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
Kevin Pasarilla Kevin Pasarilla Asheville, North Carolina Details
Kevin Pasarilla's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2011 - August 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  Associate Financial AdvisorNorthwestern MutualAugust 2013 - August 2014
Raymond James Financial Services, Inc., Member FINRA/SIPC   July 2011 - August 2013

Education
Slippery Rock University of Pennsylvania   2004 — 2006
Master of Arts (M.A.), History

Slippery Rock University of Pennsylvania   2000 — 2004
Bachelor of Arts (B.A.), Political Science

New Brighton Area High School

Don Clements, CFP(R), CRPC(R) Don Clements, CFP(R), CRPC(R) Lake Charles, Louisiana Area Details
Don Clements, CFP(R), CRPC(R)'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2012 - Present
Job Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   September 2012 - Present
Merrill Lynch  June 2002 - September 2012
BP  1998 - 2002
El Paso  1994 - 1998
KPMG  1988 - 1990

Skills
Wealth Management, Strategic Financial..., Investments, Series 7, Risk Management, Options, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Securities, Portfolio Management, Investment Management, Accounting, Equities, Financial Planners, Fixed Income, Asset, Asset Managment, Hedge Funds

Education
Louisiana Tech University   1984 — 1988
Bachelor of Science (B.S.), Accounting

Neil Alex Christie, MBA Neil Alex Christie, MBA Chico, California Area Details
Neil Alex Christie, MBA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2009 - Present
Job Branch Manager Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   September 2009 - Present
WaMu  July 2001 - September 2009

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

Education
California State University-Chico   2002 — 2010
B.S., MBA, Financial Services

Timothy Rueter, CFP®, ChFC® Timothy Rueter, CFP®, ChFC® Greater Chicago Area Details
Timothy Rueter, CFP®, ChFC®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2011 - Present
Job Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   July 2011 - Present
Thrivent Financial for Lutherans  November 2001 - July 2011
McLeodUSA  September 1999 - October 2001

Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Estate Planning, Portfolio Management, 401k, Financial Advisory, Investment Strategies, Insurance, Finance, Financial Services, Securities, Asset Allocation, Investment Management, Comprehensive Planning, Financial Planning, Life Insurance, Risk Management, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Excellent Communication, Series 63, Long-term Care

Education
Drake University   1994 — 1998
BAS, Cum Laude, Political Science

American College   2004 — 2009
ChFC, CFP, Chartered Financial Consultant, Certified Financial Planner

University of Pennsylvania - The Wharton School   2007 — 2007
Retirement Distribution Theories

Rebecca Winters Buskirk Rebecca Winters Buskirk Lakeland, Florida Area Details
Rebecca Winters Buskirk's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2006 - 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 2006 - Present
Heritage Family of Funds   2004 - 2006
Merrill Lynch  2002 - 2003

Skills
Series 7, Strategic Financial..., Education Funding, Fixed Income, Options, Financial Modeling, Socially Responsible..., Retirement Planning, Life Insurance

Education
University of Florida   1999 — 2002
Bachelor of Science (B.S.), Finance, General

Alfred Gugliotta Alfred Gugliotta Charlotte, North Carolina Details
Alfred Gugliotta's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2012 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Investment Management
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC   August 2012 - Present
Wells Fargo Advisors  February 2007 - August 2012
BB&T  June 2004 - February 2007

Skills
Wealth Management, Asset Allocation, Investment Strategies, Investment Advisory, Investments, Mutual Funds, Wealth Management..., Asset Management, Retirement Planning, Equities, Portfolio Management, Fixed Income, Retirement, Bonds, Strategic Financial..., Financial Advisory, 401k, Finance, Series 7, Series 63, Wealth Accumulation

Education
SUNY Potsdam   1991 — 1995
Bachelor's degree, Psychology

Andrew Vargo Andrew Vargo Winter Springs, Florida Details
Andrew Vargo's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2010 - Present
Job Financial Advisor, Branch Manager at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   February 2010 - Present
Merrill Lynch  January 1993 - February 2010

Skills
Retirement Planning, Certified Financial..., Certified Investment..., Branch Management, Series 7, Series 63, Series 24, Series 65, Financial Planning, Wealth Management, Asset Allocation, Financial Advisory, Mutual Funds, Retirement, Securities, Finance, Investment Advisory, 401k

Education
University of Central Florida   1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General

University of Central Florida   1988 — 1992
Bachelor of Science in Business Administration, Finance

Brian McGuire MBA, CTFA Brian McGuire MBA, CTFA Tulsa, Oklahoma Area Details
Brian McGuire MBA, CTFA's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2009 - Present
Job Wealth Advisor, Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   September 2009 - Present
Treatco International Inc. (is independent of Raymond James)   February 1993 - Present
RCB Bank  May 2002 - August 2012

Skills
Wealth Management..., Asset Allocation, Trust Services, Wealth Management, Securities, Finance, Asset Management, Investments

Education
American Bankers Association Graduate Trust School   2002 — 2004
National Trust School Diploma, Trust and Estate Administration

Thunderbird School of Global Management   1992 — 1993
Master of Business Administration (M.B.A.) in International Management, International Business /German Language/ Eastern European Studies

The University of Oklahoma   1980 — 1984
Bachelor of Arts (B.A.), Economics

Robert Buckelew Robert Buckelew Manasquan, New Jersey Details
Robert Buckelew's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 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   September 2009 - Present
A G EDWARDS AND SONS  December 1996 - September 2009

Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Series 63, Financial Advisory, Securities, Portfolio Management, Investment Strategies, Estate Planning, Fixed Annuities, Equities, Uniform Combined State..., Asset Management, Alternative Investments

Education
Pfeiffer University

Piscataway High School

Amy Leo Amy Leo Noblesville, Indiana Details
Amy Leo's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2013 - Present
Job Operations Leader at Raymond James Financial Services, Inc.
Industry Health, Wellness and Fitness
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC   November 2013 - Present
Living Healthy Fitness & Nutrition   October 2011 - Present
Benefit Consultants, Inc  January 2005 - April 2010
Guardian Life Insurance Company  November 2000 - December 2004

Skills
I'm a great motivator., I create no fail weight..., I'm a Certified Fitness..., Nutrition, Fitness, Personal Training, Fitness Training, Strength Training, Wellness, Weight Training, Exercise Physiology, Functional Training, Sports Nutrition, Nutritional Counseling, Wellness Coaching, Work Life Balance, Cpr Certified, Lifestyle, Nutrition Education

Education
International Sports Science Association   2011 — 2011
Certification, Fitness Trainer & Specialist in Fitness Nutrition

Ball State University   1995 — 2000
Bachelor's of Science, Family and Consumer Sciences, 3.5

David Caraher, CFP David Caraher, CFP Deerfield, Illinois Details
David Caraher, CFP's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 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   March 2009 - Present
Merrill Lynch  2000 - 2009
Fidelity Investments  1991 - 1999

