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Daniel L
Series 66
Belleville, IL
Raymond James & Associates
Daniel Lane is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James since 2013 and also works as a freshman boys basketball coach at Waterloo High School. 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, providing financial planning, investment consulting, and municipal advisory services.
Kathleen K
Series 63, Series 66
Belleville, IL
Raymond James & Associates
Kathleen Kernan is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 66 credentials and having 29 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and consulting services, supported by a wide range of portfolio management styles and affiliated research.
David S
Series 63, Series 65
Belleville, IL
Raymond James & Associates
David Schrader is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Raymond James & Associates since 2013. 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 wide range of clients including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.
Jennifer L
Series 63, Series 65
Belleville, IL
Raymond James & Associates
Jennifer Lawson is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She 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 a wide range of clients, including individuals, institutional investors, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and diverse portfolio management styles.
Robin H
Series 63, Series 65
Belleville, IL
Raymond James & Associates
Robin Heiken is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. He serves as a co-trustee of a family trust for his deceased father, a role in which he is not compensated. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary, supported by a range of portfolio management styles and proprietary research.
Paul F
Series 66
Belleville, IL
Raymond James & Associates
Paul Feder is a financial advisor with Raymond James & Associates in Belleville, IL, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he serves as Treasurer for the Capistrano Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, and is notable for its municipal advisory services and extensive affiliate network.
Brendan S
Series 66
Belleville, IL
Raymond James & Associates
Brendan Sawyer is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing Services LLC for eight years. Outside of his advisory role, he is involved with Amazon Flex, delivering packages on weekends. 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 municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships and a range of portfolio management strategies.
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