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Antonio B

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Antonio Barbosa is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 credential and has worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, HSBC Securities (USA) Inc., and HSBC Bank USA, N.A. outside of his current role. 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 offers financial planning, advisory programs, and institutional consulting, combining fact-based planning with a variety of portfolio management styles and affiliated research.

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

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Melissa Riano Torrens is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Clearing, Oppenheimer, and Prudential Equity Group. She is currently based in Fort Lauderdale, 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, and municipal entities, offering a range of financial planning and consulting services with a non-discretionary approach that emphasizes client-directed implementation.

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

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Wendy Ashford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Raymond James since 2017, following earlier roles at J.W. Cole Advisors, The Emerald Financial Group, and J.W. Cole Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional clients, 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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Alberto S

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Alberto Sisso is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Raymond James in 2016. Outside of his advisory role, he owns and operates a fine art photography business. 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 offers non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

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

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Robert Paretti is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2015. 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 broad client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through 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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Jeremy V

CFP®, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Jeremy Voccia is a CFP® professional with seven years of industry experience. He has worked at Raymond James & Associates since 2021 and previously at GWN SECURITIES, Inc. from 2019 to 2021. Outside of finance, he has experience in the hospitality industry with eight years at Village Tavern. 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 investors, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Griselda U

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Griselda Uzcategui is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and 66 licenses and previously worked at Wells Fargo Clearing for five years before joining Raymond James in 2021. Outside of advisory work, she is a notary public in Broward County, Florida, and holds a 20% ownership stake in Corporation Britanica 5G, Ltd. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supplemented by in-house research and affiliated sub-advisers.

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

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Elias Tache Sr. is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2017. Outside of his advisory role, he serves as volunteer assistant director and treasurer for Camp Fiesta, a nonprofit camp for children with cancer. 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 with financial planning and advisory services characterized by non-discretionary client involvement and supported by a broad range of investment strategies and affiliated research.

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

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Benjamin Smolen is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Oppenheimer, Northwestern Mutual, and other firms. 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 and non-discretionary investment consulting through various programs and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jose Rafael E

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Jose Rafael El Khouri Faieta is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked as a graphic designer and held various roles related to education and travel. 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, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services through a broad platform of research and portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Philipp M

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Philipp Muller is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds Series 63 and Series 66 designations. Before joining Raymond James, he worked at Citigroup for seven years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a range of portfolio management styles, firm research, and affiliated sub-advisers.

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

Series 66

Fort Lauderdale, FL

Raymond James & Associates

James Goulet is a Series 66-licensed financial advisor with Raymond James & Associates, based in Fort Lauderdale, FL. He has 13 years of industry experience and has been with Raymond James & Co since 2014. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.

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

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Maria Schnirman is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping entrepreneurs and high-net-worth individuals navigate their financial journeys. With more than two decades of experience, she focuses on developing customized financial plans grounded in clients’ values and goals, guiding them toward financial progress and wealth preservation. Maria’s expertise encompasses a broad range of areas including college education planning, legacy planning, liquidity management, retirement income, tax minimization, and strategies tailored for women and small businesses. Fluent in English and Spanish, Maria holds a bachelor’s degree in Finance and International Business from Universidad Sergio Arboleda. She holds the Personal Investment Advisor (PIA) designation and emphasizes a collaborative management style, prioritizing long-term relationships through client education, credit strategies, asset allocation, and personalized financial planning. Maria is committed to simplifying investment complexities by connecting clients with seasoned professionals and providing access to lending and banking services through Bank of America. Beyond her professional role, Maria is actively involved in community projects and is a member of the Hispanic Chamber of Commerce NY. Her personal interests include baseball, fishing, football, hiking, painting, running, skiing, soccer, tennis, and traveling.

