Raymond James Financial Services, Inc. Member FINRA/SIPC

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Raymond James Financial Services, Inc. Member FINRA/SIPC Employees

Employee
Years
Job
Industry
Jerrod Ferguson Jerrod Ferguson Greater Los Angeles Area Details
Jerrod Ferguson's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Vance Wealth Group, Inc.   August 2008 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2008 - Present
Arthur J. Gallagher & Co.   June 2008 - August 2008
Starbucks Coffee Company  March 2006 - May 2008

Education
California State University-Northridge   2007 — 2009
Bachelor's of Science, Business Management

Dustin Eldridge Dustin Eldridge Dallas/Fort Worth Area Details
Dustin Eldridge's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2014 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 2014 - Present
Raymond James Financial Inc.  October 2012 - October 2014
The Mergis Group, a Randstad Company  2010 - November 2012
Kforce Inc.  January 2010 - September 2010
Tampa Bay Buccaneers  July 2008 - December 2009

Skills
Securities Market, Financial Advisory, Securities, Stocks, Finance Consulting, Bonds, Municipal Bonds, Government Bonds, Securities Regulation, Financial Audits, Financial Regulation, Compliance, Securities License, Compliance Operations, Accounting, Client Development, Sales, Salesforce.com, New Business Development, Business Development, Consulting, Accounting Consulting

Education
University of South Florida   2005 — 2009
BS, Marketing, Minor in Finance

Amy Trujillo Amy Trujillo Chico, California Area Details
Amy Trujillo's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2013 - Present
Merrill Lynch  January 2011 - May 2013
Trujillo & Associates Insurance   March 2010 - January 2011
Wells Fargo Bank  July 2008 - March 2010

Skills
Retirement Planning, Series 7, Investments, Strategic Financial..., Credit, Loans, Banking, Portfolio Management, Financial Analysis, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Finance, Asset Management, Securities

Education
CSU Chico   2008 — 2010
MBA, Business Administration

California State University-Bakersfield   2006 — 2007
BS, Business Administration/ Finance

Michael DeSantis Michael DeSantis Los Angeles, California Details
Michael DeSantis's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2014 - September 2014
Job Customer Service Specialist at LA Bite and Seeking Internship in Finance
Industry Market Research
Experience
LAbite   July 2015 - Present
Farmers Insurance  February 2015 - August 2015
Buckstash   May 2014 - March 2015
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2014 - September 2014
American Golf Corporation  August 2012 - May 2014
Crunchies Food Company  May 2010 - July 2011
Albertsons  June 2008 - March 2009

Skills
Golf, Sports, Event Management, Event Planning, Sales, Customer Service, Hospitality, Marketing, Social Media Marketing, Budgets, Coaching, Social Media, Sports Marketing, QuickBooks

Education
California State University-Northridge   2014 — 2016
Bachelor's Degree, B.S., Finance

Santa Monica College   2012 — 2014
Associate of Science (AS), Business Administration

California Department of Insurance
Life and Health Insurance License #0K04792

Brad Chalmers Brad Chalmers Dubuque, Iowa Details
Brad Chalmers's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 1986 - Present
Job Branch Manager, Investment Management Consultant, CFP.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 1986 - Present
Shearson Lehman Brothers  1981 - 1986

Skills
Investment Management, Alternative Investments, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Investments, Strategic Financial..., Estate Planning, Investment Advisory, Investment Strategies, Series 7, Securities, Fixed Annuities, Portfolio Management, Life Insurance, Variable Annuities, Retirement Planning, Financial Planning

Education
Institute of Investment Management Consulting   2005 — 2006
IMC, Investment Management Consultant

College for Financial Planning   1998 — 1999
AAMS, Accredited Asset Management Specialist

College for Financial Planning   1986 — 1987
CFP, Certified Financial Planner

University of Dubuque
Bachelor's degree, Psycholgy

Joan Confoy Joan Confoy Reston, Virginia Details
Joan Confoy's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2006 - Present
Job Associate Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2006 - Present
Financial Industry Regulatory Authority  January 1997 - Present
Columbia Management  October 1985 - December 2002

Skills
Financial Advisory, Portfolio Management, Finance, Securities, Financial Modeling, Management, Public Speaking, Business Development, Strategic Planning, Business Planning, Program Management, Wealth Management, Microsoft Office, Retirement Planning, Research, Budgets, Investment Advisory, Instructional Design, Investment Strategies, Asset Allocation

Education
Bentley University   1981 — 1985
Bachelor's Degree, Business Administration and Management, General

Jill (Sivley) Henson, CFP® Jill (Sivley) Henson, CFP® Cincinnati Area Details
Jill (Sivley) Henson, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2012 - August 2013
Job Investment Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   September 2013 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC   July 2012 - August 2013
Queen City Financial Advisors   May 2009 - June 2012
Securities America, Inc. Member FINRA/SIPC   November 2008 - May 2009
Brecek & Young  December 2002 - November 2008

Skills
Securities, Wealth Management, Financial Advisory, Finance, Series 7, Retirement Planning, Investments, Mutual Funds, Series 63, Portfolio Management, Strategic Financial..., Series 65, Estate Planning, Asset Allocation, Financial Planning, Management, Financial Services

Education
Rutgers, The State University of New Jersey-New Brunswick   2000 — 2002
Bachelor of Science (BS), Marketing

Jackson State University   1996 — 1999
Marketing

Tremper High School   1993 — 1996

Andrew Voiles, CFP® Andrew Voiles, CFP® Boerne, Texas Details
Andrew Voiles, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2009 - Present
Job CFP® at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 2009 - Present

Skills
Financial Planners, Strategic Planning, Insurance, Marketing, Public Speaking, PowerPoint, Microsoft Excel, Sales

Education
Abilene Christian University   2005 — 2009
B.B.A., Marketing

Andrew Koenig Andrew Koenig Seguin, Texas Details
Andrew Koenig's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1994 - Present
Job Branch Owner/ Financial Advisor at Raymond James Financial Services, Inc.Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 1994 - Present

Skills
Finance, Investments, Financial Planning, Personal Financial..., Small Business..., Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Insurance, Financial Services, Financial Analysis, Team Building, Budgets

Education
Texas Lutheran University   1982 — 1986
Bachelor of Arts (BA), Accounting

Matthew DeWeese CFP® Matthew DeWeese CFP® Orange County, California Area Details
Matthew DeWeese CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2003 - Present
Job "Advisor For Life" to successful families
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 2003 - Present
UBS  February 1997 - June 2003
Merrill Lynch  March 1990 - February 1997

Skills
Investments, Mutual Funds, Alternative Investments, Strategic Financial..., Financial Advisory, Securities, Retirement, Finance, Management, Series 7, Customer Acquisition, Fixed Annuities, Retirement Income..., Estate and Legacy..., Extensive knowledge of..., Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Asset Management, Series 63

Education
California State University-Long Beach   1975 — 1978
Bachelor of Science in Business Administration, Management

University of California, Irvine   1972 — 1974
Humanities

John J. Robb John J. Robb Mobile, Alabama Area Details
John J. Robb's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2002 - 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

Jenny Hilliard Jenny Hilliard Raleigh, North Carolina Details
Jenny Hilliard's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2006 - Present
Job Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2006 - Present
Heritage Family of Funds, Raymond James Financial, Inc. Member FINRA/SIPC   November 1997 - January 2006
Raymond James Financial Inc. Member FINRA/SIPC   November 1994 - November 1997

Skills
Evaluating Investment..., Constructing Investment..., Mutual Funds, Retirement Planning, College Education..., Strategic Financial..., Investments, Series 7, Financial Advisory, Securities, Financial Services, Retirement, Asset Allocation, Portfolio Management, ETFs, Fundamental and..., 401k, Wealth, Finance, Insurance, Investment Strategies, Asset Management, Series 63

Education
Auburn University   1987 — 1992
Bachelor's Degree, Marketing/Marketing Management, General

DIxie Hollins High School   1984 — 1987
HIgh school diploma

Jeri Jensen Jeri Jensen Fort Collins, Colorado Area Details
Jeri Jensen's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2008 - Present
Job Financial Assistant II at Raymond James
Industry Investment Management
Experience
First Tech Federal Credit Union/Addison Avenue Investment Services   June 2008 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   2008 - Present
Fort Collins Pet Au Pairs   May 2007 - Present
Chapel & Collins, LLC   October 1999 - May 2008

Skills
Series 7, Series 66, Investments, Securities, Management, Retirement Planning, Customer Service, Leadership, Wealth Management

Education
Colorado State University   1990 — 1993
Bachelor of Business Administration (BBA), Human Resources Management and Services

Montana State University-Bozeman   1986 — 1988
Education/Teaching of Individuals in Elementary Special Education Programs

Robert Foley, CFP® Robert Foley, CFP® Orange County, California Area Details
Robert Foley, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2011 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2011 - Present

Education
College for Financial Planning   2007 — 2008
Certificate

College for Financial Planning   2006 — 2006
Certificate, Accredited Asset Management Specialist

University of Southern California - Marshall School of Business   1984 — 1987
B.S.

Sciences Po   1985 — 1986

Arcadia High School

Heather Golden Heather Golden Greater Pittsburgh Area Details
Heather Golden's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 1991 - Present
Job Operations Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 1991 - Present

Skills
Financial Analysis, Marketing, Customer Service, Event Management

Education
University of Pittsburgh   1987 — 1990

Dale White, CFP®, CPA Dale White, CFP®, CPA Greater Detroit Area Details
Dale White, CFP®, CPA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2008 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2008 - Present
Gursey, Schneider & Co., LLP   2006 - 2008
Doeren Mayhew  1997 - 2005

Education
Walsh College of Accountancy and Business Administration   1997 — 2001
Masters of Science, Taxation

Michigan State University   1992 — 1996
BA Accounting, Accounting, Finance

Jim Paxton Jim Paxton Henderson, Nevada Details
Jim Paxton's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2012 - Present
Job Financial Advisor Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2012 - Present
Ameriprise Financial Services, Thurlow & Associates   April 2003 - August 2012
Nevada State Bank  March 1999 - January 2003
Edward Jones  March 1994 - March 1999

Skills
Retirement Planning, 401k Rollovers, Strategic Financial..., IRAs, Wealth Accumulation, Financial Planners, Wealth, Personal Finance, Investment Advisory, 401k, Financial Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Wealth Management..., Long-term Care, Life Insurance

Education
Boise State University   1972 — 1974
Secondary Teaching Credential

San Jose State University   1966 — 1970
BA, Journalism and political science

Westchester High School   1963 — 1966
diploma, General

Brent Carman Brent Carman Scottsdale, Arizona Details
Brent Carman's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2012 - Present
Job Independent Wealth Advisor at Raymond James in Scottsdale & East Valley specializing in Aerospace & Medical industries
Industry Investment Management
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   November 2012 - Present
Wells Fargo Advisors  September 2008 - November 2012
JPMorgan Chase  May 2005 - September 2008
Morgan Stanley Wealth Management  June 2004 - April 2005
Air Products and Chemicals  May 2001 - May 2004
United States Air Force  July 1996 - July 2000

Skills
Series 65, Series 7, Investment Banking, Private Equity, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Tactical Asset..., Retirement, Estate Planning, Exchange Traded Funds, Bonds, Mutual Funds, 3rd Party Money Managers, 403 b, 401k, Fixed Annuities, Indexed Annuities, Variable Annuities, Life & Health Insurance..., Series 63, series 31, Military, Military Experience, Aerospace, Arizona Relocation, Aerospace Engineering, Non-profit Volunteer, Non-profit Leadership, Investment Management

