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Darlene P

Series 63, Series 65

Daytona Beach, FL

Raymond James & Associates

Darlene Porter is a financial advisor with Raymond James & Associates in Daytona Beach, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo 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 individual, institutional, and municipal clients with financial planning and consulting services, offering a range of portfolio management styles and municipal advisory capabilities.

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

Series 66

Daytona Beach, FL

Raymond James & Associates

Elizabeth Tomblin is a Series 66-credentialed financial advisor at Raymond James & Associates with one year of industry experience. Her background includes roles at Raymond James starting in 2023, as well as positions in digital media and education. 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 municipalities, 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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Brooks T

Series 63, Series 66

Daytona Beach, FL

Raymond James & Associates

Brooks Tomblin Sr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is the owner of Tomblinholdingsllc, a business involved in VRBO rental properties. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on diverse portfolio management styles and affiliated research.

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

Series 65, Series 63

Daytona Beach, FL

Raymond James & Associates

Debra Stephens is a financial advisor at Raymond James & Associates with 35 years of industry experience. She has been with Raymond James since 1991 and holds Series 65 and Series 63 designations. 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 clients, 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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Frank D

Series 63

Daytona Beach, FL

Raymond James & Associates

Frank Diego is a financial advisor with Raymond James & Associates in Daytona Beach, FL, holding a Series 63 designation and 43 years of industry experience. He has been with Raymond James & Associates for 20 years. Outside of his advisory role, he is the proprietor of a research and print business focused on ancestry books. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing 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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