Education
College of Financial Planning
Certified Financial Planner

Miami University

Sherif J. Awad, CFP® Sherif J. Awad, CFP® Greater Seattle Area Details
Sherif J. Awad, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2009 - Present
Job Branch Manager & Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc., member FINRA/SIPC   March 2009 - Present
Smith Barney  November 1997 - March 2009

Skills
Retirement Planning, Investment Advisory, Investments, Mutual Funds, 401k, Financial Advisory, Series 7, Asset Management, Series 63, FINRA, Securities, Financial Services, Fixed Annuities, Wealth Management, Financial Planners, Financial Planning

Education
College for Financial Planning   2004 — 2006
CERTIFIED FINANCIAL PLANNER™, Financial Planner

University of Washington   1985 — 1991
B.S.C.E., Civil Engineering

Christopher R Mariner Christopher R Mariner Sun City West, Arizona Details
Christopher R Mariner's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2009 - Present
Job Financial Advisor at Raymond James Financial Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   July 2009 - Present
Edward Jones  March 2002 - July 2009

Skills
Retirement Planning, Leadership, Strategic Financial..., Mutual Funds, Financial Advisory, Finance, Securities, Retirement, Wealth Management, Financial Planning

Education
Arizona State University   1998 — 2000
Bachelor of Arts (B.A.), Communication, General

Bob Lankin Bob Lankin Greater Philadelphia Area Details
Bob Lankin's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 1990 - Present
Job Branch Manager Raymond James Financial Services Inc
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   February 1990 - Present
Le Tip of Lower Bucks County   May 2014 - Present
Brotherhood Lodge #126 Pennsylvania Freemasons   September 1985 - Present
Beth Sholom Congregation  July 1987 - June 2010
Rotary International  July 2005 - June 2006
Prudential-Bache Securities Inc   February 1984 - January 1990
Lankin Perelman Real Estate Inc   January 1980 - February 1984

Skills
Attorney, Financial Advising, Securities Sales..., Certified Financial..., Certified Estate..., Financial Advisory, Strategic Financial..., Mutual Funds, Securities, Fixed Annuities, Leadership, Investments, Certified Estate Planner, Disability Insurance, Retirement, IRAs, Finance, Wealth, Retirement Planning, 401k, Estate Planning, Insurance, Small Business, Life Insurance, Tax, Financial Analysis, Process Improvement, Health Insurance, Wealth Management, Portfolio Management, Real Estate, Investment Advisory, Series 7, Long Term Care Insurance, Financial Risk, Sales, Financial Planning, Risk Management, Microsoft Office, Certified Financial..., Employee Benefits, Management

Education
National Institute for Certified Estate Planning   2009 — 2010
CEP, Estate Planning

College for Financial Planning   1985 — 1987
CFP, Financial Planning

University of Baltimore   1973 — 1975
J.D, Law

Temple University   1969 — 1973
Ba, Political Science

Temple University   1969 — 1973
Ba, Political Science

Northeast High   1966 — 1969

Anthony Tedesco Anthony Tedesco Durham, North Carolina Details
Anthony Tedesco's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2012 - April 2012
Job MBA Student at Fuqua School of Business
Industry Financial Services
Experience
Vanguard  May 2015 - Present
Fuqua School of Business  August 2014 - Present
Merrill Lynch  April 2014 - June 2014
Merrill Lynch  April 2012 - January 2014
Raymond James Financial Services Inc., Member FINRA/SIPC   February 2012 - April 2012
Raymond James Financial Services Inc., Member FINRA/SIPC   March 2011 - February 2012
Raymond James Financial Services Inc., Member FINRA/SIPC   May 2010 - March 2011
Jones Day  March 2009 - July 2009
Merrill Lynch  May 2006 - August 2007
J. Gilbert's Wood-Fired Steaks and Seafood   2002 - 2007

Education
Duke University - The Fuqua School of Business   2014 — 2016
Master of Business Administration (MBA)

Investment Banking Institute - Washington, DC   2011 — 2011
Financial Modeling and Valuation Training Program

University of Virginia   2005 — 2008
BA, Economics

Emory University   2004 — 2005
Undeclared

Shannon Grooters Shannon Grooters Greater Grand Rapids, Michigan Area Details
Shannon Grooters's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2007 - Present
Job
Industry Financial Services
Experience
Raymond James Financial Services Inc., member FINRA/SIPC   2007 - Present

Skills
Microsoft Excel, Customer Service, Sales, Outlook, Microsoft Office, Social Media, Sales Management

Education
Grand Valley State University   1988 — 1992
Bachelor of Arts (B.A.), Advertising/Public Relations

Clint Martin, AAMS®, CFP® Clint Martin, AAMS®, CFP® Mobile, Alabama Area Details
Clint Martin, AAMS®, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2010 - Present
Job Financial Advisor, Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   2010 - Present
Edward Jones  2007 - 2010
Pathfinder Insurance LLC   2005 - 2007

Education
University of Georgia - Terry College of Business   2012 — 2012
Certificate in Financial Planning, Executive Program in Financial Planning

Huntingdon College   1996 — 2000
B.A., Psychology

St. Paul's Episcopal   1992 — 1996

Jackie Brick, CRPC® Jackie Brick, CRPC® Cleveland/Akron, Ohio Area Details
Jackie Brick, CRPC®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2009 - Present
Job Financial Advisor at Raymond James Financial Services, Inc
Industry Investment Management
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC   April 2009 - Present
Merrill Lynch  April 2000 - April 2009

Skills
Retirement Planning, Investments, 529 Plans, Financial Planning, Estate Planning, Asset Management, Life Insurance, Variable Annuities, Qualified Retirement..., 401k Rollovers, Mutual Funds, College Education..., Wealth Management, Financial Advisory, Strategic Financial..., Fixed Annuities, Securities, Finance

Education
Cleveland State University
Finance

Jeannine Stecklair CPA CFP® Jeannine Stecklair CPA CFP® New Smyrna Beach, Florida Details
Jeannine Stecklair CPA CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   June 2006 - Present
United States Equestrian Team, Inc.   1988 - 1991
Arthur Andersen & Co.   1981 - 1987

Skills
Long Term Care ..., Education Planning, Retirement Planning, Tax Planning, Estate Tax Planning, Divorce Planning, Eldercare

Education
Rutgers Graduate School of Management   1980 — 1981
MBA, Accounting

Rutgers University
BA, Economics

Benjamin Hodge Benjamin Hodge Greater San Diego Area Details
Benjamin Hodge's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2008 - July 2014
Job Retirement Plan Consultant at RBG/LPL
Industry Financial Services
Experience
Retirement Benefits Group/ LPL Financial   July 2014 - Present
Raymond James Financial Services, Inc, Member FINRA/SIPC   April 2008 - July 2014
P&H Partners, Ltd   July 2006 - April 2008
Marcus & Millichap  September 2004 - July 2006
Salerno/Livingston Architects   June 2003 - January 2004

Skills
Investments, 401k, Asset Managment, Financial Advisory, Financial Analysis