Education
Arizona State University   2001 — 2004
Bachelor of Science (B.S.), Global Business Management

Jon Kagan Jon Kagan Pensacola, Florida Area Details
Jon Kagan's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2004 - Present
Job Certified Financial Planner and Wealth Manager providing thoughtful advice and prudent solutions.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 2004 - Present
Edward Jones  June 2000 - November 2004
Pfizer Pharmaceuticals  June 1996 - June 2000
US Navy  July 1986 - July 1996

Skills
Financial Planning, Wealth Management, Certified Financial..., Investment Advisory, Estate Planning, Risk Management, Retirement Planning, Strategic Financial..., Securities, Financial Advisory

Education
Troy University   1992 — 1995
MSM, Management

Isenberg School of Management, UMass Amherst   1982 — 1986
BBA, Marketing, Psychology

Donna Chapel, CPA/CFP®/PFS Donna Chapel, CPA/CFP®/PFS Fort Collins, Colorado Area Details
Donna Chapel, CPA/CFP®/PFS's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 1999 - Present
Job Chapel & Collins, LLC Owner
Industry Financial Services
Experience
Chapel & Collins, LLC   December 1998 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC   December 1999 - Present
Colorado State University  June 2013 - Present
Community Foundation of Northern Colorado  January 2009 - June 2014
Rotary Endowment Fund   August 2009 - December 2013
Fort Collins Area Chamber of Commerce  March 2005 - December 2013
The Center  2007 - December 2009
Sample & Bailey, P.C.   October 1987 - August 2004

Skills
Budgets, Small Business, Strategic Planning, Mutual Funds, Estate Planning, Customer Service, Portfolio Management, Microsoft Excel, Financial Advisory, Community Outreach, Strategic Financial..., Project Management, Team Building, Retirement Planning, Event Management, Public Relations, Management, Leadership, Fundraising, Volunteer Management, Investment Management, Marketing, Microsoft Office, Investments, Non-profits, Business Development, Strategy, Sales, Event Planning, Leadership Development, Process Improvement, Wealth Management, Healthcare, Community Development, Program Development, Newsletters, Training, High Net Worth..., Finance, Income Tax, Accounts Receivable, Research, Social Media, Securities, Marketing Communications, Public Speaking, Personal Finance, Time Management, Credit, Wealth Management...

Education
Colorado Mesa University   1982 — 1984
BS, Accounting

Lara (Wiklendt) Berner Yates Lara (Wiklendt) Berner Yates Reston, Virginia Details
Lara (Wiklendt) Berner Yates's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2007 - Present
Job Certified Financial Planner™
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 2007 - Present
Osprey Partners Investment Management   1998 - 2006

Skills
Strategic Financial..., Financial Advisory, Wealth Management, Asset Allocation, Finance, Management, Investment Advisory, Asset Managment, Estate Planning, Securities, Corporate Finance, Portfolio Management, Financial Modeling, Investments, Retirement Planning

Education
University of Michigan - Stephen M. Ross School of Business
BBA, Finance

University of Tampa - John H. Sykes College of Business
M.B.A

Elizabeth (Liza) Campa-Flanagan, CFP®, CIMA® Elizabeth (Liza) Campa-Flanagan, CFP®, CIMA® Tampa/St. Petersburg, Florida Area Details
Elizabeth (Liza) Campa-Flanagan, CFP®, CIMA®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2003 - Present
Job Registered Principal at Raymond James Financial Services, Inc. 645 N. Indian Rocks Road Belleair Bluffs, FL 33770
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 2003 - Present
Eagle Asset Management  2000 - 2002

Skills
Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Retirement, Series 7, Financial Advisory, Fixed Annuities, Finance, Marketing, Securities, Financial Analysis, Small Business, Strategic Planning, Public Speaking, Insurance, Nonprofits, Series 63, Portfolio Management, Risk Management, Financial Planning, Financial Services, Stock Management, Wealth Management..., Wealth Preservation..., Asset Management, College Funding..., Retirement Savings, College Savings Plans

Education
Eckerd College   1999 — 2001
B.A. with Distinction, Business & Management

Adrienne Rowles Adrienne Rowles West Palm Beach, Florida Area Details
Adrienne Rowles's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2005 - Present
Job Wealth Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2005 - Present
Wachovia Bank  January 2001 - January 2005
Morgan Stanely Dean Witter   May 1998 - May 2000

Skills
Fixed Income, Portfolio Management, Asset Managment, Management, Investments, Alternative Investments, Wealth Management, Retirement Planning, Mutual Funds, Program Management, Asset Management, Estate Planning, Mergers & Acquisitions, Retirement, Series 7, Wealth, Investment Management, Bonds, FINRA, Strategic Financial..., Investment Advisory, Wealth Management..., Financial Planning

Education
Plymouth State University
BA, Psychology

Jim Marren, CFP ® Jim Marren, CFP ® Reno, Nevada Area Details
Jim Marren, CFP ®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2012 - Present
Job Branch Manager, Financial Advisor at Reno Wealth Advisors
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 2012 - Present
Edward Jones  June 2000 - June 2012
Clark County School District  January 1999 - June 2000

Skills
Retirement Planning, Estate Planning, Wealth Management

Education
College for Financial Planning   2006 — 2006
CFP Certification Professional Education Program, Financial Planning

University of Nevada   1994 — 1998
B.A., Education

Arthur Strackhouse Arthur Strackhouse Chalfont, Pennsylvania Details
Arthur Strackhouse's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2008 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2008 - Present
A.G. Edwards   April 1995 - May 2008

Skills
Retirement Planning, Estate Planning, Series 7, Investment Advisory, Financial Analysis, Strategic Financial..., Retirement, Portfolio Management, Financial Services, Wealth Management, Mutual Funds, Financial Advisory, Insurance, Asset Allocation, Small Business

Education
The Ohio State University   1987 — 1990
Bachelor of Science in Business Administration, Business

College for Financial Planning
Accredited Asset Management Specialist

Seneca Valley

Seneca Valley

David E. Taylor,CPA,PFS, CGMA David E. Taylor,CPA,PFS, CGMA Dallas/Fort Worth Area Details
David E. Taylor,CPA,PFS, CGMA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 1980 - Present
Job Entrepreneur
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 1980 - Present
Concordia University  September 1977 - August 1979
Arthur Anderson & Co.   August 1976 - September 1977

Skills
Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Financial Advisory, Insurance, Asset Allocation, Securities, Investments, Investment Advisory, Series 7, 401k, Finance, Fixed Annuities, Estate Planning, Portfolio Management, Asset Management, Life Insurance, Financial Services, IRAs, Mutual Funds, Uniform Combined State..., Disability Insurance, Series 63, Term Life Insurance, Financial Planners, FINRA, 401k Rollovers, Series 65

Education
Oklahoma State University   1975 — 1976
M.S., Accounting

University of Central Oklahoma - College of Business Administration   1973 — 1975
B.S., Accounting (Magna Cum Laude)

Garland J. Thayer Garland J. Thayer Missoula, Montana Details
Garland J. Thayer's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1992 - December 2012
Job Investment Management
Industry Investment Management
Experience
Garland Thayer Company, LLC   January 2013 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 1992 - December 2012
Bear, Stearns Companies, Inc.   January 1989 - September 1990

Education
Universit of Montana   1990 — 1992
BA, Economics and Political Science

Northeastern University   1988 — 1989
Economics

Culver Military Academy   1984 — 1987

John Brosnan III John Brosnan III Matthews, North Carolina Details
John Brosnan III's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2000 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2000 - Present
United States Marine Corps  March 1990 - September 1993

Skills
401k Rollovers, IRAs, Saving for Education, Wealth Accumulation, College Savings Plans, Wealth Management..., Uniform Combined State..., Roth IRA, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies, Strategic Financial..., Estate Planning, Fixed Annuities, Investments, Financial Planners, FINRA, 529 Plans, Variable Annuities, 401k, ETFs, Wealth, Separately Managed..., Retirement Plan..., Personal Financial..., Financial Goals, Retirement Savings, Bonds, High Net Worth..., Securities

Education
George Mason University

Carrie Dupuie Carrie Dupuie Berlin, Maryland Details
Carrie Dupuie's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 2011 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   December 2011 - Present
Delaware Air National Guard  January 1993 - Present
Brian Roberts   2012 - 2013
Brian Roberts   2012 - 2013
Brian Roberts   2012 - 2013
Brian Roberts   2012 - 2013
Brian Roberts   2012 - 2013
Brian Roberts   2012 - 2013
Brian Roberts   2012 - 2013
Edward Jones  February 2006 - December 2011

Skills
Accredited Asset..., Retirement Planning, Retirement, Estate Planning, Portfolio Management, Risk Assessment, Finance, Financial Advisory, Strategic Financial..., Securities, Personal Finance, Investment Strategies, Investments, IRAs, Management, Series 7

Education
Shippensburg University of Pennsylvania   2003 — 2005
Bachelor's of Science, Finance

Shippensburg University of Pennsylvania   2003 — 2005
Bachelor's of Arts, Communication

Ray Rhoades Ray Rhoades Spring, Texas Details
Ray Rhoades's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2010 - Present
Job CFP®, CRPC® , Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2010 - Present
Merrill Lynch  June 2004 - May 2010
Klein Bank and Trust Company   June 2001 - 2004

Skills
Investments, Strategic Financial..., Finance, Financial Planning, Securities, Financial Advisory, Retirement Planning, Financial Services, Financial Analysis, Series 7, Wealth, Investment Management, Retirement, Wealth Management, Financial Risk, Strategic Planning, Microsoft Excel

Education
Indiana University Bloomington   1972 — 1976
Bachelor of Arts (BA), Psychology

Nathan Rollins Nathan Rollins Nashville, Tennessee Details
Nathan Rollins's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 2011 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   December 2011 - Present
Raymond James  June 2008 - December 2011
Stephens Inc.  March 2004 - June 2008

Skills
Investment Advisory, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Asset Management, Portfolio Management

Education
Auburn University   1994 — 1998
BA, Literature

University of Arkansas   2003 — 2004
Master of Business Administration, Economics

Jim Woodruff Jim Woodruff Ballinger, Texas Details
Jim Woodruff's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2005 - Present
Job Financial AdvisorRamond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 2005 - Present
Edward Jones  December 1998 - September 2005
Thrivent Financial for Lutherans  May 1995 - December 1998

Skills
Wealth Management, Retirement, 401k Rollovers, Charitable Giving, Investment Advisory

Education
Texas A&M University-Commerce   1984 — 1987
Bachelor of Business Administration (BBA), Marketing

Berkner High School   1980 — 1983

Marc M. Powers Marc M. Powers Greater Detroit Area Details
Marc M. Powers's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 1997 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   March 1997 - Present

Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Series 7, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Investment Strategies, Asset Managment, Asset Management, Series 24, Trading, Securities, Risk Management, Long-term Care, Retirement, Investment Advisory, Wealth Management, Series 63, Financial Planning

Education
Ferris State University   1991 — 1996
Finance and Business Administration.

