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Philip G

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Philip Greer is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at Wells Fargo Advisors LLC for seven years before joining Raymond James in 2016. Greer serves as an unpaid board member for HERO—Health Education to Reduce Obesity, a nonprofit focused on health education for underprivileged communities. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad 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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George M

CFP®, Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

George Mays III is a CFP®-designated financial advisor with Raymond James & Associates, bringing 19 years of industry experience. He previously worked at Bank of America, N.A. and Merrill, serving a combined 16 years at Merrill and 12 years at Bank of America. Outside of his advisory role, he is the owner and landlord of a rental property in Ponte Vedra Beach, FL. Raymond James & Associates is a 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 with a predominantly non-discretionary approach, supported by 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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Linda M

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Linda Macleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Bank of America and Merrill before joining Raymond James in 2019. Outside of her advisory role, she is a majority owner of Frontline Fencing, Inc., a minority-owned business in Jacksonville, 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide network of advisors.

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

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Frank Houston is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America, N.A. for nine years. Outside of advising, he is involved in real estate through Southern Impression Homes, where he licenses the construction arm as the General Contractor of record. 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 financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by comprehensive research and model options.

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

CFP®, Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Kendall Park is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. Prior to joining Raymond James, he worked at Bank of America for 10 years and Merrill for 27 years. He is a member and chairman of the Jacksonville Police and Fire Finance and Investment Committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and advisory services that emphasize tailored, non-discretionary consulting supported by various portfolio management styles and extensive affiliated resources.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Thomas Isaacs is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at UBS Financial Services for eight years before joining Raymond James in 2022. 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 wide range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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T. Michael H

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

T. Michael Hayse is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Patrick Brannam is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

William Dukelow is a financial advisor with Raymond James & Associates and holds Series 63 and Series 65 designations. He has 39 years of industry experience, including seven years at Wells Fargo Advisors and ten years at Raymond James. Dukelow is based in Ponte Vedra Beach, 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, institutional clients, and municipal entities—and offers 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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Sara G

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Sara Gill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior roles include positions at Merrill Lynch and Bank of America. Outside of her advisory work, she is involved with The Cruise Brothers, a travel agency business where she books travel for herself and family. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Susan Hedberg is a financial advisor at Raymond James & Associates with 39 years of industry experience. She has been with Raymond James & Associates since 2005. Hedberg holds Series 63 and Series 65 licenses. 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, charitable organizations, and governmental entities, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and model managers.

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

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Matthew Watson is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and 66 licenses and bringing 23 years of industry experience. He has worked with Raymond James & Associates since 2013, with a two-year period at Dunhill Financial from 2018 to 2020. Outside of his advisory role, he serves as a volunteer bookkeeper and treasurer for local Boy Scouts of America groups. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services, with a range of portfolio management styles supported by extensive research and a nationwide adviser force.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Mark Jones is a Series 66-licensed financial advisor with Raymond James & Associates, based in Ponte Vedra Beach, FL. He has 20 years of industry experience, including five years at BB&T Securities before joining Raymond James in 2020. 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 and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and a broad range of portfolio management options.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Carrie Stinchfield is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses with 30 years of industry experience. She has been with Raymond James & Associates since 2006. The firm oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutional entities, and municipal organizations. Raymond James & Associates provides financial planning and investment consulting through various programs, combining a range of portfolio management styles with firm research and affiliated sub-advisers.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Leigh Paul is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2019. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley, as well as a long tenure at Danberry Company. 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and research.

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

CFP®, Series 63

Ponte Vedra Beach, FL

Raymond James & Associates

Gary Perl is a CFP® with 26 years of industry experience, currently affiliated with Raymond James & Associates. He previously worked at Morgan Stanley and its related entities for 15 years. Outside of his advisory role, he is an owner of IOP Group LLC, a real estate business based in Jacksonville, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and model manager options.