Education
Liberty University   2008 — 2009
Masters, Management

Point Loma Nazarene University   2000 — 2004
Bachelors, Business Administration

El Cap

Pete Fuhlbrigge Pete Fuhlbrigge Columbus, Ohio Area Details
Pete Fuhlbrigge's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2000 - November 2010
Job Senior Vice President at Capital City Securities
Industry Investment Management
Experience
Capital City Securities   November 2010 - Present
Raymond James Financial Services Inc. Member FINRA/SIPC   August 2000 - November 2010
Raymond James Financial Services  2000 - November 2010
McCloy Financial Services  April 1984 - July 2000

Education
The Ohio State University   1976 — 1981

The Ohio State University Fisher College of Business   1976 — 1981
Business Admin, Finance

Robert Torris Robert Torris Tampa/St. Petersburg, Florida Area Details
Robert Torris's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2007 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   2007 - Present
Morgan Stanley  2001 - 2007
Merrill Lynch  1997 - 2001

Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Retirement, Series 63, Strategic Financial..., Wealth Management, Mortgage Lending, Banking, Finance, Customer Service, 401k Rollovers, Financial Advisory, Investments

Education
East Carolina University   1978 — 1982

Kyle Balliet, CFP® Kyle Balliet, CFP® Greater Pittsburgh Area Details
Kyle Balliet, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2013 - Present
Job Financial Advisor at Shorebridge Wealth Management, LLC, an independent firm
Industry Financial Services
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.   July 2008 - June 2013
Federal Home Loan Bank of Pittsburgh  September 2005 - June 2008
Malin Bergquist   2004 - 2004

Skills
Mutual Funds, Financial Analysis, Portfolio Management, Banking

Education
Duquesne University   2008 — 2009
Executive Certificate in Financial Planning

University of Pittsburgh   2001 — 2005
Bachelor of Science (BS), Accounting

Victor Adint Victor Adint San Jose, California Details
Victor Adint's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2009 - Present
Job Wealth Manager, Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   September 2009 - Present
Haas Alumni Network, UC Berkeley   January 2004 - Present
Cancer CAREpoint  2011 - 2013
Morgan Stanley Smith Barney  June 2005 - August 2009
Intuit  2003 - 2005
Young Learning   December 2000 - December 2002
Ford Motor Company  1998 - 1999

Skills
Strategic Financial..., Retirement Planning, Investment Strategies, Business Planning, Finance, Corporate Finance, Management, Estate Planning, Retirement, Wealth Management..., Investments, Financial Modeling, Training, Portfolio Management, Financial Analysis

Education
University of California, Berkeley - Walter A. Haas School of Business   1996 — 1998
MBA, Finance

University of California, Davis   1993 — 1995
BA, Economics

Shareef Anthony Doumet Shareef Anthony Doumet Clearwater, Florida Details
Shareef Anthony Doumet's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2013 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   June 2013 - October 2014
Merrill Lynch  December 2011 - November 2012
Northwestern Mutual  July 2011 - November 2011
First Command Financial Services  November 2009 - June 2011
CNBC  January 2009 - April 2009
Raymond James Financial Inc.  May 2008 - July 2008
Rollins College  August 2006 - May 2008

Skills
Mutual Funds, Investments, Series 7, Financial Analysis, Strategic Planning, Leadership, Retirement Planning, Securities, Public Speaking, Program Management, Portfolio Management, Strategic Financial..., Financial Advisory, Finance, Fixed Annuities, Equities, Uniform Combined State..., Financial Modeling, Insurance, Business Planning, Management, Retirement, Training, Life Insurance, Stock Market, Stocks, Stock Management, Stock Picking, Technical Analysis, Stock Trading, Investment Research, Series 66, Series 6, Business Analysis, Business Strategy, Wealth Management, Wealth Accumulation, Team Building, Customer Service, Team Leadership, Cash Management, Teamwork, Jewelry Making, Market Research, Board of Directors

Education
Rollins College   2005 — 2009
International Business, International Business

Seminar for Tomorrow's Leaders   2004 — 2004

Sara Froyd Stanich, CFP®, CDFA™ Sara Froyd Stanich, CFP®, CDFA™ New York, New York Details
Sara Froyd Stanich, CFP®, CDFA™'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2009 - Present
Job Financial Planner at Raymond James
Industry Investment Management
Experience
Raymond James Financial Services Inc, Member FINRA/SIPC   February 2009 - Present
Merrill Lynch  August 2007 - December 2008
Terex Corporation  August 2001 - January 2007
Sachs Insights  January 2001 - August 2001
US Interactive  April 1999 - December 2000
i-traffic  August 1997 - April 1999

Skills
Strategic Financial..., Investments, Wealth Management, Finance, Retirement Planning, Retirement, Insurance, Asset Management, Financial Planning, Certified Divorce..., 401k Rollovers, Employee Stock Options, Life Insurance, Certified Financial...

Education
New York University - Leonard N. Stern School of Business   2001 — 2003
MBA, Marketing, Finance

New York University   1991 — 1995
BA, German, European Studies

Canevin   1987 — 1991

Nicholas Narchus Nicholas Narchus Buffalo/Niagara, New York Area Details
Nicholas Narchus's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2014 - April 2015
Job Financial Advisor at Ogorek Wealth Management. Attorney at Narchus Law.
Industry Law Practice
Experience
Ogorek Wealth Management LLC   May 2015 - Present
Narchus Law   January 2014 - Present
Raymond James Financial Services Inc. Member FINRA/SIPC   June 2014 - April 2015
The Gilbert Law Office, PC   February 2011 - December 2012
Mental Hygiene Legal Services Appellate Division 4th Department   May 2011 - November 2012
Amherst Senior Citizens Foundation Inc.   April 2011 - September 2012

Skills
Research, Legal Writing, Social Media, Westlaw, Litigation, Legal Research, LexisNexis, Writing, Lexis, Inside Sales, Microsoft Office, Editing, Customer Service, Torts, Excel

Education
University of Cincinnati College of Law   2013 — 2013
Visiting Student, Law

State University of New York at Buffalo - Law School   2010 — 2013
J.D.

State University of New York at Buffalo   2006 — 2010
B.A., Political Science

Larry B. Duncan Larry B. Duncan Columbus, Georgia Area Details
Larry B. Duncan's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2010 - Present
Job Branch Manager, Financial Advisor for Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc - Member FINRA/SIPC   March 2010 - Present
Morgan Stanley Smith Barney  January 1991 - March 2010
A.G. Edwards   January 1982 - January 1991

Skills
Wealth, Options, Fixed Income, Retirement, Financial Advisory, Asset Allocation, Investments, Securities, Investment Strategies, 401k, FINRA, Portfolio Management, Financial Planners, ETFs, Employee Benefits, Bonds, Wealth Management..., Alternative Investments, High Net Worth..., Finance, Risk Management, Investment Management, Equities, Hedge Funds, Estate Planning, Financial Planning

Education
Southern Union State Community College   1969 — 1971
Assocates, Business

Garry Clarke-Pounder Garry Clarke-Pounder Greater Boston Area Details
Garry Clarke-Pounder's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2009 - Present
Job Chartered Retirement Planning Counselor at Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   June 2009 - Present
Raymond James Financial Services, Inc  June 2009 - Present

