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Robert P
Series 63, Series 65
Sarasota, FL
Raymond James & Associates
Robert Pesce is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2015. 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 including individuals, institutions, and municipal entities, offering financial planning and consulting services that leverage a range of portfolio management styles and affiliated research.
John S
Series 66
Sarasota, FL
Raymond James & Associates
John Schloss is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory work, he owns rental real estate properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Michael M
Series 63, Series 65
Sarasota, FL
Raymond James & Associates
Michael Mcnamee is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spending a combined 11 years at those firms. 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 through a range of portfolio management styles and affiliated research resources.
Ruth D
CFP®, Series 63
Sarasota, FL
Raymond James & Associates
Ruth Doepel is a CFP® with 30 years of industry experience and has been with Raymond James & Associates since 2008. She is based in Sarasota, FL, and holds a Series 63 license. Outside of her advisory role, she owns The DW Group LLC. Raymond James & Associates is a large 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 non-discretionary approach and provides access to a range of portfolio management styles and affiliated research resources.
Jeffrey P
Series 63, Series 66
Sarasota, FL
Raymond James & Associates
Jeffrey Porasik is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Raymond James in 2018. He is based in Sarasota, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research.
Michael M
Series 63, Series 65, Series 66
Sarasota, FL
Raymond James & Associates
Michael Murphy is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Merrill. He is also the owner of Dirigo Capital Management LLC, a private investment business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, drawing on diverse portfolio management styles and affiliated research while maintaining mostly non-discretionary client relationships.
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