Nathan Crotser, CFP Nathan Crotser, CFP Longmont, Colorado Details
Nathan Crotser, CFP's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 2003 - Present
Job Professional Certified Financial Planner at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   December 2003 - Present
Allmerica Financial  August 2002 - December 2003
American Expess Financial Advisors   June 2000 - August 2002

Skills
Retirement, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning

Education
Luther College   1997 — 2000
Bachelor's, Business & Finance

Kelly Wolf Kennedy Kelly Wolf Kennedy Greater Denver Area Details
Kelly Wolf Kennedy's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1994 - Present
Job Financial Advisor Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 1994 - Present
Prime Charter Ltd  1992 - 1994

Skills
Investments, Mutual Funds, Portfolio Management, Investment Strategies, Alternative Investments, Series 7

Education
University of Maryland College Park   1985 — 1989
BA, Government and Politics

Bob Petrillo Bob Petrillo Greater Detroit Area Details
Bob Petrillo's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2000 - Present
Job Registered Principal, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 2000 - Present

Education
Michigan State University   1983 — 1987
BA, Finance, Economics

Wayne State University   1990 — 1991
MBA, Finance, Accounting

Bill Mihm Bill Mihm Naples, Florida Area Details
Bill Mihm's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2005 - Present
Job Branch Manager,Registered Investment Adviser Representative, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 2005 - Present
The Bonita Springs Area Chamber of Commerce   February 2012 - Present
Rotary Club Bonita Springs Noon   January 2009 - July 2012
Morgan Stanley  February 1994 - September 2005

Skills
Portfolio Management, Series 7, Asset Management, Investments, Wealth Management, Financial Planning, Retirement Planning, Equities, Securities, Mutual Funds, Asset Allocation, Fixed Income, Financial Analysis, Insurance, Estate Planning, Investment Advisory, Retirement, Bonds, Series 63, Annuities, Investment Strategies, Financial Advisory, IRA's, Wealth Transfer, Comprehensive Wealth..., Wealth Accumulation, Separately Managed..., Insurance Planning, ETFs, Alternative Investments, Stocks, 401k Rollovers, Retirement Income..., Annuity, FINRA, Roth IRA, College Savings Plans, 401k, Private Wealth..., High Net Worth..., Investment Policy, Series 24, Strategic Financial..., Wealth Management..., Wealth, Uniform Combined State..., Small Business, Series 65, Investment Management, Mortgage Lending

Education
BS -Business & Communications   1979 — 1982
Business and Communications

Florida State University   1979 — 1982

Jackie Gentry Jackie Gentry Washington D.C. Metro Area Details
Jackie Gentry's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2004 - Present
Job CERTIFIED FINANCIAL PLANNER® Professional at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   2004 - Present

Education
Oklahoma City University   2003 — 2004
MBA, Finance

Henderson State University   2000 — 2003
BBA, Marketing/Psychology

Jeff Zientara Jeff Zientara Bradenton, Florida Details
Jeff Zientara's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2009 - December 2013
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A.   April 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2009 - December 2013
Morgan Stanley  August 2007 - May 2009
Morgan Stanley  April 2005 - May 2006
Infinity Broadcasting  May 2004 - February 2005

Education
University of South Florida   2002 — 2004
2004, Economics and International Business

Florida State University   2000 — 2002
Business

John C. Stanley John C. Stanley Greater Minneapolis-St. Paul Area Details
John C. Stanley's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 1988 - Present
Job Financial Advisor and Registered Principal at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   1988 - Present
Franke, Laurion and Stanley Financial Services   1988 - 2002
PaineWebber, Inc.   1980 - 1988

Skills
Retirement Planning, Mutual Funds, Investments, Securities, Bonds, Stocks, Fixed Annuities, 529 Plans, 401k, Investment Management, Financial Services, Wealth Management..., Variable Annuities, IRAs

Education
University of Minnesota-Twin Cities   1970 — 1983
Bachelor of Science, Cum Laude, Organizational Behavior

Bloomington Lincoln High School   1967 — 1970

Dave Crouch Dave Crouch Greater Nashville Area Details
Dave Crouch's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2007 - Present
Job Registered Principal at Raymond James Financial
Industry Investment Management
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   October 2007 - Present
PrimeTrust Bank   2002 - 2007
Franklin National Bank  1999 - 2002
J. C. Bradford & Co.   1990 - 1999

Skills
Series 7, 401k Rollovers, IRAs, Uniform Combined State..., Investment Advisory, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Retirement, Securities, Asset Management, Financial Advisory, Wealth Management, Estate Planning, Financial Services, Investment Management, 401k, Series 24, Financial Planners, Wealth Management..., Investment Strategies, Finance, Roth IRA, Financial Analysis, Bonds, ETFs

Education
Lipscomb University   1969 — 1975
B.S., Business & Finance

Win Smathers Win Smathers Greater Pittsburgh Area Details
Win Smathers's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2013 - Present
Job Managing Director at Shorebridge Wealth Management, LLC, an independent firm
Industry Investment Management
Experience
Shorebridge Wealth Management, LLC, an independent firm   June 2013 - Present
Raymond James Financial Services, Inc. - Member FINRA/SIPC   June 2013 - Present
Hunter Associates, Inc.   January 1993 - June 2013
Meridian Bank  September 1990 - January 1993

Skills
Portfolio Management, Retirement Income..., Financial Planning, Risk Management, Equities, Retirement, Financial Markets, Investments, Insurance, Trading, Strategic Planning, Strategic Financial..., Investment Management, Mutual Funds, Retirement Planning, Wealth Management, Derivatives

Education
Dickinson College   1986 — 1990
BA, Economics

The Securities Industry Institute - The Wharton School   1996 — 1998
SIFMA/Wharton Certificate

College for Financial Planning   1996 — 1998
CFP® Certification Professional Education Program, Financial Planning

Jennifer Jewell, CFP® Jennifer Jewell, CFP® Washington D.C. Metro Area Details
Jennifer Jewell, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2009 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2009 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 1998 - Present

Education
George Fox University   1985 — 1988
BA, Christian Educational Ministries

James Hirschberger James Hirschberger Tampa/St. Petersburg, Florida Area Details
James Hirschberger's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1995 - Present
Job Branch Manager, Financial Planner at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 1995 - Present
Raymond James & Associates, Inc   January 1989 - May 1995

Education
Dowling College   1983 — 1987

Steve Zangmeister, ChFC Steve Zangmeister, ChFC Cleveland/Akron, Ohio Area Details
Steve Zangmeister, ChFC's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2007 - Present
Job Financial Advisor, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2007 - Present
Northwestern Mutual Financial Services  June 1986 - May 2007

Skills
Retirement Planning, Retirement, Strategic Financial..., Series 7, Wealth Management, Customer Service, Securities, Finance, Mutual Funds, Financial Advisory, Asset Allocation, Risk Management, Life Insurance, Wealth, Investments, Fixed Annuities, Pensions, Insurance, 401k, Investment Advisory, Estate Planning

Education
Kent State University   1983 — 1987
Bachelors of Business Administration, Marketing and Finance

Bryn Mawr College   1991 — 1992
Chartered Financial Consultant (ChFC) and Chartered Lif Underwriter, CLU, Financial Planning and Insurance Planning

Reno Jones Reno Jones Dallas/Fort Worth Area Details
Reno Jones's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 2011 - Present
Job Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   December 2011 - Present
Prosper Economic Development Corporation   September 2009 - Present
Southwest Securities  September 2001 - December 2011
RBC Capital Markets  1997 - 2002

Skills
Series 7, Series 63, Securities, Equities, Investments, Investment Advisory, Wealth Management, Mutual Funds, Asset Allocation, 401k, Team Building, Due Diligence, Loans, Retirement Planning, Fixed Annuities, Valuation, Alternative Investments, Private Equity, Trading, Portfolio Management, Strategic Financial..., Risk Management, Financial Advisory, Bonds, Finance, Retirement, Capital Markets, Asset Management, FINRA, Options, Estate Planning, Financial Planners, Financial Analysis, Cash Management, Mortgage Lending, Investment Strategies, Relationship Management, Financial Modeling, Fixed Income, Tax, Credit, Financial Services, Life Insurance, ETFs, Hedge Funds, Investment Management, Brokerage, Series 24, Banking, Investment Banking

Education
University of North Texas   1994 — 1995
Bachelor of Business Administration (BBA)

Texas Tech University   1990 — 1994
BBA, Business

David Wren, CFP® David Wren, CFP® Saratoga Springs, New York Details
David Wren, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 1996 - Present

Education
University of Memphis, Miami University

Harry Rivenburgh CFP® Harry Rivenburgh CFP® Greater New York City Area Details
Harry Rivenburgh CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2007 - Present
Job CERTIFIED FINANCIAL PLANNER® at Raymond James Financial Services, Inc. Member FINRA/ SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   February 2007 - Present
AG Edwards and Sons  August 2003 - February 2007
Fidelity Investments  June 1992 - June 2002
Dean Witter Reynolds  May 1983 - April 1989

Skills
Retirement, Estate Planning, Insurance, Retirement Planning, Series 7, Retirement Income..., Asset Allocation, Charitable Giving, Investment Advisory, Mutual Funds, 401k, Annuities, IRA's, Wealth Management, Wealth Transfer, Series 63, Investment Strategies, Stocks, Securities, Investments, Personal Finance, Wealth, Alternative Investments, Bonds, Long Term Care, Fixed Income, Portfolio Management, Equities, Options, Asset Management, Financial Planning, Asset, Money, Financial Markets, Investment Banking, Financial Advisory, Wealth Accumulation, Pensions, ETFs, Insurance Planning, High Net Worth..., Financial Advice, Annuity, Hedge Funds, FINRA, 401k Rollovers, Comprehensive Wealth..., Investment Products, Roth IRA, Private Wealth...