Skills
Retirement, Finance, Investments, Securities, Financial Services, Financial Advisory, Retirement Planning, Strategic Planning, Team Building, Series 63, Small Business, Financial Risk, Event Planning, Financial Analysis, Marketing, 401k, Series 6, Portfolio Management, Asset Allocation, Insurance, Strategic Financial..., Wealth Management, New Business Development, Team Leadership, Fundraising, Mutual Funds, Series 7, IRAs, Financial Planning

Education
University of New Hampshire   1977 — 1981
B.S., Business Administration

Diane P. Bell Diane P. Bell Hartford, Connecticut Area Details
Diane P. Bell's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2008 - Present
Job CRPC®, CDFA™
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   2008 - Present
Merrill Lynch  2006 - 2008
The Phoenix Companies  2004 - 2005
ING/Aeltus Investment Management, Inc.   1993 - 2004
Aetna Life & Casualty  1977 - 1992

Skills
Series 7, Retirement Planning, Securities, Insurance, Financial Services, Financial Advisory, Pensions, Finance, Uniform Combined State..., Long-term Care, Variable Annuities, Series 6, Asset Allocation, Mutual Funds, Wealth Management, Series 63

Education
University of Hartford
Bachelor of Science, MBA, Economics and Finance

Ted Raichel Ted Raichel Chicago, Illinois Details
Ted Raichel's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2005 - Present
Job Financial Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC 312 922 1512
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   2005 - Present
Emanuel   2005 - Present

Skills
Financial Advisory, Securities, Fixed Annuities, Retirement, Investment Advisory, Leadership

Education
University of Chicago   1972 — 1974
MBA, Health Administration Concentration

Rutgers University-New Brunswick   1968 — 1972
Bachelor's, Economics

Bill Counsman Bill Counsman Tampa/St. Petersburg, Florida Area Details
Bill Counsman's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1991 - Present
Job Regional Director at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   June 1991 - Present
Raymond James  December 1995 - October 2006

Skills
Series 7

Education
Bachelors
Bachelor of Science, Business Administration

University of South Florida
Bachelor of Science, Business Administration

Duke Marsh Duke Marsh Winter Park, Florida Details
Duke Marsh's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience November 2013 - Present
Job Director WPWG / Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   November 2013 - Present
Morgan Stanley Smith Barney  May 1979 - November 2013

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

Education
Rollins College   1973 — 1976
Bachelor's degree, Economics

Jerrod Smith, CFP® Jerrod Smith, CFP® State College, Pennsylvania Area Details
Jerrod Smith, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2008 - August 2014
Job Wealth Management Advisor, TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2014 - Present
Raymond James Financial Services Inc., Member FINRA/SIPC   June 2008 - August 2014

Skills
Certified Financial..., Series 7, Series 65, Life & Health Insurance..., Morningstar, Investment Strategies, Qualified Retirement...

Education
Juniata College   2004 — 2008
B.S., Business and Information Technology

College for Financial Planning   2011 — 2012

Syd Gomez Syd Gomez Orlando, Florida Area Details
Syd Gomez's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2001 - Present
Job Financial Advisor at Raymond James Financial Services Inc., member FINRA/SIPC
Industry Financial Services
Experience
Raymond James  January 2001 - Present
Raymond James Financial Services Inc., member FINRA/SIPC   January 2001 - Present
Milestone Financial Services, (Investacorp, Inc.)   April 1998 - January 2001
World Financial Services (Investacorp, Inc.)   April 1996 - May 1998

Skills
Retirement Planning, Series 7

Education
University of Central Florida

David Shugol CLU David Shugol CLU Bradenton, Florida Details
David Shugol CLU's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2013 - Present
Job Financial planner at Raymond James Financial Services ,Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   July 2013 - Present
Ameriprise Financial Services, Inc.   January 2009 - July 2013
Morgan Stanley  May 2000 - January 2009

Skills
Retirement Planning, Strategic Financial..., Strategy, Wealth Management, Asset Allocation, Portfolio Management, Wealth Accumulation, Investments, Banking, Financial Analysis, Personal Finance, Loans

Education
Albion College   1966 — 1970
B.A, Liberal Arts

Albion College
Biology, General

Bill Wescott Bill Wescott Lynchburg, Virginia Area Details
Bill Wescott's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2010 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   February 2010 - Present
VALIC  February 1992 - February 2010
Signet Banking Corporation  August 1981 - February 1992

Education
Susquehanna University   1974 — 1978
B.S., Business Administration

Randy Flicker Randy Flicker Greater Seattle Area Details
Randy Flicker's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2011 - Present
Job Financial Advisor
Industry Marketing and Advertising
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   February 2011 - Present
Liberty Tax Service  August 2004 - April 2006

Skills
Email Marketing, Financial Planning, Investments, Small Business, Wealth Management, Retirement Planning, Retirement Income..., Fixed Annuities, Finance, Retirement, Estate Planning, Series 7, Management, Marketing, Strategic Financial..., Mutual Funds, Insurance, Leadership, Team Building

Education
University of Phoenix   2007 — 2008
Masters, Business Administration

University of Phoenix   2005 — 2007
Bachelor, Business Administration

Linette Dobbins Linette Dobbins Portland, Oregon Area Details
Linette Dobbins's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 1990 - Present
Job President at McGee Wealth Management, Inc. An Independent Registered Investment Advisor
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 1990 - Present
McGee Wealth Management, Inc.   November 1988 - Present

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Personal Finance, Portfolio Management, Mutual Funds, Investments, Wealth, Management, Securities, Small Business, Customer Service, Financial Advisory, Retirement, Public Speaking, Series 7, Business Development, Asset Allocation, Insurance, Organizational..., Estate Planning, Investment Advisory

Education
University of Phoenix   2003 — 2005
Marketing/Marketing Management, General

College for Financial Planning   1993 — 1997
Certificate, Financial Planning

Crescent Valley High School   1979 — 1983

Fernando Ereneta Fernando Ereneta Greater Chicago Area Details
Fernando Ereneta's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2009 - Present
Job Registered Principal, Financial Advisor, Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
The Morton Arboretum  April 2015 - Present
Raymond James Financial Services Inc., Member FINRA/SIPC   February 2009 - Present
Convene  2009 - Present
Smith Barney  1997 - 2009
KPMG Peat Marwick  1993 - 1997

Skills
Strategic Financial..., Financial Analysis, Alternative Investments, Estate Planning, Series 7, Wealth Management

Education
Marquette University   1989 — 1993
B.S., Accounting

Benet Academy   1985 — 1989

St. Joan of Arc   1977 — 1985

Jennifer (Jennifer Sweet) Chappell Jennifer (Jennifer Sweet) Chappell Reno, Nevada Details
Jennifer (Jennifer Sweet) Chappell's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2015 - Present
Job Director of Communications, Reno Wealth Advisors / Registered Sales Associate, Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   January 2015 - Present
Edward Jones  June 2007 - December 2014
Vail Resorts  November 2007 - June 2011

