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Gregory D

Series 63, Series 65

Palm Coast, FL

Raymond James & Associates

Gregory Duncan Peters is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Prior to joining Raymond James in 2024, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2015 to 2024. Outside of his advisory role, he is co-owner of Minotaur, LLC, a business he operates with his spouse, and serves as acting trustee of a family irrevocable trust. 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 tailored financial planning and consulting services, supported by a broad range of portfolio management options and affiliated research.

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

Series 63, Series 66

Palm Coast, FL

Raymond James & Associates

Paul Ciardi is a financial advisor with Raymond James & Associates in Palm Coast, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013. 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, pension plans, and municipal entities, offering financial planning and investment consulting 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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