Education
Adelphi University

Northport HS

David Eachus David Eachus Tampa/St. Petersburg, Florida Area Details
David Eachus's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2000 - Present
Job Branch Manager & Financial Advisor, Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Financial Advice and Services, Inc. An Independent Company   March 2000 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   March 2000 - Present
PaineWebber  1986 - 2000
Smith Barney  1976 - 1986
U.S. Army   September 1968 - December 1969

Education
Eckerd College   1962 — 1967
Bachelor of Arts (B.A.), Learning & Motivational Psychology

Harriton Senior High School, Rosemont, PA   1959 — 1962

Jill A. Haueter Jill A. Haueter Mentor, Ohio Details
Jill A. Haueter's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2010 - November 2013
Job Financial Planner / Registered Principal at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc.   November 2013 - Present
Raymond James Financial Services, Inc. member FINRA/SIPC   June 2010 - November 2013
Edward Jones  January 2008 - June 2010
Centene Inc.   March 2005 - June 2007
Anheuser-Busch  2000 - 2005

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Investment Strategies, Securities, Finance, Insurance, Tax, Cash Flow

Education
University of Missouri-Saint Louis   1992 — 1999
Ph.D., Industrial/Organizational Psychology

The University of Akron   1989 — 1992
BA, Psychology

Nicholas C. Tibaldi Nicholas C. Tibaldi Willoughby, Ohio Details
Nicholas C. Tibaldi's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2008 - Present
Job Branch Manager Financial Planner at Raymond James 36 Public Square, Ste 106 Willoughby, OH 44094 Phone 440.918.1414
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 2008 - Present
Wachovia Securities  January 2003 - November 2008
A.G. Edwards   May 1989 - January 2003

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

Education
John Carroll University   1961 — 1965
AB in Classics, Classical Languages

Louis Mattaliano Louis Mattaliano Houston, Texas Details
Louis Mattaliano's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2009 - Present
Job Financial Advisor Registered Principal at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2009 - Present
Bank of America Investment Services, Inc   September 1989 - May 2009
Merrill Lynch  April 1985 - September 1989

Skills
Investments, Estate Planning, Asset Allocation, Equities, Mutual Funds, Bonds, Wealth Management

Education
University of Houston   1979 — 1984
B.B.A., Finance

St. Thomas High School   1975 — 1979

Laurie Lake Laurie Lake Harrisburg, Pennsylvania Area Details
Laurie Lake's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2005 - Present
Job Financial Advisor/Registered Investment Advisor Representative
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2005 - Present
Gibb Financial Services, Inc.   January 2002 - May 2005
Tucker Anthony, Inc.   April 1999 - December 2001
Hopper Soliday, Inc.   September 1994 - April 1999
Dauphin Deposit Bank  October 1988 - September 1994

Skills
Series 7, Retirement Planning, Mutual Funds, Bonds, ETFs, Real Estate Investment, Annuities, Investment Advisory, Stocks, Long Term Care, Rollovers, Retirement, Wealth Management, FINRA, Estate Planning, Securities, Investments, Financial Planning, Asset Management, Portfolio Management, Retirement Income..., Asset Allocation, Wealth Accumulation, Investment Strategies, Financial Advisory, 401k, Alternative Investments, Wealth Transfer, Insurance, Disability Insurance, Equities, Fixed Income, Financial Analysis, Risk Management, IRA's, 529 Plans, 401k Rollovers, Wealth, Roth IRA, Insurance Planning

Education
Penn State University   1976 — 1980
BS, Finance/Business Management

Hempfield High School   1972 — 1976

Robert Steinberg, JD, CPA, CFP® Robert Steinberg, JD, CPA, CFP® Greater Detroit Area Details
Robert Steinberg, JD, CPA, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 1999 - Present
Job Partner/Wealth Manager Blue Chip Partners, Inc.
Industry Investment Management
Experience
Blue Chip Partners, Inc., An Independent Investment Advisory Firm   July 2004 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 1999 - Present
Center for Financial Planning, Inc.   February 2002 - July 2004
Steinberg Investment Group, Ltd.   January 1993 - February 2002
Honigman Miller Schwartz and Cohn LLP  May 1990 - February 1993
Deloitte & Touche  1984 - 1986

Education
University of Michigan Law School   1988 — 1990
JD, Law

Wayne State University Law School   1987 — 1988
Law

Michigan State University   1980 — 1984
BBA, Accounting

Sally Wilkins Sally Wilkins Greater Boston Area Details
Sally Wilkins's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 1987 - Present
Job CFP(r) and General Securities Principal at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   September 1987 - Present

Skills
Retirement Planning, Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Financial Advisory, Strategic Financial..., Mutual Funds, Investment Management, Retirement

Education
Babson College   1977 — 1980
MBA, Accounting and Finance

Wellesley College   1955 — 1959
BA, Economics

Jim Dishman, CFP®, ChFC® Jim Dishman, CFP®, ChFC® Greater Salt Lake City Area Details
Jim Dishman, CFP®, ChFC®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2005 - Present
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2005 - Present
Merrill Lynch  December 1999 - May 2005
The MONY Group  January 1992 - December 1999

Education
Brigham Young University   1985 — 1991
B.S., Business Management

James Baker, CFP®, CAP®, ChFC®, ADPA® James Baker, CFP®, CAP®, ChFC®, ADPA® Allentown, Pennsylvania Area Details
James Baker, CFP®, CAP®, ChFC®, ADPA®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 1990 - Present
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 1990 - Present
MML Investors Services, Inc.   December 1984 - January 1990

Education
Lehigh University   1979 — 1983
BA, Economics

Jackie Kimmel, CFP® Jackie Kimmel, CFP® Harrisburg, Pennsylvania Area Details
Jackie Kimmel, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 1997 - Present
Job Frampton Kimmel Group, an independent firm
Industry Financial Services
Experience
Frampton Kimmel Group   June 2002 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 1997 - Present
Raymond James Financial Services  July 1997 - Present
Members Investment Services   July 1997 - June 2002

Education
College for Financial Planning   1999 — 2003

Brett Sanner Brett Sanner Greater Los Angeles Area Details
Brett Sanner's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2001 - Present
Job Sanner Financial Services, Owner. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2001 - Present
Edward Jones  January 1994 - January 2001

Skills
Asset Managment, Financial Planning, Retirement Planning, Mutual Funds, FINRA, Financial Advisory, Finance, Retirement, Series 7, Wealth Management, Securities, Investments, Strategic Financial..., Strategic Planning

Education
University of Oklahoma - Price College of Business   1984 — 1988
BA, Business

California Registered Advisor - Investment Advisor Representative

General Securities Principal

General Securities Representative

Municipal Securities Limited Principal

National Futures Association

National Futures Association Approved Person

Christopher Waddell, CFP (r) Christopher Waddell, CFP (r) Washington D.C. Metro Area Details
Christopher Waddell, CFP (r)'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2007 - Present
Job CERTIFIED FINANCIAL PLANNER (TM) focused on Eldercare & Special Needs
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2007 - Present
Arlington Special Education PTA   July 2012 - June 2014
Autism Society of America  January 2005 - June 2009
Waddell & Reed  May 1988 - July 2007

Skills
Estate Planning, Public Speaking, Special Needs Planning

Education
College for Financial Planning   1989 — 1992
CERTIFIED FINANCIAL PLANNER (TM)

Georgetown University   1983 — 1987
BA, Psychology and English

Saint Anselm's Abbey School

Doug Gross Doug Gross Greater Detroit Area Details
Doug Gross's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 1996 - Present
Job Financial Advisor, CFP
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   March 1996 - Present
Wachovia, A Wells Fargo Company  October 1993 - March 1996
Malloy Incorporated  September 1989 - October 1993
Eastman Kodak  September 1981 - August 1989
Ernst & Young  June 1977 - July 1981

Skills
Estate Planning, Asset Management, Financial Analysis, Retirement, Investment Management, Financial Modeling, Risk Management, Insurance, High Net Worth..., 401k, Strategic Planning, Small Business

Education
University of Michigan - Stephen M. Ross School of Business   1986 — 1990
MBA, Finance, Marketing

Alma College   1973 — 1977
BBA, Major in Business, Accounting

Crockett Bohannon, CDFA Crockett Bohannon, CDFA Orlando, Florida Area Details
Crockett Bohannon, CDFA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2011 - Present
Job Branch Manager / Financial Advisor / Certified Divorce Financial Analyst / Registered Investment Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2011 - Present
Orange County Library System  May 2014 - Present
Orange County Government  March 2014 - Present
Community Based Care of Central Florida  November 2013 - Present
Orange County Library System  May 2013 - Present

Skills
Certified Divorce..., Retirement, Wealth Management, Strategic Financial..., 401k Rollovers, Wealth Accumulation, Public Speaking, Portfolio Management, Financial Planners, Financial Planning, Retirement Income..., Wealth Preservation, Education, Insurance Planning, Wealth Transfer Planning, Seminar Speaker

Education
University of Central Florida - College of Business Administration   1987 — 1991
BSBA, Finance

Eric Hilliard, CFP™ Eric Hilliard, CFP™ Raleigh-Durham, North Carolina Area Details
Eric Hilliard, CFP™'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 1995 - Present
Job Raymond James Financial Services, Inc., Member FINRA/SIPC, Financial Advisor, Insurance Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   October 1995 - Present
United Carolina Bank  January 1994 - January 1995

Skills
Estate Planning, Insurance, 401k Rollovers, Investment Advisory, Financial Planning, Retirement Planning, College Education..., Long Term Care Insurance, Investments, Mutual Funds, Bonds, ETFs, Variable Annuities, Charitable Gift Planning, Risk Management, Small Business, Strategic Financial..., Portfolio Management, Wealth, Finance, Loans, Mortgage Lending, Financial Services, Wealth Management, Series 63, Financial Advisory, Securities, Series 7, Asset Allocation, Financial Analysis, 401k

Education
East Carolina University - College of Business   1988 — 1992
BSBA, Finance, Banking and Real Estate

Jesse O. Sanderson High School   1984 — 1988
Diploma

Jennifer Malmstrom Jennifer Malmstrom Colorado Springs, Colorado Details
Jennifer Malmstrom's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2005 - Present
Job Registered Client Service Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 2005 - Present

Skills
Investments, Securities, Retirement Planning, Portfolio Assessment, Portfolio Performance..., Estate Planning, Account Management, Accounting, Series 7, Alternative Investments, CRM, Financial Services, Strategic Financial...

Education
Colorado State University   2010 — 2014
Master of Business Administration (MBA)

University of Colorado at Colorado Springs   2000 — 2005
Bachelor of Science (B.S.), Accounting

James Capen James Capen Greater New York City Area Details
James Capen's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2009 - Present
SmithBarney  August 1998 - May 2009

Skills
Strategic Financial..., Investments, Portfolio Management, Retirement Planning, Series 7, Wealth Management, 401k Rollovers, Investment Advisory, Asset Allocation, Mutual Funds, IRAs, Series 63, Municipal Bonds, Financial Services, Investment Strategies, Risk Management, Financial Planning

Education
Montclair State University   1992 — 1995
Bachelor of Arts (B.A.), Political Science and Government

Montclair State University
Bachelor's degree, Political Science and Government

Steven R. Foster Steven R. Foster Anacortes, Washington Details
Steven R. Foster's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2001 - Present
Job Branch Manager/Financial Planner at Raymond James Financial Services, Inc. Member FINRA/SIPC 619Commercial Ave. #19
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 2001 - Present

Education
University of Alaska Fairbanks   1968 — 1972
BBA, Business & Economics

Janet Marquardt Janet Marquardt Baltimore, Maryland Area Details
Janet Marquardt's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2008 - Present
Job Registered Associate
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2008 - Present

Skills
Investments, Series 7, Asset Management, Retirement Planning, Uniform Combined State..., Series 63, FINRA, Wealth Management, Asset Allocation, Investment Advisory, Series 65, Series 66

Education
Cairn University   1985 — 1989
Bachelor’s Degree, Education

Brian Branch Brian Branch Greater Detroit Area Details
Brian Branch's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2011 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2011 - Present
Wells Fargo Advisors, LLC  January 2006 - May 2011
J.A. Knickerbocker   1993 - 2005
The Chase Manhattan Bank  1986 - 1993

Skills
Investments, Securities, Alternative Investments, Wealth Accumulation, Retirement, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Portfolio Management, Retirement Planning, 401k Rollovers, Financial Planning, IRA's, 401k, Annuities, Asset Management, Insurance, Savings, Financial Analysis, Retirement Income..., Problem Solving

Education
Oakland University   1990 — 1992
Financial Planning

Michigan State University   1982 — 1986
BA, Finance

Dan Savas Dan Savas Greater Chicago Area Details
Dan Savas's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2004 - Present
Job Certified Financial Planner, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 2004 - Present
FP Financial Services   April 1999 - September 2004

Skills
Retirement, Strategic Financial..., Financial Advisory, Finance, Retirement Planning, Mutual Funds, Investment Management, Securities, Investments, Financial Planning, Estate Planning, Portfolio Management, Fixed Annuities, Asset Management, High Net Worth..., Asset Allocation, Wealth Management..., Alternative Investments, Long-term Care, Life Insurance, Wealth Management, Estate Settlement, Investment Advisory, Retirement Income...