Skills
Team Building, Customer Service, Mentoring, Team Leadership, Microsoft Excel, Microsoft Word, Kronos, Customer Satisfaction, Project Planning

Education
University of Nevada-Reno   2006 — 2010
Bachelor of Science (B.S.), International Business

Universidad del Pais Vasco/ Euskal Herriko Unibertsitatea   2008 — 2008
International Business

Paxton Taylor Paxton Taylor Blue Springs, Missouri Details
Paxton Taylor's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2012 - Present
Job Financial Advisor at Raymond James Financial Services. Folks...remember, money serves you not the other way around.
Industry Investment Management
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2012 - Present

Skills
Retirement Planning, Wealth Management, Investment Strategies

Education
University of Missouri-Columbia   1990 — 1995
Bachelor of Science (BS), Mechanical Engineering

University of Missouri-Kansas City   1999 — 2001
Master of Business Administration (MBA)

Alex Mihajlov Alex Mihajlov Raleigh, North Carolina Details
Alex Mihajlov's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2011 - Present
Job Branch Manager Raymond James
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   June 2011 - Present
Wells Fargo Advisors  January 2008 - May 2011
AG Edwards  January 1996 - January 2008
AG Edwards  October 1983 - January 1996

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

Education
Babson College   1981 — 1983
BA, Finance

NC State   1979 — 1981
NC State University

Pittsford Mendon High School   1976 — 1979

Ann Wajler Ann Wajler Mount Juliet, Tennessee Details
Ann Wajler's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2008 - Present
Job Registered Sales Assistant at Wilson Bank & Trust Investment Center/ Raymond James Financial Services, Inc
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 2008 - Present
First American National Bank  October 1990 - December 1997

Skills
Finance, Customer Service, Financial Advisory, Mutual Funds, Sales, Banking, Securities, Series 7, Retirement Planning, Wealth Management, Credit, Microsoft Office, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies

Education
Tennessee Technological University - College of Business Administration   1986 — 1990
Bachelor of Science (BS), Finance

Patrick Varney Patrick Varney United States Details
Patrick Varney's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2000 - Present
Job Financial Advisor and Investment Management Consultant at Raymond James Financial Services Inc.Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services Inc.-Member FINRA/SIPC   October 2000 - Present
Bank of Colorado  December 1999 - Present

Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation, Investment Advisory, Asset Management, Investment Strategies, Equities, Wealth Management..., Fixed Income, Hedge Funds, Estate Planning

Education
University of Northern Colorado   1996 — 1999
Bachelor of Science (BS), Finance, General

Fort Morgan High School   1992 — 1995

Amy Millman Amy Millman Washington D.C. Metro Area Details
Amy Millman's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2008 - 2011
Job Administrative Assistant at Raymond James Financial Services, Inc., member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., member FINRA/SIPC   2008 - 2011
Pace Global, A Siemens Business  1993 - 1994
Pace Global, A Siemens Business  1989 - 1993
Pace Systems, Inc.   1984 - 1989
Laidlaw, Adams & Peck   1983 - 1984

Skills
Leadership, Accounting, Employee Benefits, Human Resources, Financial Reporting, Superior Client Service, Team Building

Education
Indiana University of Pennsylvania
Bachelor of Science in Business Education

Indiana University of Pennsylvania
Bachelor's degree

David Dimond David Dimond Sebastian, Florida Details
David Dimond's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2004 - Present
Job Branch Manager at Raymond James Financial Services, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC   January 2004 - Present
Edward Jones  January 1996 - January 2004
Dean Witter Reynolds  May 1994 - January 1996

Education
University of Florida   1979 — 1982
BS, Business Administration and Management, General

Darrell Brooks Darrell Brooks Houston, Texas Area Details
Darrell Brooks's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2009 - 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   May 2009 - Present
Banc of America Investment Services, Inc.   2003 - 2009
Wells Fargo Investments  2001 - 2003
Banc of America Investments  1993 - 2001

Skills
Investments, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Finance

Education
Texas State University-San Marcos
B.B.A., Finance

Ken Hajdik Ken Hajdik Houston, Texas Area Details
Ken Hajdik's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2009 - Present
Job Certified Financial Planner™ at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc member FINRA/SIPC   May 2009 - Present
Young Life Greater Houston Region   2012 - 2015
Smith Barney  September 2002 - May 2009
American Business Retirement   September 2001 - August 2002
Houston High Tech Recruiter's Network   1991 - 2002
CGI (formerly Deloitte Consulting/DRT Systems)   May 1998 - April 2001

Skills
Investments, Asset Management, Financial Planning, Retirement Planning, Retirement Income..., Estate Planning, Education Funding..., Asset Protection, Asset Managment, Strategic Financial..., Finance, Wealth Management, Strategy, Business Analysis, Financial Services, Small Business, Business Development, Integration, Risk Management, Retirement, SDLC, Management, Consulting

Education
College for Financial Planning   2005 — 2006
Certified Financial Planner™, Retirement, Estate and Financial Planning

Texas State Technical College   1975 — 1977
AAS, Computer Science

Michael W. Kreimer, CFP Michael W. Kreimer, CFP Charlotte, North Carolina Area Details
Michael W. Kreimer, CFP's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2009 - Present
Job Registered Principal/ Branch Manager Raymond James: Specializing in Wealth Management and Retirement Income Planning
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   April 2009 - Present
Wells Fargo Advisors formerly A.G. Edwards   July 1988 - April 2009
McLaughlin, Piven, and Vogel, Inc   September 1985 - July 1988

Skills
Securities, Financial Advisory, Finance, Series 7, Retirement Planning, Wealth Management, Fixed Income, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Series 63, Investment Strategies, Retirement, Customer Service, Financial Planning, Asset Management, Equities, Insurance

Education
State University of New York at Albany   1981 — 1985
Bachelor of Science (B.S.), mathematics, cum laude

H. FRANK CAREY HIGH SCHOOL   1975 — 1981

Janssen Longenecker Janssen Longenecker Greater St. Louis Area Details
Janssen Longenecker's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2015 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   July 2015 - Present
Edward Jones  July 1995 - June 2015

Skills
Retirement Planning, Investments, Strategic Planning, Finance, Series 7, Team Building, Leadership, Microsoft Office, Public Speaking, Customer Service

Education
Taylor University   1991 — 1995
B.A. Business Administration and B.A. Spanish

Mark Sapienza Mark Sapienza Greater Los Angeles Area Details
Mark Sapienza's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 1999 - Present
Job Financial Planner / Registered Principal
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   1999 - Present

Skills
Investments, Securities, Financial Advisory, Finance, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Series 7, Investment Advisory, Retirement, Asset Allocation, Uniform Combined State..., IRAs, Investment Strategies, Series 63, Series 24

Education
College for Financial Planning
AAMS, Accredited Asset Management Specialist

Andrew Farah, CIMA® Andrew Farah, CIMA® Green Bay, Wisconsin Area Details
Andrew Farah, CIMA®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 1989 - Present
Job Financial Advisor/ Branch Manager at Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Green Bay Packers Board of Directors   December 2001 - Present
A.Farah Investments, LLC   June 1995 - Present
Raymond James Financial Services Inc., Member FINRA/SIPC   September 1989 - Present
Farah Liquor Stores   1982 - 1989

Skills
Investments, Strategic Financial..., Retirement, Portfolio Management, Financial Advisory, Alternative Investments, Wealth Management, Retirement Planning, Finance, Mutual Funds, Estate Planning, 401k, Asset Allocation, Pensions, Debt Management, Wealth Management..., Investment Strategies, Financial Planning, Pension Analysis &...

