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Ivana B

Series 66

St Louis, MO

Raymond James & Associates

Ivana Blagojevic is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. She previously worked at LPL Financial and BMO Harris Financial Advisors. 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 services through various portfolio management styles and affiliated research resources.

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

Series 66

St Louis, MO

Raymond James & Associates

Charles Curtis is a Series 66 licensed financial advisor with two years of industry experience. He is currently with Raymond James & Associates in St. Louis, MO. His prior work history includes roles at Matillion, Parry's Pizzeria & Taphouse, Plante Moran, and Crosslin. 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 municipal entities, offering financial planning and investment consulting with various portfolio management approaches.

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

Series 63, Series 66

St Louis, MO

Raymond James & Associates

James Pohlman Jr. is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on 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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Eric C

Series 66

St Louis, MO

Raymond James & Associates

Eric Caselton is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked previously in education with the Kirkwood School District and in the construction sector at Clayco and Holder Construction. 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 municipalities, 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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Mark C

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Mark Caselton is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes multiple 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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Nicole Anna M

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Nicole Anna Mc Ilwaine is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. She previously worked at Edward Jones for 14 years before joining Raymond James in 2020. Raymond James & Associates is a large 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 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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Douglas C

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Douglas Coombs is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 registrations and bringing 42 years of industry experience. He has been with Raymond James Associates since 2009. