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Stephen V

Series 63, Series 66

Boca Raton, FL

Raymond James & Associates

Stephen Van Besien is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Citigroup, Bancwest Investment Services, Bank of the West, and J.P. Morgan Securities. 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 provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing 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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Wilhelm L

Series 66

Boca Raton, FL

Raymond James & Associates

Wilhelm Lemke is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James for 11 years. Outside of his advisory role, he is involved as an owner or partner in several business ventures, including non-investment related enterprises and rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base with tailored financial planning and consulting services, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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

Series 66

Boca Raton, FL

Raymond James & Associates

Grant D. Adesky is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he worked at Emory University and Saint Andrew's School. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle acquiring equity in AFB Breakpoint LLC. 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 a range of financial planning, consulting, and investment services supported by nationwide advisers and affiliated research.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Russell Johnson is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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 advisory services.

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

CFP®, Series 66

Boca Raton, FL

Raymond James & Associates

Aron Weingard is a CFP® professional with 11 years of industry experience, currently with Raymond James & Associates. He has been with Raymond James since 2015. Outside of his financial advisory role, he volunteers as a counselor and board member for Experience Camps, and is involved in local collaborative law initiatives and nonprofit event leadership in Boca Raton, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers 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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John K

Series 63, Series 66

Boca Raton, FL

Raymond James & Associates

John Kerr is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley, Bank of America, and Merrill. Outside of his advisory role, he assists his wife with administrative tasks for her interior design business. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

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

Series 66

Boca Raton, FL

Raymond James & Associates

Max Pawliger is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2024, he worked at Fidelity Investments and has held roles in both educational and political organizations, including the Florida Democratic Party Coordinated Campaign and Hillel at the University of Florida. 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 and pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis.

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

Series 63, Series 66

Boca Raton, FL

Raymond James & Associates

Matthew Cicero is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 66 registrations and has 18 years of industry experience. Prior to joining Raymond James, he worked at Black River Summit. He is a passive stakeholder in Prudent Partners, LLC, an investment vehicle used to acquire a 25% equity stake in AFB Breakpoint LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing a variety of portfolio management styles supported by proprietary research and affiliated sub-advisers.

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

Series 66

Boca Raton, FL

Raymond James & Associates

Elizabeth George is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Ameriprise for two years and has experience with University Tees, University of Kentucky, Aqua Tots, and Paul Laurence Dunbar High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and advisory services supported by a nationwide network of advisors.

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

Series 63

Boca Raton, FL

Raymond James & Associates

Jacob Arinus is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 39 years of industry experience. He has been 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, institutional clients, pension plans, and charitable organizations, offering financial planning, advisory services, and institutional consulting with a focus on tailored, non-discretionary investment strategies.

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

Series 66

Boca Raton, FL

Raymond James & Associates

Dominick Paonessa is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Paul Hess is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. He also serves as trustee for family trusts, overseeing fiduciary responsibilities related to asset preservation and trust administration. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Louis Dessaint is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Personal Capital Advisors Corporation, PNC Investments, and Morgan Stanley. He is based in Boca Raton, Florida. 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, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

Series 63, Series 66

Boca Raton, FL

Raymond James & Associates

Ana Imias Ansara is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Raymond James & Associates is a dual-registered 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 charitable organizations, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research support.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Charles White III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes eight years at Morgan Stanley Smith Barney. He serves on the investment committee advisory board for The Diocese of Southeast Florida, providing oversight on the management of the organization’s investment accounts. 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, institutions, pension and profit-sharing plans, and charitable organizations, 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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Kerrie M

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Kerrie Milligan is a financial advisor with Raymond James & Associates in Boca Raton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Milligan has been with Raymond James & Associates since 2013. She is a member of The Fox's Den Investment Club, where she contributes investment ideas without serving in an officer capacity. 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.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Bruce Rhodes is a financial advisor at Raymond James & Associates with 47 years of industry experience. He has been with Raymond James & Associates since 1978. Rhodes holds Series 63 and Series 65 credentials. Raymond James & Associates, Inc. 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, pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Brandin Bryant is a financial advisor with Raymond James & Associates in Boca Raton, FL. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to entering the financial industry, he spent eight years with the National Football League and has experience working at Florida Atlantic 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 municipal entities, offering tailored financial planning and consulting services with 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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Robin P

Series 63, Series 65

Boca Raton, FL

Raymond James & Associates

Robin Perkins is a financial advisor with Raymond James & Associates in Boca Raton, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. Before joining Raymond James in 2018, Perkins worked at Youfit Health Clubs, Severn Trent through Robert Half, and Tunie's Natural Vitamin & Grocery Store. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

Boca Raton, FL

Raymond James & Associates

Shannon Leavey is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, Leavey worked at Starbucks and Burberry, among other positions. 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 advisory services with 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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