Education
University of Pennsylvania - The Wharton School   2008 — 2009
Certified Investment Management Analyst® Education Program

University of Notre Dame   1978 — 1982
BA, Finance

University of Notre Dame - Mendoza College of Business   1978 — 1982
Bachelors Degree, Business Finance

Jeff Sharman CFP® Jeff Sharman CFP® Fairport, New York Details
Jeff Sharman CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2012 - Present
Job Partner at Liftbridge Financial Advisors
Industry Investment Management
Experience
LiftBridge Financial Advisors - An Independent Firm   January 2012 - Present
Raymond James Financial Services, Inc Member FINRA/SIPC   January 2012 - Present
Chase Investment Services Corporation  March 1998 - January 2012

Skills
Strategic Financial..., Investments, Retirement, Estate Planning, Financial Advisory, Securities

Education
University at Buffalo   1987 — 1991
BA, Economics

Claudia King, CFP® Claudia King, CFP® Dallas/Fort Worth Area Details
Claudia King, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2008 - Present
Job at Beacon Financial Advisors
Industry Financial Services
Experience
Beacon Financial Advisors, An Independent Firm   June 2011 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC   May 2008 - Present
Carter Financial Management, An Independent Firm   May 2010 - June 2011
Beacon Financial Advisors   April 2008 - May 2010

Skills
Finance, Securities, Financial Advisory, Retirement Planning, FINRA, Wealth Management, Investments, Financial Analysis, Estate Planning, Investment Advisory, Series 7, Retirement, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Planners, Asset Management, Series 63, Financial Planning, 401k, Fixed Income, Mergers & Acquisitions, Portfolio Management, Strategic Planning, Valuation, Customer Service, Private Equity, Wealth Management..., Venture Capital, Fixed Annuities

Education
Southern Methodist University
Certificate Program in Financial Planning

The University of Texas Health Science Center at Houston
B.S., Medical Technology

University of Cincinnati
B.S., Biology

Xavier University
Business

Dan Jackson, CFP®, CIMA® Dan Jackson, CFP®, CIMA® Las Vegas, Nevada Area Details
Dan Jackson, CFP®, CIMA®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2008 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   May 2008 - Present
Wells Fargo Investments  March 2004 - May 2008
A.G. Edwards   February 1995 - March 2004

Skills
Financial Planning, Investment Management, Asset Allocation, Retirement, Bonds, Estate Planning, Stocks, Project Planning, Retirement Planning, Wealth Management, Strategic Financial..., Educational Consulting, Finance, Securities, Financial Advisory, IRAs, Investment Advisory, Series 7

Education
College of Financial Planning   1989 — 1991
Certification, Financial Planning

UNLV   1975 — 1979
Bachelor Science, Hotel Management

Jon Tait, CFP® Jon Tait, CFP® Leland, North Carolina Details
Jon Tait, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2006 - Present
Job Certified Financial Planner™
Industry Financial Services
Experience
Town of Leland   November 2011 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC   July 2006 - Present

Skills
Retirement Planning, Estate Planning, Equity Research, Analysis, Portfolio Management, Strategic Financial..., Financial Planning

Education
University of North Carolina at Chapel Hill   1995 — 1999
B.A, English

Arendell Parrott Academy   1993 — 1995

New Bern High School   1991 — 1993

Dana Schnelle, MBA, CFP® Dana Schnelle, MBA, CFP® Kansas City, Missouri Area Details
Dana Schnelle, MBA, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2006 - Present
Job Financial Advisor, Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 2006 - Present

Education
University of Missouri-Columbia, College of Business   1984 — 1987

Monica E. Lacey Monica E. Lacey Oak Brook, Illinois Details
Monica E. Lacey's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2004 - Present
Job Independent Financial Planner at Raymond James Financial Services Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   February 2004 - Present
Raymond James Financial Services Inc.  February 2004 - Present

Skills
Wealth Management, Investments

Education
DePaul University   1988 — 1991
Business, Finance

Darren March, CFP ® Darren March, CFP ® Reading, Pennsylvania Details
Darren March, CFP ®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2009 - Present
Job Certified Financial Planner™ at Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Investment Management
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   August 2009 - Present
Linsco/Private Ledger  October 2006 - August 2009

Skills
Asset Allocation, Wealth Management, Mutual Funds, Investment Strategies, Insurance, ETFs, Separately Managed..., Retirement, Financial Advisory, 401k Rollovers, Strategic Financial..., Series 7, IRAs, Securities, Alternative Investments, 401k

Education
Penn State University   1997 — 2001
Bachelor of Science (B.S.), Finance

Tiffany Violante, CFP® Tiffany Violante, CFP® Rockville, Maryland Details
Tiffany Violante, CFP®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience October 2001 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   October 2001 - Present
Northwestern Mutual Financial Network  2001 - 2001

Skills
Series 6, Series 7, Series 63, Series 65, General Securities..., Investments, Asset Allocation, Retirement Planning, Life Insurance, Long Term Care Insurance, Mutual Funds, 529 Plans, Variable Annuities, College Education..., Stocks

Education
The College of William and Mary   1999 — 2001
Bachelor of Business Administration, Finance

University of Mary Washington   1997 — 1999
Business Administration

Connelly School of the Holy Child   1994 — 1997

John Postizzi John Postizzi Greater Boston Area Details
John Postizzi's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2003 - Present
Job Investment Management Consultant at Wheelhouse Wealth Advisors
Industry Investment Management
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   February 2003 - Present
Morgan Stanley  June 1998 - November 2002
Fidelity Investments  1997 - 1998

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

Education
St. Lawrence University   1993 — 1997
BA, Economics, Biology

St. Sebastian's   1989 — 1993
HS

Aaron Undseth Aaron Undseth Greater Seattle Area Details
Aaron Undseth's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2009 - Present
Job Undseth Financial, Inc., An Independent Firm
Industry Financial Services
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC   February 2009 - Present
Undseth Financial Inc. An independent firm   February 2009 - Present
Edward Jones  June 2004 - February 2009

Skills
Retirement Planning, Investments, Wealth Management, Securities, Portfolio Management, Financial Advisory, Risk Management, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Finance, Strategic Financial...

