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Alana S
Series 66
Modesto, CA
Raymond James & Associates
Alana Scott is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated for 10 years before joining Raymond James in 2017. Scott is a founding board member and current president of the Women's Education and Leadership League, a nonprofit organization. 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, investment consulting, and municipal advisory services.
Stephanie M
Series 66
Modesto, CA
Raymond James & Associates
Stephanie Martin is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch and with Contentment Brewing Company and Modesto Pregnancy Center. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and municipal advisory services.
Matthew L
Series 66
Modesto, CA
Raymond James & Associates
Matthew Lattig is a financial advisor with Raymond James & Associates in Modesto, California, holding a Series 66 designation and 21 years of industry experience. He previously worked at Merrill from 2005 to 2017 before joining Raymond James in 2017. Outside of his advisory role, Lattig serves on the advisory board of the Women's Education and Leadership League, a nonprofit organization focused on providing resources to support women's advancement. Raymond James & Associates serves a broad client base, including individuals, institutional investors, and charitable organizations, offering financial planning and investment consulting through a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Michael F
Series 66
Modesto, CA
Raymond James & Associates
Michael Faircloth II is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 26 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously held roles at Bank of America, N.A. and Merrill. 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, charitable organizations, and municipal entities, offering financial planning and advisory services supported by a nationwide adviser network.
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