Robin Reed is a financial advisor at Raymond James & Associates with 45 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years and J.J.B. Hilliard, W.L. Lyons, LLC for 5 years. He holds Series 63 and Series 65 designations. 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 consulting services with a range of portfolio management strategies.

Timothy Reed is a financial advisor at Raymond James & Associates with 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and J.J.B. Hilliard, W.L. Lyons, LLC. He co-owns MBT Enterprises LLC, a business unrelated to investment activities. Raymond James & Associates is a large institution serving individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Seanna Fields is a financial advisor with Raymond James & Associates in Springfield, MI, holding the Series 66 designation and bringing 18 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and J.J.B. Hilliard, W.L. Lyons, LLC for 6 years. Outside of her advisory role, she assists with checkwriting for her spouse’s business, Fields Electric, LLC. 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 fiduciary solutions, utilizing multiple portfolio management styles supported by affiliated research and model managers.

Lori Bagwell is a financial advisor with Raymond James & Associates in Springfield, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. She previously worked at Wealth Partners Alliance from 2021 to 2023. Bagwell serves as a trustee for a family-related investment entity and is a committee member involved in five-year planning for Leroy Township, focusing on local zoning and infrastructure. 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, delivering tailored, primarily non-discretionary financial planning and investment consulting.