Education
Seattle University   2001 — 2004
Business, Finance

John Putnam John Putnam Tampa/St. Petersburg, Florida Area Details
John Putnam's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 1983 - Present
Job Mediator and Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   July 1983 - Present
Scholarship America  1979 - 2011
Raymond James Financial  1987 - 2008
Raymond James  1999 - July 2004
National Association of Securities Dealers Inc.  1976 - 1979

Skills
Investments, Securities, Strategic Financial..., FINRA, Wealth Management, Private Equity, Financial Analysis, Risk Management, Business Strategy, Strategic Planning, Corporate Development, Nonprofits, Public Speaking, Leadership Development, Business Analysis, Organizational..., mediation, Hedge Funds, Alternative Investments, Series 7, Financial Services, Financial Planning, Financial Advisory, Investment Advisory, 401k, Retirement Planning, Retirement, Equities, Mutual Funds, Series 63, Asset Management, Investment Strategies, Asset Allocation, Mergers & Acquisitions, Finance, Series 24, Portfolio Management, Investment Banking, Mediation

Education
Bowdoin College   1961 — 1965
Bachelor of Arts (B.A.), History

Middlesex School   1961 — 1965

Rob Brafford Rob Brafford High Point, North Carolina Details
Rob Brafford's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2013 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   June 2013 - Present
Morgan Stanley Smith Barney  2011 - May 2013

Skills
Wealth Management, Legacy Planning, Financial Advisory, Retirement Planning, Strategic Planning, Customer Service, Retirement, Budgets

Education
Emmanuel College

University of Georgia

Steve Heggs, CFP®, CMFC® Steve Heggs, CFP®, CMFC® Kansas City, Missouri Area Details
Steve Heggs, CFP®, CMFC®'s Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2003 - Present
Job Financial Advisor, Raymond James Financial Services Inc. Member FINRA/SPIC
Industry Financial Services
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC   September 2003 - Present
American Century Investments  1992 - 2003

Skills
Mutual Funds, Securities, Series 7, Finance, Financial Advisory, Asset Allocation, Retirement Planning, Series 63, Wealth Management, Investment Strategies, 401k Rollovers, Strategic Financial..., 401k, Estate Planning, Investments, Investment Management, Asset Management, Alternative Investments

Education
Northwest Missouri State University   1987 — 1991
B.S., Finance

David W. Rommelmann David W. Rommelmann Greater Denver Area Details
David W. Rommelmann's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2009 - Present
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc., member FINRA/SIPC   February 2009 - Present
A.G. Edwards   January 2004 - February 2009
Thrivent Financial for Lutherans  April 2002 - January 2004
Boyle Engineering  April 1983 - April 2002

Skills
Strategic Planning, Retirement Planning, Strategic Financial..., Insurance, Investments, Risk Management, Asset Allocation, Retirement, Financial Advisory, Asset Management, Finance, Budgets, Financial Planning, Program Management, Management, Team Building, Project Management, Cross-functional Team...

Education
The College for Financial Planning   2008 — 2012
Master of Science (M.S.), Personal Financial Planning

University of Missouri-Rolla   1966 — 1970
BSCE, Civil Engineering

Jennifer Jank Jennifer Jank Washington D.C. Metro Area Details
Jennifer Jank's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2010 - Present
Job Certified Financial Planner™ Professional at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   June 2010 - Present
AXA Advisors  April 2009 - June 2010
Interactive Data  August 2006 - November 2008
DuPont  July 2004 - July 2006
Strategic Insight (Mutual Fund Consulting)   January 2002 - July 2004
UBS Wealth Management  July 1998 - December 2001

Skills
Certified Financial..., Maintaining Strong..., Retirement Planning, Strategic Planning, Business Process...

Education
New York University - Leonard N. Stern School of Business   1997 — 2001
MBA, Finance

Rutgers University-New Brunswick   1990 — 1995
BA, Physics, Political Science

University of California, Los Angeles

Mark Romin Mark Romin Greater Chicago Area Details
Mark Romin's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience July 2012 - 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   July 2012 - Present
Edward Jones  June 2010 - August 2011
Marco Consulting Group  March 2008 - June 2010
Citi Institutional Consulting   August 2006 - March 2008
Central Bank Illinois   June 2003 - June 2005

Skills
Asset Management, Investment Management, Alternative Investments

Education
Campbell University   1999 — 2003
BS, Trust Management

Waubonsie Valley High School   1995 — 1999

Kathy Burdick Kathy Burdick Greater Detroit Area Details
Kathy Burdick's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2008 - Present
Job Client Service Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   January 2008 - Present

Education
Michigan State University   1976 — 1981
B.S., Urban Planning

Kathi Gordon-Beatty Kathi Gordon-Beatty Greater Detroit Area Details
Kathi Gordon-Beatty's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2010 - Present
Job Financial Advisor at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   August 2010 - Present
Edward Jones  April 2007 - August 2010

Skills
Retirement Planning, Wealth Preservation..., Tax-advantaged..., Intergenerational..., Wealth Accumulation...

Education
Walsh College
BBA, Business, Finance, Economics

Oakland University
Business/Managerial Economics

Wayne State University

Whitney T. Logan,CLU,ChFC,CFP Whitney T. Logan,CLU,ChFC,CFP Columbus, Ohio Area Details
Whitney T. Logan,CLU,ChFC,CFP's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 1999 - Present
Job CFP at Raymond James Financial Services
Industry Financial Services
Experience
Logan Financial Group, LLC (An Independent Firm)   1999 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC   1999 - Present
Financial Planning Association  1999 - Present
Raymond James Financial Services Inc.  1999 - Present
McCloy Financial Services  January 1985 - September 1999

Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Financial Services, Securities, Investments, Wealth Management, Estate Planning, Finance, Investment Advisory, Asset Management, Retirement, Series 7, Insurance

Education
The Ohio State University   1980 — 1984
BS in Business Administration, Business/Financial Planning

North Canton Hoover High School

Jeremy Atkinson Jeremy Atkinson Greater Chicago Area Details
Jeremy Atkinson's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience February 2015 - Present
Job Investment Representative at Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   February 2015 - Present
Atkinson Farms   August 2013 - November 2013
Streamline Financial Services   September 2010 - July 2013
Enterprise Rent-A-Car  November 2005 - February 2010
Enterprise Rent-A-Car  January 2005 - October 2005
Enterprise Rent-A-Car  February 2004 - December 2004
Various Turnaround and Workout Engagements   August 2002 - January 2004

Skills
Financial Analysis, Finance, Accounting, Strategic Financial..., Investments, Budgets, Retirement Planning, Portfolio Management, Forecasting, Financial Reporting, Financial Advisory, Management, Insurance, Wealth Management, Asset Management, 401k, Mutual Funds

Education
Drake University   1998 — 2003
Business Administration, Finance

Patricia Elzey Patricia Elzey Spokane, Washington Area Details
Patricia Elzey's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience March 2009 - Present
Job President, Elzey Financial Group an Independent Firm
Industry Financial Services
Experience
Elzey Financial Group "an Independent Firm"   March 2009 - Present
Raymond James Financial Services Inc, Member FINRA/SIPC   March 2009 - Present
Merrill Lynch  February 1999 - March 2009
YWCA of Spokane  2002 - 2009