Education
College for Financial Planning   1997 — 1999
CFP, Financial Planning

Purdue University   1988 — 1992
B.S., Management

Stephen A. Zamborelli, CIMA®, CPWA® Stephen A. Zamborelli, CIMA®, CPWA® Colorado Springs, Colorado Area Details
Stephen A. Zamborelli, CIMA®, CPWA®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2000 - Present
Job Registered Principal
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 2000 - Present

Skills
Portfolio Management, Investment Advisory, Investment Management, Risk Management, Wealth Management, Investment Strategies, Series 7, Estate Planning, Securities, Wealth, Financial Planners

Education
The University of Chicago Booth School of Business   2009 — 2009
CPWA(R), IMCA(SM) - Certified Private Wealth Advisor (SM) Designee

University of Pennsylvania - The Wharton School   2008 — 2008
CIMA(R), IMCA(SM) - Certified Investment Management Analyst(SM) Designee

University of Nevada Las Vegas Lee Business School   1988 — 1992
B.S., Hotel Admin.

Chris Frampton, CFP® Chris Frampton, CFP® Harrisburg, Pennsylvania Area Details
Chris Frampton, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC 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

David Petersen, CFP®, MBA David Petersen, CFP®, MBA Greater Salt Lake City Area Details
David Petersen, CFP®, MBA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2005 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2005 - Present
Merrill Lynch  December 1999 - May 2005
The MONY Group  January 1998 - November 1999
Fidelity  August 1996 - January 1998

Skills
Retirement Planning, Investments, Wealth Management, Finance, Customer Service, Strategic Planning, Mutual Funds, Series 7, Trading, Financial Analysis

Education
Westminster College   1997 — 2002
Masters of Business Administration

University of Utah   1994 — 1996
Bachelor of Science, Finance

Brigham Young University   1987 — 1993
Bachelor of Arts, Humanities

Dana Randall Dana Randall Scottsdale, Arizona Details
Dana Randall's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2003 - Present
Job Operations Manager, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 2003 - Present

Skills
Customer Service, Strategic Planning, Sales, Management, Leadership, Finance, Process Improvement, CRM, Marketing, Time Management, Training, Social Media, Advertising, Public Speaking

Education
Clark County Community College- Las Vegas, NV   1982 — 1983
Associate's Degree

University of Nevada-Las Vegas   1978 — 1980

Brad Hudson, CFP® CIMA® Brad Hudson, CFP® CIMA® Wilmington, North Carolina Area Details
Brad Hudson, CFP® CIMA®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2006 - Present
Job Branch Manager at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   February 2006 - Present
Morgan Stanley  February 2001 - February 2006
Cardinal Health  June 1998 - February 2001

Skills
Mutual Funds, Strategic Financial..., Investments, Financial Advisory, Wealth, ETFs, Retirement Planning, Securities, Portfolio Management, Asset Management, Estate Planning, Uniform Combined State..., Loans, Wealth Management..., Series 7, Finance, Investment Management, Financial Services, Series 63, Wealth Management, Investment Advisory, Series 65, Retirement, Series 24, 401k, IRAs, Asset Allocation, FINRA, Series 6, Fixed Annuities

Education
University of Pennsylvania - The Wharton School   2009 — 2010
CIMA®, Advanced Investment Analysis

Securities Related   2008 — 2008
Registered Principal, Financial Supervision

Institute of Investment Management at Raymond James   2006 — 2006
Investment Management Consultant, Investment Analysis and Selection

The American College   2005 — 2005
Estate Planning Consultant, Estate Planning

CFP Board   2004 — 2005
CFP®, Retirement Planning, Investments, Insurance, Income Taxation, Estate Planning

East Carolina University - College of Business   1995 — 1999
BSBA, Financial Services; Corporate Finance

Shawn Ecklund Shawn Ecklund Greater Los Angeles Area Details
Shawn Ecklund's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2008 - Present
Job Raymond James Financial Services, Inc. Member FINRA/SIPC 1125 E 16th St Upland, CA 91784 9099818996
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2008 - Present
Glencrest Investment Advisors   November 2001 - May 2008
Smith Barney  November 1998 - November 2001

Skills
Retirement Planning, Investments, Financial Goals, Wealth Management, Retirement, Asset Allocation, Strategic Financial..., Fiduciary Services, Fixed Annuities, Risk Management, Securities, Asset Management, Alternative Investments, Series 24, Strategy, Equities, Investment Management, Mutual Funds, Credit, Financial Planners, Investment Advisory, Finance, Series 63, Uniform Combined State..., 401k, Financial Services, Management, Financial Analysis, Wealth, ETFs, Portfolio Management, Investment Strategies, Financial Advisory, Defined Benefit, IRAs, Estate Planning, Retirement Plan..., Wealth Management..., Pensions, Employee Benefits, Series 7, Long-term Care, Series 6, Insurance, Life Insurance, Series 65, Wealth Accumulation, High Net Worth..., Financial Risk, 401k Rollovers

Education
California State University-San Bernardino - College of Business and Public Administration   1992 — 1994
BS, Business Administration

Gregory Debord, CRPC® Gregory Debord, CRPC® Chico, California Area Details
Gregory Debord, CRPC®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2012 - Present
Job Registered Principal
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 2012 - Present
Merrill Lynch  June 2007 - September 2012
AG Edwards and Sons  March 1992 - June 2007

Skills
Wealth, Finance, Series 7, Investments, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Securities

Education
California State University-Chico   1989 — 1992
Bachelor's degree, Financial Planning and Services

Placer High School

Joseph Carpenito Joseph Carpenito Boca Raton, Florida Details
Joseph Carpenito's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2013 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2013 - July 2013

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

Education
University of Central Florida   2009 — 2013
Bachelor's degree, Financial Sciences

Rhonda Hunt Rhonda Hunt Sacramento, California Area Details
Rhonda Hunt's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2007 - Present
Job Registered Sales Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 2007 - Present
First Northern Bank  September 2007 - Present
Invest Financial Corporation  November 2002 - September 2007
Placer Sierra Bank  2002 - 2007
Wells Fargo Bank  May 1998 - September 2001
Sacramento Savings   1989 - 1995
Thomas Underly Design & Management   1980 - 1983

Skills
Investments, Securities, Finance, Financial Services, Financial Advisory, Sales, Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management

Education
Kaplan University   2012 — 2013
Wealth Management

Heald College   1995 — 1997
AA, Business Management

CA Life/Variable Insurance License

Kaplan University
Wealth Management Specialist, Investments and Securities

La Sierra Highschool

Series 7
Financial

Robert Fox CFP,CLU,ChFC Robert Fox CFP,CLU,ChFC Tampa/St. Petersburg, Florida Area Details
Robert Fox CFP,CLU,ChFC's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2002 - Present
Job Financial Advisor at Raymond James Financial Svces.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   2002 - Present
American Business  January 1994 - July 2000

Skills
Wealth Management, Customer Service, Retirement Planning, Series 7, Social Media, Leadership, Strategic Financial..., Investments, Investments and...

Education
Stony Brook University   1977 — 1981
Bachelor’s Degree

CFP Board of Standards
CFP

The American College
ChFC, CLU, RHU, REBC, LUTCF, Insurance, Investments, Taxes

Glen Archer Glen Archer Cornelius, North Carolina Details
Glen Archer's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2009 - Present
Job CFP at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   April 2009 - Present
Smith Barney  April 2002 - April 2009
Morgan Stanley  February 1998 - April 2002

Education
University of South Carolina-Columbia   1989 — 1993
BA, Psychology

Carl Benanty,CFP® Carl Benanty,CFP® Santa Fe, New Mexico Area Details
Carl Benanty,CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   April 2006 - Present
First National Bank of Santa Fe  September 2001 - April 2006
New Mexico Educators Federal Credit Union  September 1999 - September 2001
Del Norte Credit Union  September 1994 - September 1999
Fleet Bank  May 1968 - August 1994

Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Credit, Portfolio Management, Mutual Funds, Banking, Series 7, Mortgage Lending, Loans, Leadership, Financial Analysis, Investment Advisory, Securities, Estate Planning, Insurance, Refinance, Loan Origination, Financial Planners, Asset Management, Fundraising

Education
College for Financial Planning   1992 — 1995
CFP®, Certified Financial Planner

University of Colorado Boulder   1982 — 1984
Graduate Degree, Banking

Western Connecticut State University   1963 — 1984
Bachelor's Degree, Finance

Susan Hall Susan Hall Greater Chicago Area Details
Susan Hall's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 1999 - Present
Job Certified Financial Planner at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   February 1999 - Present
Equitable/AXA   January 1985 - February 1999
Chicago Public Schools  September 1971 - March 1976

Skills
Series 7, IRA's, Retirement Planning, Personal Finance, 401k, Investment Advisory, Retirement, Annuities, Securities, Wealth Management, Mutual Funds, Long Term Care, Financial Planning, Investments, Portfolio Management, Estate Planning, Financial Advisory, Asset Allocation, Long-term Care, IRAs, Strategic Financial..., Asset Management, Finance, Financial Services, Investment Strategies

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1979 — 1984
MBA, Business

Northwestern University   1971 — 1972
MAT, Education

Northwestern University   1967 — 1971
BA, Foreign Language

Eric Wade Stafford, CFP® Eric Wade Stafford, CFP® Raleigh, North Carolina Details
Eric Wade Stafford, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2012 - Present
Job Associate Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 2012 - Present
Ameriprise Financial  April 2006 - October 2012

Skills
Securities, Finance, Investment Strategies, Financial Planners, Financial Services, Retirement Planning, Education Funding, IRAs, Asset Management, Wealth Management, Investment Advisory, Small Business, Financial Goals, Protection...

