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Bryan D
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Bryan Dunn is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes positions at Wells Fargo Clearing and UBS Financial Services. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.
Tyler W
Series 66
Scottsdale, AZ
Raymond James & Associates
Tyler Wieczorek is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he was a student for eleven years. He serves as a board member and treasurer for The Arc of Arizona, where he oversees governance and financial oversight. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Edward P
Series 65, Series 63
Scottsdale, AZ
Raymond James & Associates
Edward Plotkin is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes roles at Raymond James since 2018, as well as prior positions at BOK Financial Securities, Zions Capital Advisors, Midfirst Bank, UBS Financial Services, and Merrill. 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 governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Joshua A
CFP®, Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Joshua Aylesworth is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience 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, supported by a nationwide network of advisors.
Ryan R
ChFC®, Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Ryan Rothermund is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. He has worked at Morgan Stanley Smith Barney for 20 years. Outside of his advisory role, Rothermund serves on the finance committee of the United Food Bank in Mesa, Arizona. 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 wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning, consulting, and institutional fiduciary solutions primarily through non-discretionary relationships.
Andrew S
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Andrew Siegel is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing and multiple Morgan Stanley entities. Outside of his advisory work, he is a co-owner of Siegel-Imhoff Investments, LLC, which is pursuing the acquisition of a small campground in California. 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, non-discretionary investment consulting, and institutional services, supported by a wide range of portfolio management styles and affiliated research.
Michelle A
Series 66
Scottsdale, AZ
Raymond James & Associates
Michelle Allen is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years before joining Raymond James in 2026. In addition to her financial career, Allen holds a law license from the State Bar of Arizona and serves as a personal representative for a family member. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and charitable organizations with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.
Robert P
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Robert Parker is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2012. Outside of his advisory role, he is an officer and secretary of a business owner entity, Blimpie of New Mexico, based in Phoenix, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with access to various portfolio management styles and municipal advisory services.
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