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Esther H

Series 63, Series 66

Valparaiso, IN

Raymond James & Associates

Esther Hill is a financial advisor with Raymond James & Associates in Valparaiso, IN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Diven D

Series 63, Series 66

Richmond, TX

Raymond James & Associates

Diven Desai is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing five years of industry experience. Before joining Raymond James, he worked with firms including Charles Schwab and TD Ameritrade. He also consults for Quantum Property Tax Advisors, assisting commercial properties with lowering their assessed values. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Heidi S

Series 66

Houston, TX

Raymond James & Associates

Heidi Strange is a financial advisor at Raymond James & Associates with 12 years at the firm and four years of industry experience. She holds a Series 66 designation and is based in Houston, TX. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Justin P

CFP®, Series 63, Series 65

Santa Barbara, CA

Raymond James & Associates

Justin Pearlman is a CFP® professional with 23 years of industry experience. He is currently with Raymond James & Associates and has previously worked at Morgan Stanley Private Bank and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jason S

Series 63, Series 66

Portland, OR

Raymond James & Associates

Jason Saunders is a financial advisor with Raymond James & Associates in Portland, OR, holding the Series 63 and Series 66 designations and possessing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns a condominium in Buenos Aires, Argentina, which he uses as a vacation rental and for personal use. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nia B

Series 66, Series 63

Winston-Salem, NC

Raymond James & Associates

Nia Bright is a financial advisor with Raymond James & Associates in Winston-Salem, NC, holding Series 66 and Series 63 licenses and two years of industry experience. She previously worked at Alliance Bernstein and Ameriprise Financial and has a background that includes roles in social work and education at East Carolina University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph K

Series 63, Series 65

Austin, TX

Raymond James & Associates

Joseph Klauzar is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank. Klauzar is also a licensed real estate broker in non-working status. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by wide-ranging portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Richard O

Series 63, Series 65

Albuquerque, NM

Raymond James & Associates

Richard Ortega Jr. is a financial advisor with Raymond James & Associates in Albuquerque, NM, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2020. Outside of finance, Ortega is involved in creative ventures as a musician, filmmaker, and actor, including membership in the Screen Actors Guild. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services supported by a nationwide adviser network and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Dallas, TX

Raymond James & Associates

Joseph Marshall is a financial advisor with Raymond James & Associates in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined ten years. He has been with Raymond James & Associates since 2019. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark S

Series 63, Series 65

Alpharetta, GA

Raymond James & Associates

Mark Silva is a financial advisor with Raymond James & Associates in Alpharetta, GA, holding Series 63 and 65 credentials and possessing 34 years of industry experience. His prior work includes roles at Prospera Financial Services and Triune Capital Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide advisor network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric D

Series 63, Series 65

Beverly Hills, CA

Raymond James & Associates

Eric Degoldsmith Rothschild is a financial advisor with Raymond James & Associates in Beverly Hills, CA, holding Series 63 and Series 65 licenses and with 31 years of industry experience. His prior firms include UBS Financial Services, UBS International Inc., Wells Fargo Clearing, and Prudential Equity Group. Rothschild is a limited partner and passive investor in an investment company called Blackbird LP. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by firm research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Evelyn A

Series 66

Wellesley, MA

Raymond James & Associates

Evelyn Alberding is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at William James College and Wondermore, Inc. Evelyn serves as President of the Board of Directors for the Needham Community Council, a social service agency in Needham, MA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lesley H

Beverly Hills, CA

Raymond James & Associates

Lesley Holmes is a financial advisor with Raymond James & Associates, holding nine years of industry experience. She has been with Raymond James & Associates since 2016 and also has a legal background with Natan Rose Fulbright starting in 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrea L

Series 66

Baton Rouge, LA

Raymond James & Associates

Andrea Langlois is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2005 to 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael G

Series 66

Williamsville, NY

Raymond James & Associates

Michael Gates is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America, N.A., and Merrill, accumulating substantial experience at both firms before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kennie T

Series 63, Series 65

Boston, MA

Raymond James & Associates

Kennie Taylor Jr. is a financial advisor with Raymond James & Associates in Boston, MA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Raymond James, he worked with several Major League Baseball teams including the Minnesota Twins, Seattle Mariners, and New York Mets. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Peter T

Series 66

St Louis, MO

Raymond James & Associates

Peter Thurman is a financial advisor with Raymond James & Associates in St. Louis, MO. He holds the Series 66 designation and has six years of industry experience. Prior to joining Raymond James in 2019, he has also been associated with UHY Advisors since 2005. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services primarily through non-discretionary advisory relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Scott S

CFP®, Series 63, Series 65

Loves Park, IL

Raymond James & Associates

Scott Stauffer is a CFP®-certified financial advisor with Raymond James & Associates, bringing 36 years of industry experience. He has been with Raymond James since 2010 and also serves as a part-time arbitrator for FINRA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers tailored, non-discretionary investment advice supported by extensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Reid S

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Reid Strange is a financial advisor at Raymond James & Associates in Memphis, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he serves on the advisory board of the Chickasaw County Club, representing younger members, and is a member of the Finance and Investment Committee at Christ Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Dean P

Series 63, Series 65

Birmingham, AL

Raymond James & Associates

Dean Paugh is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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