Wealth management Retirement income strategy General retirement planning Business ownership considerations General estate planning guidance Founder/Business Owner Women Professionals Established Professionals
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Gavin H

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Gavin Haines is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL. He holds a Series 66 designation and has one year of industry experience. His prior work history includes roles at Ameriprise and Anthem Strategists, as well as experience outside the financial industry. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

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

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Richard Caccamise Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James since 1998, with a brief departure before returning in 2017. Outside of advisory work, he is involved in real estate ownership through his partnership in Downtown Village Square. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and nonprofit entities. The firm offers tailored financial planning and non-discretionary consulting, drawing on a broad range of portfolio management styles and affiliated research, while also providing municipal advisory services and employer consulting programs.

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

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Glenn Lotenberg is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Advisors Asset Management, Inc. He has been with Raymond James & Associates since 2020, with a brief period of unemployment in his career. 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 and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rui F

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Rui Forcada is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Deutsche Bank Securities Inc, Deutsche Bank Trust Co, HSBC, and DB USA Core Corporation. 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 investors, 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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Ana M

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Ana Maimon is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2021, following five years at Wells Fargo Clearing. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles and affiliated research resources.

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

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Kiyoko Johnson is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James & Associates since 2015. 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 and pension plans, and charitable organizations, 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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Sean B

Series 63, Series 65, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Sean Buck is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63, 65, and 66 licenses. He has 29 years of industry experience and has been with Raymond James & Associates since 1998. 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, and public entities, offering financial planning, investment consulting, and institutional fiduciary services through 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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Scott C

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Scott Cutliff is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2012 and was involved with Beachbody in a non-operational supporting role from 2019 to 2021. 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 advisory services, utilizing a variety of portfolio management strategies supported by in-house research and a broad affiliate network.

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

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Tiani Hausen is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. Raymond James & Associates is a 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force.

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

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Eitan Sisso is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, he worked at Super.com and Daily Steals, as well as Bayview Asset Management. 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 municipalities, and offers 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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Joseph A

CFP®, Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

Joseph Andrews is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2023. His prior experience includes roles at Merrill and Bank of America, N.A., where he worked from 2004 to 2023. 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, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by comprehensive research and model management options.

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

Series 65, Series 66

Fort Lauderdale, FL

Raymond James & Associates

James Reynolds is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 designations and 25 years of industry experience. He previously worked at Merrill for 14 years and Bank of America for 19 years. Raymond James & Associates, Inc. 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 fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joseph M

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Joseph Musumeci is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Raymond James & Associates since 2011. 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, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a wide 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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Barbara C

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Barbara Corrao is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Raymond James & Associates since 1996. Outside of her advisory role, she is a founder and director of Pinion, Inc., a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research, while maintaining mostly non-discretionary client relationships.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rhonda M

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Rhonda Mcniel is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. Prior to joining Raymond James in 2022, she worked at Oppenheimer for 13 years. She is also a partner in Deer Park Farm New Castle Virginia LLC, a business in which her spouse manages the day-to-day operations. 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 and consulting services supported by a wide 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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Marc K

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Marc Kopelman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2009 and also leads Kopelman Ventures, Inc. Outside of his advisory work, he serves on the investment committee for the Jewish Federation of Broward County and is treasurer and board member for the Ocean Riviera Association, a residential condominium nonprofit. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting primarily on a non-discretionary basis, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

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

Series 63, Series 65

Fort Lauderdale, FL

Raymond James & Associates

Peter Corrao III is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 1998. 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, 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 S

Series 66

Fort Lauderdale, FL

Raymond James & Associates

Paul Schwing is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and two years of industry experience. His background includes legal work at The Law Offices of Grey & Mourin and involvement with Ryleigh's Oyster. 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 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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William R

Series 63, Series 66

Fort Lauderdale, FL

Raymond James & Associates

William Rath is a financial advisor at Raymond James & Associates in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with 31 years of industry experience. His prior roles include positions at Webster Wealth Advisors, Commonwealth Financial Network, Webster Private Bank, and HSBC Bank USA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing 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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