Education
College for Financial Planning
CFP® Certification Professional Education Program

North Carolina State University
Business Management, Concentration in Finance

Jeffrey Stein, CFP®, CRPS® Jeffrey Stein, CFP®, CRPS® Hartford, Connecticut Area Details
Jeffrey Stein, CFP®, CRPS®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 1999 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 1999 - Present
Peter M. Bakker Agency, Inc.   January 1990 - December 2014
John Hancock Life Insurance Company (U.S.A.)   July 1985 - December 1989

Education
Bentley University   1981 — 1985
BS, Finance

Steve Shadeed, MBA, CFP® Steve Shadeed, MBA, CFP® Columbus, Ohio Area Details
Steve Shadeed, MBA, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   2010 - Present
Morgan Stanley  2006 - 2010
Advest, Inc.   2003 - 2005
Prudential Financial  2002 - 2003

Skills
Finance, Strategic Financial..., Portfolio Management, Investments, Management, Analysis, Cross-functional Team..., Retirement Planning, CRM, Training, Sales, Asset Allocation, Financial Planning

Education
The Ohio State University - The Max M. Fisher College of Business   2010 — 2012
Master of Business Administration, Strategy and Leadership

The Ohio State University
CERTIFIED FINANCIAL PLANNER™ Certification Education Program

The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Marketing

Bucyrus High School   1993 — 1997

Paul G. Coldagelli Paul G. Coldagelli Greater Milwaukee Area Details
Paul G. Coldagelli's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2014 - Present
Job Principal, Wellspring Personal Financial Services, LLC & Financial Advisor, RJFS
Industry Financial Services
Experience
Wellspring Personal Financial Services, LLC   April 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   2014 - Present
Landaas & Company  1993 - 2014
Barnett Bank of Florida  1982 - 1993

Skills
Asset Allocation, Asset Management, Retirement Planning, 401k, Estate Planning, Financial Planning, Insurance & annuities

Education
University of Pennsylvania
Master's Degree, Economics

University of Wisconsin-Milwaukee
Bachelor's Degree, Economics

Katrina Freedman Katrina Freedman Carlsbad, California Details
Katrina Freedman's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2014 - Present
Job Client Service Representative at Raymond James Financial Inc.
Industry Apparel & Fashion
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 2014 - Present
The TJX Companies, Inc.   October 2013 - July 2014
Raymond James Financial Services, Inc. Member FINRA/SIPC   2012 - 2013
Lacy Couture Apparel   August 2010 - March 2012
BCBGMAXAZRIAGROUP  January 2010 - May 2010
Tommy Hilfiger  August 2009 - December 2009
Lacoste  June 2009 - August 2009
Nordstrom  June 2008 - September 2008

Skills
Management, Fashion Buying, Fashion Shows, Retail Sales, Finance, Small Business, Business Development, Visual Merchandising, Merchandising, Social Media Marketing, Retail, Apparel, Styling, Fashion, Marketing, Sales, Public Relations, Email Marketing, Trend Analysis, Trend Forecasting, Trend, Merchandise Planning, Store Management, Window Displays, Budgets, Retail Buying, Trade Shows, Inventory Management, Payroll, Store Operations, Social Networking, Shoes, Jewelry, Vendor Relationships, Photo Shoots

Education
Philadelphia University   2006 — 2010
Bachelor of Science (BS), Fashion Merchandising

Nuova Accademia di Belle Arti Milano   2008 — 2008
Study Abroad Program

Paul M. Bennett, CFP®, CRPC® Paul M. Bennett, CFP®, CRPC® Greater Minneapolis-St. Paul Area Details
Paul M. Bennett, CFP®, CRPC®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2001 - Present
Job Investment Advisor Representative, Raymond James Financial Services, Inc.
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2001 - Present

Skills
Certified Financial..., Asset Mangement, Financial Planning, Retirement Planning, Retirement, Financial Advisory, Investment Management, Estate Planning, Strategic Financial...

Education
Minnesota State University, Mankato   1996 — 1998
BS

Anoka Ramsey Community College   1994 — 1996
AA

Bradford Edenfield Bradford Edenfield Greater Atlanta Area Details
Bradford Edenfield's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2006 - Present
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

Donald Morris Donald Morris Columbus, Ohio Area Details
Donald Morris's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2009 - Present
Job Morris Financial Group at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   March 2009 - Present
FINRA  June 2000 - Present
Smith Barney  1994 - 2009

Skills
Retirement Planning, Series 7, Estate Planning, Asset Allocation, Mutual Funds, Investments, Asset Managment, 401k, IRAs, 401k Rollovers, Financial Services, Portfolio Management, Equities, Long-term Care, Life Insurance, Bonds, Variable Annuities, Investment Management, ETFs, Wealth Management..., Wealth, Succession Planning, Investment Strategies, Fixed Annuities, Securities, Investment Advisory, Insurance, Strategic Financial..., Financial Advisory, Wealth Management, Retirement, Asset Management, Series 63

Education
Franklin University   1978 — 1981
Bachelor of Science

The Ohio State University

Denny Stoddard Denny Stoddard Cedar Rapids, Iowa Area Details
Denny Stoddard's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 1997 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 1997 - Present

Skills
Investments, Customer Service, Marketing, Negotiation, Strategic Planning, Team Building, Finance, Retirement, Financial Analysis

Education
University of Iowa   1987 — 1990
Finance, Finance

The University of Iowa   1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance

Jason Chong Jason Chong Greater Seattle Area Details
Jason Chong's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2011 - Present
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 2011 - Present
5metoo   March 2011 - August 2011
Autus Inc.   March 2010 - March 2011
Credit Suisse  August 2010 - August 2010
Chungdahm Institute  September 2009 - August 2010
JoongAng Ilbo Culture Media Co., Ltd.   May 2008 - July 2008

Education
Hamilton College   2005 — 2009
BA, Economics

Mercer Island High School

Bethany Atchley Bethany Atchley Fayetteville, Arkansas Details
Bethany Atchley's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2012 - Present
Job Associate Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  March 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2012 - Present
Edward Jones  July 2011 - November 2011
Eureka Springs, Arkansas   January 1993 - December 2001

Skills
Financial Analysis, Finance, Securities, Portfolio Management, Microsoft Excel, Customer Service, Retirement Planning, Insurance, Strategic Planning, Microsoft Office, Financial Advisory

Education
Pittsburg State University   1988 — 1992
Bachelor's degree, Finance, General

Missouri Southern State University   1989 — 1990

Arrah Wonah Nester Arrah Wonah Nester Sun City, Arizona Details
Arrah Wonah Nester's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2011 - Present
Job Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2011 - Present
Southwest Stair Company   January 2007 - January 2011
Southwest Stair, Inc / SME Steel   2007 - January 2011
ADUB Motorsports   January 2005 - January 2006
AW Designs LLC.   January 2004 - January 2006
Swift Motorcycle Company   January 2000 - January 2004
Swift Transportation  1996 - 2000

Skills
Series 63, Retirement Planning, Series 7, Mutual Funds, Insurance, Fixed Annuities, Investment Advisory, Strategic Financial..., Negotiation, Asset Management, Financial Advisory, Wealth Management, Securities, Disability Insurance, Long-term Care, Alternative Investments, Investments, Capital Markets, Financial Services, Hedge Funds, Retirement, IRAs, New Business Development, Business Strategy, Equities, Finance, Financial Planners, Financial Analysis, Term Life Insurance, Portfolio Management, Asset Allocation, Small Business, 401k, Bonds, Series 65, Sales, Wealth, Credit, Life Insurance, Due Diligence, Pensions, Investment Strategies, Time Management, Uniform Combined State..., Investment Management, Corporate Finance, Asset Managment, Fixed Income, Employee Benefits, Financial Modeling

Education
University of Phoenix   2006 — 2008
BSM, Business

Gary L. Zaugg, CFP®, ChFC, CASL, CDFA Gary L. Zaugg, CFP®, ChFC, CASL, CDFA Virginia Beach, Virginia Details
Gary L. Zaugg, CFP®, ChFC, CASL, CDFA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 1996 - Present
Job Owner, The Zaugg Financial Group, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 1996 - Present
The Zaugg Financial Group, Inc., an Independent Firm   December 1995 - Present
IDS American Express  December 1986 - December 1996

Skills
Estate Planning, Retirement Planning, Holistic Financial..., Wealth Management, Tax Planning, 401k, Mutual Funds, Investment Strategies, IRAs, Wealth Management..., Strategic Financial..., Financial Planners, Retirement, Investment Advisory, FINRA, Asset Allocation, Uniform Combined State..., Series 7, Investments, Securities, High Net Worth..., Wealth, Tax, Financial Advisory, Fixed Annuities, 401k Rollovers, Alternative Investments, Variable Annuities, Wealth Accumulation, Series 24, Long-term Care, Bonds, Long Term Care Insurance, Stocks, Investment Management, Insurance, Life Insurance, Disability Insurance, Personal Finance, Term Life Insurance, Finance, Estate Tax Planning, Pensions, Portfolio Management, Series 6, Options, Series 65, Equities, Financial Services, Asset Management

Education
Old Dominion University

University of Connecticut

Brad Welch Brad Welch Tampa/St. Petersburg, Florida Area Details
Brad Welch's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 1995 - Present
Job President, Welch Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 1995 - Present
Welch Financial, Inc.   October 1995 - Present
Raymond James & Associates  October 1991 - September 1995

Skills
Investments, Wealth Management, Financial Advisory, Series 7, Series 63, Retirement Planning, Asset Allocation, Alternative Investments, Investment Strategies, Portfolio Management, Financial Planning, Private Equity, Investment Banking, IRAs, Equities, Finance, Insurance, Mergers & Acquisitions, Strategic Financial...

Education
Duke University   1979 — 1982
BA, Economics

Choate Rosemary Hall   1977 — 1979

Darrell W. Wright, CFP® Darrell W. Wright, CFP® Canton, Ohio Area Details
Darrell W. Wright, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2007 - Present
Job Wealth Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2007 - Present
Robert W. Baird & Co. and Northwestern Mutual Investment Services   1986 - 2007

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

Education
Raymond Institute of Investment Management Consulting
Investment Management Consultant

Miami University   1976 — 1980
B.S. Business, Finance

Ted Faas Ted Faas Redondo Beach, California Details
Ted Faas's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 1993 - Present
Job Branch Manager/Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 1993 - Present
Stifel Nicolaus  April 1987 - January 1993

Skills
Mutual Funds, Retirement Planning, Social Networking, Event Management, Executive Management, Budgets, Forecasting, Series 63, Marketing Strategy, Wealth Management, Strategic Partnerships, Facebook

Education
University of Illinois at Urbana-Champaign   1972 — 1976
Bachelor of Science, Communications

Lon Bohling Lon Bohling Greater Omaha Area Details
Lon Bohling's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 2000 - Present
Job Registered Investment Advisor Agent
Industry Financial Services
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC   December 2000 - Present
Investment Managers, Inc.   1985 - 2000

Skills
Strategic Financial..., 401k, Retirement, IRAs, Financial Planners, Roth IRA, 529 Plans, Investment Advisory, Wealth Accumulation, Mutual Funds, Wealth, 401k Rollovers, IRA's, Financial Planning, IRA Rollovers, Wealth Management, Term Life Insurance, Investment Strategies, Retirement Planning, Insurance Planning, Annuities, SEP, Wealth Transfer, Long Term Care, College Savings Plans, Annuity, Wealth Preservation

Education
Midland University   1970 — 1973
BS, Business Administration - Accounting

Brian Carr, CFP® Brian Carr, CFP® Largo, Florida Details
Brian Carr, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2004 - Present
Job Investment Advisor Representative, Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2004 - Present
Hewitt Associates  1999 - 2004

Skills
Business Analysis, Finance, Investments, Project Management, Process Improvement, Securities, 401k, Vendor Management, Retirement Planning, Risk Management, Financial Analysis, Financial Advisory, Strategic Planning, Series 7

Education
University of Central Florida - College of Business Administration   1996 — 1999

Gwen Saunders Gwen Saunders Greater Philadelphia Area Details
Gwen Saunders's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2011 - November 2012
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  November 2014 - Present
Paragon Solutions  December 2012 - October 2014
Raymond James Financial Services, Inc., Member FINRA/SIPC   July 2011 - November 2012
Penn State University  September 2010 - May 2011

Skills
FINRA series 7, 66..., Marketing, Social Media, Microsoft Office, Data Analysis, Event Planning, Securities, Social Media Marketing, Microsoft Excel, Finance, Public Relations, PowerPoint, Time Management, Market Research

