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Jennifer M
Series 66, Series 63
Fort Myers, FL
Raymond James & Associates
Jennifer Monty is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes a role at UBS Financial Services and operating The Monty Agency, where she provides proofreading and editing services for legal transcripts. 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 consulting services supported by a range of portfolio management styles and affiliated research.
Francine P
ChFC®, Series 63, Series 65
Fort Myers, FL
Raymond James & Associates
Francine Payson is a financial advisor with Raymond James & Associates and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including prior roles at Bank of America and Merrill. She is based in Fort Myers, FL. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through various programs and drawing on diverse portfolio management styles supported by affiliated research and sub-advisers.
Michael P
Series 66
Fort Myers, FL
Raymond James & Associates
Michael Perino is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and offering 19 years of industry experience. He has been with Raymond James & Associates since 2012. 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 and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting through various programs and research-driven portfolio management approaches.
Roman S
Series 66
Fort Myers, FL
Raymond James & Associates
Roman Sazonov is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He serves as a trustee for The Yale Club of Southwest Florida and is a member of the Investment Committee for the FSW College Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering tailored financial planning and investment consulting through various advisory programs and a range of portfolio management styles.
Haim S
Series 66
Fort Myers, FL
Raymond James & Associates
Haim Sander is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Banc of America Investment Services, Inc., and Morgan Stanley DW Inc. Outside of his advisory role, he is a silent partner in PostLeague, a business based in Fort Myers, 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 financial planning, non-discretionary investment consulting, and municipal advisory services.
Stacy B
Series 63
Fort Myers, FL
Raymond James & Associates
Stacy Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. 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 specialized municipal advisory services.
Alexandre B
Series 63, Series 65
Fort Myers, FL
Raymond James & Associates
Alexandre Blagojevic is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as Treasurer and board member for the Southwest Free Pain Clinic, a community organization in Fort Myers. Raymond James & Associates is a large, dual-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 with a range of portfolio management styles and affiliated research.
Madison W
Series 66
Fort Myers, FL
Raymond James & Associates
Madison Wood is an advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Before joining Raymond James, Madison worked in retail at Express Factory Outlet and held roles with Florida Gulf Coast University, Kid-2-Kid, and the Lee County School District. 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, and municipal entities, offering financial planning and non‑discretionary investment consulting supported by firm research and multiple portfolio management styles.
Tarek S
Series 66
Fort Myers, FL
Raymond James & Associates
Tarek Salhab is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he serves as a committee member for Canterbury School and owns a sports content-related app called PostLeague. 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 consulting services supported by a broad range of portfolio management styles and research resources.
Hanna M
Series 66
Fort Myers, FL
Raymond James & Associates
Hanna Maschmidt is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at JM&A Group for three years and has a background that includes roles in plastic surgery and cosmetic surgery centers as well as time 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, and municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.
Fred M
Series 63, Series 65, Series 66
Fort Myers, FL
Raymond James & Associates
Fred Maschmidt is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63, 65, and 66 credentials and with 29 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory role, he is the founder and director of KGM Memorial, an annual charity golf event, and serves as a board member for Childcare of Southwest Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with access to a range of portfolio management styles and affiliated research.
Brendan E
Series 66
Fort Myers, FL
Raymond James & Associates
Brendan Erka is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, he gained work experience in various roles including positions at Dick's Sporting Goods, Erie Insurance, and educational institutions such as Virginia Commonwealth University and the University of Pittsburgh. 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, non-discretionary investment consulting, and municipal advisory services.
Kara T
CFP®, Series 66
Fort Myers, FL
Raymond James & Associates
Kara Thorn is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. She previously worked at Bank of America and Merrill. Outside of her advisory role, she assists with managing a family-owned rental cabin listed on Airbnb. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.
Stephen M
Series 66
Fort Myers, FL
Raymond James & Associates
Stephen Martin is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding the Series 66 designation and 20 years of industry experience. He has worked at Raymond James since 2018, with prior experience at Bank of America and Merrill. Martin is also a part-time vice president at Malliebu Inc., a family 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.
Sara J
Series 66, Series 63
Fort Myers, FL
Raymond James & Associates
Sara Jones is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 licenses and over 26 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Fifth Third Securities, and several other firms. Outside of her advisory work, she is a partner in two family-owned businesses where she manages lease and contract paperwork. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides non-discretionary financial planning and investment consulting, drawing on a variety of portfolio management styles and affiliated research to support tailored client plans.
Todd K
Series 66
Fort Myers, FL
Raymond James & Associates
Todd Kluener is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T in various capacities from 2013 to present. Outside of advising, he manages vacation rental properties through SWFLO Beach Properties LLC. 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, utilizing a variety of portfolio management styles supported by affiliated research and model managers.
Bradley J
ChFC®, Series 66
Fort Myers, FL
Raymond James & Associates
Bradley Jessen is a financial advisor with Raymond James & Associates in Fort Myers, FL. He holds the ChFC® designation and Series 66 license and has 13 years of industry experience, including 11 years at Edward Jones before joining Raymond James in 2024. 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 charitable organizations—and offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.
Andrea C
Series 66
Fort Myers, FL
Raymond James & Associates
Andrea Corella Saint Pere is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2018, she worked at Bank of America and Merrill. She is also affiliated with Hodges University. Outside of her advisory role, she is a manager of KSP Home Solutions, LLC. Raymond James & Associates is a nationally recognized broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.
Joshua G
Series 66
Fort Myers, FL
Raymond James & Associates
Joshua Garrett is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of advising, he is the owner of a business, JK JK LLC, which holds real estate land in Tennessee. 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.
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