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Craig R

Series 63, Series 65

Ann Arbor, MI

Raymond James & Associates

Craig Robison is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James for 23 years and holds Series 63 and Series 65 designations. 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, 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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Angela B

Series 63, Series 65, Series 66

Ann Arbor, MI

Raymond James & Associates

Angela Bourgeois is a financial advisor with Raymond James & Associates in Ann Arbor, MI. She holds Series 63, 65, and 66 licenses and has 26 years of experience in the industry. Her prior work includes roles at Parkland Securities and Sigma Financial Corporation. 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, 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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Megan D

Series 63, Series 66

Ann Arbor, MI

Raymond James & Associates

Megan Davis is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns an independent distribution business for Young Living Essential Oils. 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 individuals, institutions, and municipal entities, 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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Anthony M

Series 66

Ann Arbor, MI

Raymond James & Associates

Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates since 2016. 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 and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

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

Series 63, Series 65

Ann Arbor, MI

Raymond James & Associates

Mary Greener is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF and Kiel Center Partners/St. Louis Blues. 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 broad client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by diversified portfolio management styles and affiliated research.

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

Series 63, Series 66

Ann Arbor, MI

Raymond James & Associates

Jason Nymark is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, 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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Rebecca G

Series 66

Ann Arbor, MI

Raymond James & Associates

Rebecca Gucwa is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2008. 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, 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 K

Series 63, Series 65

Ann Arbor, MI

Raymond James & Associates

Andrea Kotch Duda is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has worked at Raymond James & Associates since 1999, including the current nine years at the Ann Arbor office. Outside of her advisory role, she owns and manages rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services and employs a range of portfolio management styles supported by affiliated research and sub-advisers.

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

Series 66

Ann Arbor, MI

Raymond James & Associates

Kevin Lyons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Foguth Financial Group and J.W. Cole Financial. 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 extensive 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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Matthew S

Series 63, Series 66

Ann Arbor, MI

Raymond James & Associates

Matthew Sitarski is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at JP Morgan Securities and JP Morgan Chase Bank from 2015 to 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base including 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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