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

Series 66, Series 63

Ponte Vedra Beach, FL

Raymond James & Associates

Tyler Nelson is a financial advisor with Raymond James & Associates holding Series 66 and Series 63 licenses and has four years of industry experience. He previously worked at Merrill for three years and has experience in various roles including at Deerwood Country Club and the University of North Florida. 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 non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Lynn Polley Hoffman is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Outside of her advisory role, she is involved in several business ventures as a managing member and serves as president of Need More Pink, Inc., a nonprofit networking group focused on promoting professional women. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning and investment consulting services with a range of portfolio management styles, and provides specialized municipal advisory services alongside its broad affiliate network.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Hamilton Neal is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL. He holds the Series 66 designation and has 26 years of industry experience, including 16 years at Wells Fargo Advisors LLC. Neal serves on the boards of The Florida Theatre and Investing in Kids, both nonprofit organizations, and is Vice President of the St. Augustine chapter of Business Networking International. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by affiliated research and model manager options.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Aimee Boggs is a financial advisor with Raymond James & Associates, holding Series 63 and 65 licenses and bringing 30 years of industry experience. She has worked at Raymond James & Associates since 2013 and is currently affiliated with The Gate Corporation, where she teaches yoga to club members on a part-time basis. Boggs is also a limited partner in a family partnership involved in commercial real estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services through a non-discretionary model, supported by a wide range of portfolio management styles and affiliated research resources.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Nick Hulling is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, following previous roles at Morgan Stanley Private Bank and Morgan Stanley from 2014 to 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Amy Barrett is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. She previously worked at BB&T Securities for three years and was involved with Mandarin Christian Church, also known as Christ's Church, for five years. 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 charitable organizations, offering financial planning and consulting through various specialized advisory programs.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Jerome Grause Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2006. 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 charitable organizations, offering financial planning and non-discretionary 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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David H

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

David Huffman is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2013. The firm is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, charitable organizations, and municipal entities. Raymond James offers financial planning and consulting services that are generally non-discretionary, supported by a range of portfolio management styles and in-house research.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Chandler Huffman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he worked at Economic Group Pension Services for three years and has experience in tutoring and retail sectors. Raymond James & Associates is a 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 a nationwide adviser network.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Troy Gibbs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2006. Outside of his advisory role, he serves as a finance committee member for the St. Pauls Annual Scholarship Golf Classic and is the founding president of the Marsh Island Home Owners Association. 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 and non-discretionary consulting backed by extensive research and a variety of portfolio management strategies.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Claudia Castellano is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America, Merrill, American Income Life Arias Agencies, and Duval County Public Schools. 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 charitable organizations—and offers financial planning and non-discretionary investment consulting supported by firm research and multiple portfolio management styles.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Joshua Perl is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. He previously worked at PricewaterhouseCoopers for three years and has academic experience at Texas A&M University and Texas Christian 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 municipal entities, offering financial planning and advisory services through a range of portfolio management styles and firm-supported research.

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

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Theresa Benson is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory work, she serves on the advisory board for the Central Florida chapter of the Exit Planning Institute and is a partner in Watermark Outdoors LLC, a professional fishing guide and concession business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal clients, offering financial planning and investment consulting with a range of portfolio management styles and research resources.

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

Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Keith Blades is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc. for a total of 12 years before joining Raymond James in 2020. 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 and non-discretionary investment consulting through multiple specialized programs.

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

Series 63, Series 66

Ponte Vedra Beach, FL

Raymond James & Associates

Simone Pitter is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2010 to 2021. 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, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Ryan Jones is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked at Raymond James & Associates since 2020 and previously at BB&T Securities from 2015 to 2020. Jones serves as a board member and trustee for several community organizations, including First Baptist Church, First Baptist Academy, AMI Kids, the Jacksonville Chamber of Commerce, and Pine Castle. 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, investment consulting, and institutional fiduciary solutions through tailored, generally non-discretionary advisory relationships.

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

Series 66

Ponte Verde Beach, FL

Raymond James & Associates

Shelby Burke is a financial advisor at Raymond James & Associates with seven years of industry experience. Holding a Series 66 credential, Burke has worked at Raymond James since 2019, following roles at Securities Service Network and Webbert Financial Planning. Raymond James & Associates is a large, dually 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 and consulting services that are generally non-discretionary, supported by a range of portfolio management styles and firm research.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Catherine Trinder Miller is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Raymond James since 2015. Outside her advisory role, she serves on the Financial Services Advisory Board at the University of North Florida and the board of the Association for Corporate Growth, and she co-leads a small group focused on values-aligned investing through the nonprofit Invest For Better. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a range of portfolio management styles supported by in-house research and affiliates, and it provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James & Associates

Samantha Mcmillan is a financial advisor with Raymond James & Associates in Ponte Vedra Beach, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes seven years at Wells Fargo Advisors LLC before joining Raymond James in 2016. Outside of finance, she has been involved in event production services in Jacksonville, FL, performing clerical and data entry duties. Raymond James & Associates is a large dually 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 and consulting that generally involve non-discretionary advisory relationships 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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