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Jacob V

Series 66

Perrysburg, OH

Raymond James & Associates

Jacob Vanio is a financial advisor at Raymond James & Associates with Series 66 credentials and one year of industry experience. Prior to joining the firm, he held various roles including positions in the restaurant industry and as a student at Bowling Green State 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, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

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

CFP®, Series 63, Series 65

Perrysburg, OH

Raymond James & Associates

Marcus Jones is a CFP® certificant with 32 years of industry experience. He is currently with Raymond James & Associates and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of financial advising, he is involved as a representative of Arbonne, a nutritional products company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by 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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Edward S

Series 63, Series 65

Perrysburg, OH

Raymond James & Associates

Edward Sommers is a financial advisor at Raymond James & Associates with 33 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Sommers is a partner in several business ventures related to farming and real estate. 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 institutional fiduciary solutions.

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

Series 63

Perrysburg, OH

Raymond James & Associates

Christie Boisselle is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds the Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by 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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Christine R

Series 66

Perrysburg, OH

Raymond James & Associates

Christine Rutherford is a financial advisor with Raymond James & Associates in Perrysburg, Ohio, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Fifth Third Bank. 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 municipal entities, offering financial planning and advisory services that are typically non-discretionary, supported by 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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