Cornelia Forrence Plattsburgh, New York Details
Cornelia Forrence's Raymond James Financial Services, Inc. Experience June 2009 - Present
Job Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   June 2009 - Present
UBS  January 2000 - May 2009
Chase Manhattan Bank  September 1978 - June 1981

Education
Columbia University - Columbia Business School   1976 — 1978
MBA

University of Pennsylvania - The Wharton School   1968 — 1974
BS

Chris Wiederhold Chris Wiederhold Bokeelia, Florida Details
Chris Wiederhold's Raymond James Financial Services, Inc. Experience June 2008 - Present
Job Client Service Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   June 2008 - Present
Edward Jones  February 2006 - June 2008
Gallagher Benefit Services  January 1995 - December 2005

Skills
Insurance, Financial Services, Securities, Retirement, Investments, Mutual Funds, Health Insurance

Education
Northwood University   1990 — 1992
Associates degree, Automotive Marketing Management

Caroline K. Korte Caroline K. Korte Paducah, Kentucky Details
Caroline K. Korte's Raymond James Financial Services, Inc. Experience September 1996 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc.   September 1996 - Present
Raymond James Financial Services. Inc. Member FINRA/SIPC   September 1996 - Present

Skills
Financial Advisory, Finance, Retirement Planning, Securities, Wealth Management, Series 7, Process Improvement, Event Planning, Strategic Financial..., Mutual Funds, Investment Advisory, Marketing

Education
Southern Illinois University, Carbondale   1983 — 1984
Bachelor of Science, Finance and Financial Management Services

The University of Mississippi   1981 — 1983
Finance and Financial Management Services

Ken Villano Ken Villano United States Details
Ken Villano's Raymond James Financial Services, Inc. Experience June 2003 - Present
Job Registered Principal & Branch Manager at Raymond James Financial Services, Inc.
Industry Investment Management
Experience
Raymond James Financial Services, Inc.   June 2003 - Present
Greater Community Financial LLC   September 1997 - June 2003
LM Financial Partners - a Legg Mason Subsidiary   March 1995 - September 1997
Washington Savings Bank  October 1986 - March 1995

Skills
Mutual Funds, Wealth Management, Finance, Securities, Investments, Financial Risk, FINRA, Series 7, Series 24, Series 63, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Uniform Combined State..., Equities

Education
College for Financial Planning   2000 — 2002
Personal Financial Planning

Fairleigh Dickinson University-College at Florham   1990 — 1994
Master of Business Administration (M.B.A.), Corporate Finance

Mount St. Mary's University   1981 — 1985
Bachelor of Science (BS), Business & Finance

Delbarton School   1977 — 1981

Daniel Satterfield Daniel Satterfield Greater New York City Area Details
Daniel Satterfield's Raymond James Financial Services, Inc. Experience October 2004 - June 2005
Job Senior Financial Consultant, Independent Broker Dealer at FOUR POINTS CAPITAL PARTNERS, INC
Industry Banking
Experience
FOUR POINTS CAPITAL PARTNERS, INC   March 2014 - Present
OLYMPIA CAPITAL MARKET GROUP, INC   July 2011 - June 2012
JOSEPH GUNNAR & COMPANY, LLC   June 2007 - May 2009
J.P. MORGAN CHASE, INC.   December 2006 - April 2007
GUNN ALLEN FINANCIAL, INC   June 2005 - December 2005
RAYMOND JAMES FINANCIAL SERVICES, INC.   October 2004 - June 2005

Education
Hofstra University   2000 — 2004
Bachelor’s Degree, Bachelor's Degree in Finance

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