Education
Penn State University   2006 — 2010
Marketing, Psychology

Souderton

Ronald Steinberg, JD, CFP Ronald Steinberg, JD, CFP Pittsford, New York Details
Ronald Steinberg, JD, CFP's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2003 - Present
Job Financial Advisor at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   March 2003 - Present

Skills
Securities

Education
Boston College Law School   1970 — 1973
JD

Syracuse University - Martin J. Whitman School of Management   1965 — 1969
BS, Business Administration

James Wallisch James Wallisch Greater Pittsburgh Area Details
James Wallisch's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 1991 - Present
Job Certified Financial Planner™ at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   1991 - Present
The Hay Group  1989 - 1990
Prudential-Bache Securities  1984 - 1989
Scudder, Stevens, & Clark   1982 - 1984

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

Education
UCLA Anderson School of Management   1980 — 1982
MBA, Finance and Accounting

Princeton University   1975 — 1979
B.S.E., Engineering

Robert Smith MBA CFP® Robert Smith MBA CFP® Greater Boston Area Details
Robert Smith MBA CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2006 - Present
Job Wealth Management for Executives & Directors
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   2006 - Present
A.G. Edwards   2003 - 2006
Morgan Stanley  2001 - 2003
UBS  1999 - 2001
MC 100, Inc.   1992 - 1999

Skills
Wealth Management for..., Financial Services, Executive Management, Succession Planning, Estate Planning, Wealth, Asset Management, Estate Tax Planning, Retirement Planning, Wealth Management

Education
Loyola College in Maryland   1983 — 1985
Master of Business Administration (M.B.A.), Executive MBA

San Diego State University-California State University   1974 — 1977
Bachelor's Degree, Business Administration (Management)

Kathy Duckworth Kathy Duckworth Raleigh-Durham, North Carolina Area Details
Kathy Duckworth's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2011 - Present
Job Registered Sales Assistant Securities offered through Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC   May 2011 - Present
Wells Fargo Advisors  May 2008 - May 2011
A G Edwards & Sons  June 2003 - May 2008

Skills
Series 7, Series 66, Finance, Sales, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Series 65, Securities, Wealth Management, Retirement, Investment Advisory, 401k, Fixed Annuities, Series 6, Financial Advisory

Education
James Madison University   1981 — 1983
Bachelor's degree, Fashion Merchandising

Jason Sgrignoli, MBA, CFP® Jason Sgrignoli, MBA, CFP® Greater Los Angeles Area Details
Jason Sgrignoli, MBA, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2010 - Present
Job Branch Manager Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   April 2010 - Present
Upland Police Foundation   2007 - Present
Morgan Stanley Smith Barney  July 2005 - April 2010
American Funds  July 2001 - July 2004
University of Phoenix  June 1997 - August 2000

Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Estate Planning, Portfolio Management, Investment Strategies, Retirement, Banking, Insurance, Wealth, Series 63

Education
Certified Financial Planner Board of Standards, Inc   2009 — 2009
CFP® Designatgion, Financial Planning

University of California, Irvine   2009 — 2009
Certified Financial Planner Board of Standards Coursework

Kaplan University CFP Course   2006 — 2008
CFP Prep, Financial Planning

University of La Verne   2003 — 2006
MBA, Marketing, Management, Leadership

University of Phoenix   1999 — 2002
BSBM, Management

University of Nevada-Las Vegas - College of Business   1994 — 1996

Upland High School   1990 — 1994
HS Diploma, College Prep/ General Studies-

Barry Haas, CFA Barry Haas, CFA 6800 JERICHO TURNPIKE - SUITE 120W / SYOSSET, NY 11791 Details
Barry Haas, CFA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2002 — Present
Job Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   February 2002 — Present
Hofstra University  September 2008 — Present
Swiss American Securities Inc.  June 1994 — January 2002
Standard & Poor's   April 1992 — June 1994
Bank of America  June 1989 — April 1992

Skills
Asset Managment, Equities, Finance, Portfolio Management, Investments, Series 7, Securities, Options, Trading, Estate Planning, Investment Strategies, Analysis, Insurance, Trusts

Education
University of Rochester   1985 — 1989
BA, Economics

CHUCK SINCLAIR, CFP CHUCK SINCLAIR, CFP St. Joseph, Missouri Area Details
CHUCK SINCLAIR, CFP's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2005 - Present
Job FINANCIAL ADVISOR at RAYMOND JAMES FINANCIAL SERVICES
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2005 - Present
Raymond James Financial Services  2005 - Present
RBC Dain Rauscher  1989 - 2005

Education
MISSOURI WESTERN STATE UNIVERSITY   1967 — 1972

Bob Galvanoni Bob Galvanoni Greater Chicago Area Details
Bob Galvanoni's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2001 - October 2012
Job President at Stop for Insurance, LLC
Industry Financial Services
Experience
Stop for Insurance, LLC   October 2012 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2001 - October 2012
Ameritech  May 1998 - March 2000
Ameritech Services (now AT&T)   1998 - 2000
Ameritech Information Industry Services  1969 - 1999
AT&T  1976 - 1979

Skills
Strategic Financial..., Protection..., Wealth Accumulation, Life Insurance, Health Insurance, Disability Insurance, Long-term Care Insurance, Risk Management

Education
Loyola University of Chicago   1973 — 1976
Master of Business Administration (MBA), Operations Research

University of Illinois at Urbana-Champaign   1964 — 1969
Bachelor's degree, Industrial Engineering

Anthony Nieddu Anthony Nieddu Lodi, California Details
Anthony Nieddu's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1996 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 1996 - Present

Skills
Series 7, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, Series 63, Strategic Financial..., Wealth Management, Investments, Securities, Investment Advisory, Uniform Combined State..., Financial Advisory, IRAs

Education
California State University-Sacramento   1992 — 1996
Bachelor of Science, Finance

California State University-Sacramento   1992 — 1996
Bachelor of Science (B.S.), Business Administration, Finance

Jolie Airington Boke Jolie Airington Boke Oklahoma City, Oklahoma Area Details
Jolie Airington Boke's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2007 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2007 - Present

Education
University of Oklahoma College of Law   2001 — 2004
JD, Law

Trinity University   1997 — 2001
BS, Finance

Bishop McGuinness

Kelly Stepp Kelly Stepp Corvallis, Oregon Area Details
Kelly Stepp's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2005 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   March 2005 - Present
Agilent Technologies  August 1999 - February 2003
Hewlett-Packard  May 1992 - August 1999

Skills
Brand Management, Sales, Financial Analysis, Financial Goals, Managerial Finance, Essbase, Retirement Planning, Forecasting, Financial Reporting, Wealth Management, Merchandising, Strategic Financial..., Investment Management, Mutual Funds, Accounting

Education
University of Idaho   1986 — 1991
Bachelor of Science (BS), Finance

Traci Meakem Richmond, CFP® Traci Meakem Richmond, CFP® Bethesda, Maryland Details
Traci Meakem Richmond, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2012 - Present
Job President at The Meakem Group
Industry Financial Services
Experience
The Meakem Group   September 2012 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC   September 2012 - Present
The Meakem Group of Wells Fargo Advisors, LLC   March 2006 - September 2012
Spriggs & Hollingsworth  February 2004 - December 2005
McKenna Long & Aldridge LLP  September 1998 - February 2004
Court of Appeals of Virginia  September 1997 - August 1998

Education
Boston University School of Law   1995 — 1997
J.D., magna cum laude

The College of William and Mary   1988 — 1992
Bachelor's Degree, Economics and Biology

Holton-Arms School   1978 — 1988
High School

Phyllis Antonelli Phyllis Antonelli Greater Philadelphia Area Details
Phyllis Antonelli's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 1999 - Present
Job Financial Planner, CRPC®
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 1999 - Present

Skills
Retiremet Plan Rollovers, Retirement Income..., Pre-Retirement Income..., Life Insurance, Strategic Financial..., Financial Goals, Retirement Planning, Estate Planning, Investments, Portfolio Management, Rollovers, Financial Advisory, Insurance, Securities, Financial Services, Finance, Retirement, Risk Management

Education
Chestnut Hill College   1981 — 1985
BS, Political Science, Minor in History

College for Financial Planning
Chartered Retirement Planning Counselor

Buck Thornton Buck Thornton Winnie, Texas Details
Buck Thornton's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2001 - Present
Job CFP® at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 2001 - Present

Education
Sam Houston State University   1994 — 1996
B.S., Industrial Management / Business

Dave Malleck, CIMA ® Dave Malleck, CIMA ® Dallas/Fort Worth Area Details
Dave Malleck, CIMA ®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 1997 - Present
Job Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   1997 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   1997 - Present

Education
Wharton School of Business
Certified Investment Management Analyst Designation

Dominic Benetti Dominic Benetti Escanaba, Michigan Details
Dominic Benetti's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2011 - Present
Job Financial Advisor Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   January 2011 - Present
University of Alabama  August 2007 - January 2011
U.S. Naval Academy   June 2006 - August 2007

Education
Central Michigan University   2003 — 2004
Master's Degree, Business Administration and Management, General

University of Minnesota-Twin Cities   1997 — 2001
Bachelor's Degree, Finance

Gayle McKearin Gayle McKearin Phoenix, Arizona Area Details
Gayle McKearin's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 1999 - August 2014
Job Registered Sales Assistant at Raymond James
Industry Financial Services
Experience
Raymond James  April 2015 - Present
Welcome Warehouse   January 2009 - Present
Children's Hunger Alliance  January 2008 - Present
Heartfelt Expressions   June 2009 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC   1999 - August 2014
Foley & Foley Wealth Strategies, An Independent Firm   September 1991 - August 2014
Raymond James  1999 - 2014
Welcome Warehouse   2009 - 2011
Steinhaus Financial   September 1991 - January 1999
The Planning Factory   January 1983 - November 1990

Skills
Customer Service, Marketing, Event Planning, Fundraising, Small Business, Team Building, Public Relations, Event Management, Strategic Planning, Leadership, Training, Management, CRM, Time Management, Teamwork

Education
Goldey-Beacom College   1974 — 1976
AA, Business Law

Brandywine High School   1971 — 1974
General

FINRA
Series 63

NASD
Series 7 Designation

Crystal Lett Crystal Lett Columbus, Ohio Details
Crystal Lett's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2011 - Present
Job Client Services Manager at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. member FINRA/SIPC   May 2011 - Present
North Central Mental Health  June 2009 - June 2011
Weber Associates  June 2008 - June 2009
Columbus Community Relations Commission   September 2005 - June 2008

Skills
Public Speaking, Nonprofits, Event Planning, Microsoft Excel, Customer Service, Leadership Development, Strategic Planning, Fundraising, Sales

Education
The Ohio State University   2004 — 2008
Bachelors of Social and Behavioral Science, Political Science

Peggy L. Hall-Davenport, CFP® Peggy L. Hall-Davenport, CFP® Greater Detroit Area Details
Peggy L. Hall-Davenport, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 1990 - Present
Job Raymond James Financial Services, Inc., member, FINRA/SIPC,
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   October 1990 - Present
Investacorp, Inc.   December 1988 - October 1990

Skills
Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Series 7, Investment Advisory, Estate Planning, Investments, Asset Allocation, Financial Advisory, Fixed Annuities, 401k, Investment Strategies, Portfolio Management, Insurance

Education
Cleary University
BA, magna cum laude, Business

College for Financial Planning   1983 — 1984
CERTIFIED FINANCIAL PLANNER™, Financial Planning

