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Kelsie P

Series 66

Jacksonville, FL

Raymond James & Associates

Kelsie Pomeroy is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has prior experience working at credit unions and The Golf Club at South Hampton. 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, institutional and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

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

Series 63

Jacksonville, FL

Raymond James & Associates

Kristin Allen is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2007. Outside of her advisory role, she has a personal investment in MOJO BBQ & BLUES, LLC, a private company based in Jacksonville. 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 financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

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

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Jennifer Scott is a financial advisor at Raymond James & Associates in Jacksonville, FL, with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James 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 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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Christopher L

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Christopher Leeper is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a partner at Meinrod & Leeper LLC, a non-investment-related business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and 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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Darcie F

Series 66

Jacksonville, FL

Raymond James & Associates

Darcie Fugatt is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Morgan Stanley and Fidelity Brokerage Services, LLC, as well as a recent role at Hampr, 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 a diverse client base that includes individuals, institutions, charitable organizations, 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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Karen H

Series 65, Series 63

Jacksonville, FL

Raymond James & Associates

Karen Haid is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Raymond James & Associates since 2006 and has been involved with the Boomerang Awards since 2019. 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, 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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Sean S

Series 66

Jacksonville, FL

Raymond James & Associates

Sean Suarez is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, Suarez serves on the finance committee of the First Baptist Church of Middleburg and acts as Treasurer for the Clay County Soccer Club, where he manages financial tracking and reimbursements. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary 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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Adam M

Series 63, Series 65

Jacksonville, FL

Raymond James & Associates

Adam Meinrod is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, he is a co-owner of Meinrod and Leeper LLC, where he participates in business decision-making. 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 fiduciary solutions.

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