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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, holding Series 63 and Series 65 designations and 29 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Citigroup Global Markets. She is currently based in Daytona Beach, FL. 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 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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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 at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he owns Tomblinholdings LLC, a business involved in short-term rental properties. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on multiple 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 with Raymond James & Associates, holding Series 65 and Series 63 designations and bringing 35 years of industry experience. She has been with Raymond James & Associates since 1991. 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 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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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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