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Carolyn C

Series 63, Series 65

Rolling Hills Estates, CA

Raymond James & Associates

Carolyn Cahill Asher is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Raymond James since 2008. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services among other investment solutions.

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

Series 63, Series 65

Rolling Hills Estates, CA

Raymond James & Associates

Deborah Hines is a financial advisor at Raymond James & Associates with 29 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James in 2018. Hines serves as a director of the Leads Networking Group in Redondo Beach. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in client assets. The firm serves individuals, institutions, pension plans, 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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David A

Series 65, Series 63

Rolling Hills Estates, CA

Raymond James & Associates

David Allen is a financial advisor with Raymond James & Associates and holds Series 65 and Series 63 designations. He has 43 years of industry experience, including positions at Vivaldi Capital Management, Cornerstone Wealth Management, NOVA Financial & Insurance Services, and Kestra Investment Services. 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, charitable organizations, and municipal entities, offering services such as 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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Kaylee E

Series 66

Rolling Hills Estates, CA

Raymond James & Associates

Kaylee Elsom is a financial advisor with Raymond James & Associates, holding a Series 66 credential and one year of industry experience. Prior to her current role, she has held positions at Bend Parks and Recreation, POWDR Corp, and Mt Bachelor Zipline, and has been involved with Linfield University and Insure Pacific, an insurance agency where she occasionally assists. 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 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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Richard S

CFP®, Series 66

Rolling Hills Estates, CA

Raymond James & Associates

Richard Sloss is a CFP®-credentialed financial advisor with nine years of industry experience. He currently works at Raymond James & Associates and previously spent nine years at Edward Jones and three years at Paychex Inc. 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, pension plans, and charitable organizations, offering financial planning and consulting services through a 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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Deric W

Series 66

Rolling Hills Estates, CA

Raymond James & Associates

Deric Wild is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing six years of industry experience. His prior roles include positions at JPMorgan Chase and Wells Fargo. Outside of his advisory work, he operates an online business selling artistic and collectible goods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by extensive research, a range of portfolio management styles, and specialized municipal advisory services.

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

Series 66

Rolling Hills Estates, CA

Raymond James & Associates

Michelle Ped is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2015. 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 institutional fiduciary solutions.

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

Series 63, Series 65

Rolling Hills Estates, CA

Raymond James & Associates

Christopher Rossberg is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 2008. 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 a range of financial planning and consulting services supported by extensive research and multiple portfolio management strategies.

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