Clarenceville High School   1966 — 1970
H.S. Diploma, College Prep

Joseph N. Trocchio Joseph N. Trocchio Greater Detroit Area Details
Joseph N. Trocchio's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2007 - Present
Job Financial Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   March 2007 - Present
Raymond James & Associates  June 2002 - March 2007
Raymond James & Associates  June 1997 - June 2002
Raymond James & Associates  January 1981 - June 1997

Skills
Finance, Securities, Investment Strategies, Financial Advisory, Series 7, Investments, Investment Advisory, Alternative Investments, Portfolio Management, ETFs, Asset Allocation, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Asset Managment

Education
Michigan Theological Seminary   1997 — 1999

Oakland University School of Business Administration
Bachelor of Science (BS), Economics--Finance Concentration

Janet Tracy Janet Tracy Greater Minneapolis-St. Paul Area Details
Janet Tracy's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2000 - Present
Job Registered Sales Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   February 2000 - Present
Prudential Securities  February 1996 - January 2000
Morgan Stanley Smith Barney  December 1983 - February 1996

Education
Sauk Centre Senior High School

Alexandria Technical College

Dusty Steele Dusty Steele Adrian, Michigan Details
Dusty Steele's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1999 - Present
Job Independent Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   June 1999 - Present
Merrill Lynch  June 1987 - June 1999

Education
Central Michigan University   1983 — 1987
Bachelor, Business Administration

Jessica Polhamus Jessica Polhamus Washington D.C. Metro Area Details
Jessica Polhamus's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2009 - August 2012
Job Senior Analyst, Advertising Regulation at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  August 2012 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   2009 - August 2012
T. Rowe Price  June 2004 - July 2009
SITEL/General Motors   June 1999 - June 2004

Skills
Series 24, Series 7, Series 63, Asset Allocation, Financial Services, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Securities

Education
University of South Florida   1999 — 2003
B.A., English and America Literature

Lori Frise Lori Frise Washington D.C. Metro Area Details
Lori Frise's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 2007 - Present
Job CERTIFIED FINANCIAL PLANNER®
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   December 2007 - Present

Skills
Finance, Financial Advisory, Securities, Mortgage Lending, Investment Advisory, Retirement Planning, Banking, Loans, Strategic Financial..., Portfolio Management, Financial Analysis, Estate Planning, Credit, Financial Modeling, Capital Markets

Education
George Mason University
BS, Finance/Investments

John Pougiales John Pougiales Fort Collins, Colorado Area Details
John Pougiales's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2006 - Present
Job Financial Advisor/ Branch Manager at Raymond James Financial Services,Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   March 2006 - Present
A.G.Edwards   1989 - 2006

Education
University of Colorado at Denver   1981 — 1985
Bachelor of Arts (B.A.), Geology

Jeff Ellson Jeff Ellson Tulsa, Oklahoma Area Details
Jeff Ellson's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2000 - Present
Job Financial Advisor, Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2000 - Present

Education
University of Oklahoma   1978 — 1981
BBA, Accounting

Susan Hartman Susan Hartman Jacksonville Beach, Florida Details
Susan Hartman's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™, CERTIFIED DIVORCE FINANCIAL ANALYST™, & CERTIFIED PRIVATE WEALTH ADVISOR™ at Raymond Ja
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2013 - Present
Raymond James  January 2001 - Present

Skills
Estate Planning, Retirement Planning, Investment Advisory, Retirement, Wealth, Strategic Financial..., Investments, Asset Allocation, Mutual Funds, Securities, Financial Advisory, Trusts, Series 7, Series 66, Series 9/10, Certified Financial..., Certified Private..., Certified Divorce..., Financial Planners

Education
Stetson University College of Law   1998 — 2000
JD, Law

Kelsey Ellson Kelsey Ellson Tulsa, Oklahoma Details
Kelsey Ellson's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2000 - Present
Job Branch Operations Manager Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   January 2000 - Present

Education
Oklahoma State University   1980 — 1984
Bachelor of Business Administration (B.B.A.)

Mark Pogreba Mark Pogreba Greater Omaha Area Details
Mark Pogreba's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 1990 - Present
Job Certified Financial Planner at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   1990 - Present

Education
California State University-Northridge   1985 — 1989
BS, Finance and Real Estate

Evan Kralstein Evan Kralstein Greater New York City Area Details
Evan Kralstein's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 1998 - Present
Job Branch Manager / Registered Principal / Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, INC. member FINRA/SIPC   September 1998 - Present

Skills
Investments, Wealth Management...

Education
Ithaca College   1980 — 1985
BA Economics

Pamela McRedmond, PHR Pamela McRedmond, PHR Charlotte, North Carolina Area Details
Pamela McRedmond, PHR's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2014 - Present
Job Client Service Representative at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2014 - Present
Unilife Corporation  November 2008 - November 2012
The Flynn Group   June 2001 - April 2008
Rite Aid  1995 - 2001

Skills
Onboarding, Hiring, HRIS, Employee Relations, Benefits Administration, Recruiting, HR Policies, FMLA/EEO/WC/UC/OSHA, Employee Orientations, Customer Service, Human Resources, Payroll, Employee Benefits, Interviews, FMLA, New Hire Orientations, Deferred Compensation, Management, Talent Acquisition, Labor Relations, Temporary Staffing, Talent Management, Applicant Tracking...

Education
Penn State University
Bachelor of Business Administration (B.B.A.)

Angele Olsen Angele Olsen Chico, California Area Details
Angele Olsen's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   February 2013 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   July 2012 - Present
Premier Financial Group  January 2002 - May 2011

Skills
Series 24, Series 7, Series 63, Series 65, Investment Advisory, Retirement Planning, Registered Paraplanner, CA Insurance License, Finance

Education
College for Financial Planning   2007 — 2008
Registered Paraplanner

California State University-Chico   1972 — 1974
Business Administration

Rose Spytek Rose Spytek Vero Beach, Florida Details
Rose Spytek's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 1987 - 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

Stuart Goldsberry Stuart Goldsberry Athens, Ohio Details
Stuart Goldsberry's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2005 - Present
Job Financial Consultant / Branch Manager at Raymond James Financial Services, Inc.
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2005 - Present

Skills
Wealth Management, Investments, Retirement Planning, Series 7, Securities, Strategic Financial..., Mutual Funds, Portfolio Management, Investment Advisory, Estate Planning, Financial Advisory, Series 63, Alternative Investments, Strategic Planning, Retirement

Education
College for Financial Planning   2000 — 2004
Certified Financial Planner, Financial Planning and Services

The College of Wooster   1989 — 1993
BA, Urban Studies

Charlie Meade Charlie Meade Greater New York City Area Details
Charlie Meade's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience December 1999 - Present
Job Branch Owner at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   December 1999 - Present

Skills
Series 7, 401k Rollovers, Wealth Management, Retirement, Mutual Funds, Fixed Annuities, Asset Allocation, Strategic Financial..., Estate Planning, Investment Strategies, Financial Advisory, Wealth, Retirement Planning, Investments, Securities

Education
The University of Connecticut   1974 — 1977
Master of Business Administration (MBA)

Clayton Netusil Clayton Netusil Carroll, Iowa Details
Clayton Netusil's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 1993 - Present
Job Business owner office of Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   September 1993 - Present

Skills
Investment Management, Finance, Financial Advisory, Communications, Leadership, Sales & Marketing, Youth activities

Education
St. Thomas University   1986 — 1987
MS, Sports Administration

University of Northern Iowa   1982 — 1986
BA, Public Relations/Communications

Mike McGavran Mike McGavran Joplin, Missouri Details
Mike McGavran's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 1999 - Present
Job McGavran Financial Group Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
McGavran Financial Group Securities offered through Raymond James Financial Services, Inc.   November 1999 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 1999 - Present

Skills
New Business Development, Insurance, Business Strategy, Health Insurance, Customer Service, Strategic Planning, Investments, Strategic Financial..., Life Insurance, Risk Management, Small Business, Retirement Planning, Employee Benefits, Retirement, Financial Planning

Education
Pittsburg State University   1985 — 1990
Bachelor of Science (BS), Marketing Finance

John Jetmundsen John Jetmundsen Tampa, Florida Details
John Jetmundsen's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2010 - Present
Job Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 2010 - Present
A.G. Edwards & Sons, Inc.   March 1997 - December 2009
Merrill Lynch  October 1984 - February 1997

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Investments, Securities

Education
University of Alabama
B.S. Accounting

Jim Billmyer Jim Billmyer Dubuque, Iowa Details
Jim Billmyer's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 1986 - Present
Job Financial Advisor at Raymond James Financial Services Inc. •Retirement Income Planning •Wealth Management
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   January 1986 - Present

Skills
Financial and..., Personal Finance, Risk Management, Investments, Life Insurance, Equities, Notary Public, Series 24, Series 1, Series 5, Series 7, Series 63

Education
Loras College   1968 — 1972
Bachelor of Arts (BA), Sociology

Curt Black Curt Black Scottsdale, Arizona Details
Curt Black's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2008 - Present
Job Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   November 2008 - Present

Education
Oklahoma State University
Bachelor's degree, HRAD minor in Business

Caroline K. Korte Caroline K. Korte Paducah, Kentucky Details
Caroline K. Korte's Raymond James Financial Services, Inc. Member FINRA/SIPC 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

Laura Amendola CFP® Laura Amendola CFP® Punta Gorda, Florida Area Details
Laura Amendola CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 1997 - Present
Job Founder, Wealthcare4Widows™ | CERTIFIED FINANCIAL PLANNER™ | CoActive® Coach | Author
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   October 1997 - Present
Amendola Financial Group, Inc.   January 2004 - Present
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC   October 1997 - December 2004

Skills
Certified Financial..., Wealth Management, Financial Advisor, Investment Strategies, Retirement Planning, Income Tax Planning, Social Security Planning, Medicare, TRICARE, Health Insurance, Asset Protection, Estate Tax Planning, Charitable Gift Planning, Elder Care, Life Transitions, Long Term Care Insurance, Assisted Living, Seniors, Life Insurance, Property & Casualty..., Umbrella Insurance, Strategic Planning, Financial Planning, Economics, Entrepreneurship, Leadership, Personal Finance, Corporate Finance, Strategic Financial...

Education
CTI® Coaches Training Institute®   2014 — 2015
Co-Active Coaching® Model

Florida State University   1992 — 1994
Bachelor of Science (BS), Finance and Financial Management Services

Kristin Harpine Kristin Harpine Colorado Springs, Colorado Details
Kristin Harpine's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2009 - Present
Job Registered Client Service Manager at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   October 2009 - Present
Merrill Lynch  May 2008 - November 2008
Morgan Stanley Wealth Management  June 2005 - April 2008

Education
Lafayette College   1999 — 2003
Bachelor of Arts (BA), Psychology & Art (Double Major)

Kathy Lemke Kathy Lemke San Bernardino, California Details
Kathy Lemke's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2012 - Present
Job Business Development Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. member FINRA/SIPC   August 2012 - Present
Bank of America  March 1973 - July 2010

Skills
Banking, Credit, Loans, Mortgage Lending, Financial Services, Retail Banking, Relationship Management, Wealth Management, Investments, Finance

Education
San Bernardino Valley College   1980 — 1981
Accounting and Business/Management

Needles, California   1960 — 1972
High School Diploma, Business Administration and Management, General

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