Education
Humboldt State University   1991 — 1995
BA, Business

John Creeron John Creeron Greater New York City Area Details
John Creeron's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2005 - Present
Job financial advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   August 2005 - Present
Morgan Stanley Wealth Management  November 1983 - 2005

Skills
Series 7, Asset Allocation, Wealth Management, Retirement Planning, Portfolio Management, Series 63, Investment Strategies, Investments, Equities, Alternative Investments, IRAs, 401k, Asset Management, Fixed Income, Pensions, Strategic Planning, Customer Service, Investment Advisory, Microsoft Excel, Microsoft Office

Education
Adelphi Univ.   1980 — 1982
MBA, Business, Management, Marketing, and Related Support Services

Adelphi University   1978 — 1982
Master of Business Administration (MBA), Finance, General

Adelphi University   1978 — 1982
Master of Business Administration (MBA), Finance, General

Todd Dudley Todd Dudley Barboursville, West Virginia Details
Todd Dudley's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience May 2009 - Present
Job Registered Investment Advisor Representative at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC   May 2009 - Present
Raymond James Financial, Inc.   1993 - 2015
Raymond James Financial, Inc.   1993 - 2015
Raymond James Financial, Inc.   1993 - 2015
Morgan Stanley Smith Barney  July 1992 - May 2009

Skills
Series 7, Mutual Funds, Securities, Retirement Planning, Investments, Wealth Accumulation, Series 63, Investment Advisory, Fixed Annuities, Financial Advisory, FINRA, Bonds, Management, Stocks, Trading, Wealth Management, 401k, Wealth Management..., Series 65, Small Business, Options, Uniform Combined State..., Retirement, Asset Allocation, ETFs

Education
Marshall University
Bachelor of Business Administration (B.B.A.)

Jon Hooiman Jon Hooiman Greater Salt Lake City Area Details
Jon Hooiman's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience January 2012 - Present
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   January 2012 - Present

Skills
401k, Customer Service, Accounting, Series 63, Securities, Investments, Mutual Funds, Microsoft Excel, Microsoft Office, Financial Reporting, Strategic Financial..., Financial Analysis, Risk Management, Series 7, Access, Strategic Planning, PowerPoint, Analysis, Equities, Financial Planning

Education
Weber State University   2011 — 2012
BS, Finance

BYU-Idaho   2008 — 2010

Kevin Pettersen Kevin Pettersen Massapequa, New York Details
Kevin Pettersen's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience 2006 - Present
Job Registered Principal / Branch Manager Raymond James
Industry Financial Services
Experience
Raymond James Financial Services, Inc., Member FINRA/SIPC   2006 - Present
A.G. Edwards   1990 - 2006
Breen Murray Foster Securities, Inc.   1989 - 1990
D.H. Blair & Co, Inc   1986 - 1989

Skills
Securities, Retirement Planning, Investments, Financial Advisory, Retirement, Series 7, Series 63, Wealth Management, Mutual Funds, Uniform Combined State..., Estate Planning, Corporate Finance, Investment Strategies, Portfolio Management, Series 24, High Net Worth..., Insurance, Risk Management, Small Business, Series 65, Financial Planners, Asset Allocation, Investment Advisory, IRAs, FINRA, Fixed Annuities, Financial Services, 401k, Strategic Financial..., ETFs, Wealth Management...

Education
State University of New York at Stony Brook   1974 — 1978
Bachelor's Degree, Economics

Chaminade High School   1970 — 1974
Special Character Honors Award (1970 - 1974)

Roy Close Roy Close Billings, Montana Area Details
Roy Close's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2005 - Present
Job Branch Manager at Raymond James Financial Services Inc. 4062947500
Industry Investment Management
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   April 2005 - Present
Piper Jaffray  February 1995 - April 2005

Skills
Retirement, Estate Planning, Investment Strategies, Wealth Management..., Investments, Uniform Combined State..., Wealth Management, IRAs, Financial Advisory, Long-term Care, Investment Management, 401k, Series 24, Series 7, Investment Advisory, Series 9 & 10, Fixed Annuities, Strategic Financial..., ETFs, Series 6

Education
Montana State University-Billings   1973 — 1977
Business

Northwest College   1969 — 1972

Lisa Szalankiewicz Lisa Szalankiewicz Greater New York City Area Details
Lisa Szalankiewicz's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience June 2003 - Present
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC   June 2003 - Present

Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Financial Advisory, Securities, Portfolio Management, Investment Strategies, Estate Planning, Fixed Annuities, Equities, Asset Management, Uniform Combined State..., Alternative Investments, IRAs, Fixed Income, Series 7, Licensed Life & Health...

Education
Fairleigh Dickinson University-Metropolitan Campus
Master of Business Administration (MBA), Corporate Finance

Saint Peter's University
Accounting and Economics

Paul Casavecchia Paul Casavecchia Greater New York City Area Details
Paul Casavecchia's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience August 2015 - Present
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   August 2015 - Present
Wells Fargo Advisors, LLC  September 2012 - August 2015
Amgis Global Advisors   2003 - 2011
Bear Stearns  2000 - 2003
Doubleday Direct Inc.   1998 - 2000

Skills
Retirement Planning, family wealth transition, Investments, Investment Strategies, Series 7, series 66, Business Owner Planning, 401k plans, 401k Rollovers, Trading, Hedge Funds, Financial Markets, Electronic Trading, Financial Analysis, Trading Systems, Trade Execution, Equity Trading, Operations Management, Operations, Project Coordination

Education
Hofstra University   1995 — 1997
MBA, Banking & Finance

University of Colorado at Boulder   1987 — 1991
BA, Political Science

Liz Seabolt Liz Seabolt Alpharetta, Georgia Details
Liz Seabolt's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience April 2012 - Present
Job Client Services Manager at Raymond James Financial Services, Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   April 2012 - Present
Forsyth County District Attorney's Office  March 2010 - April 2012

Skills
Holds Series 66 License, Holds Series 7 License

Education
Kennesaw State University   2004 — 2008
Bachelor of Science (B.S.), Communication, General

Chad Haynes Chad Haynes Winston Salem, North Carolina Details
Chad Haynes's Raymond James Financial Services, Inc. Member FINRA/SIPC Experience September 2004 - Present
Job Branch Manager and Financial Planner at Raymond James Financial Services.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC   September 2004 - Present
Haynes Financial Group, An Independent Firm   September 2000 - Present
UBS Wealth Management  June 2000 - September 2004
Wachovia Securities  December 1996 - June 2000

Skills
Retirement Planning, Wealth Management, Series 7, Estate Planning, Series 6, Series 9, Series 10, Series 63, Series 65, Strategic Financial..., Wealth Accumulation..., Life Insurance, Long Term Care Insurance, College Education...

Education
University of North Carolina at Greensboro   1993 — 1996
Bachelor of Science (B.S.), Finance

High Point University   1992 — 1993
Finance

University of North Carolina at Greensboro   1991 — 1992
Bachelor of Science (B.S.), Finance

West Forsyth High School   1988 — 1991

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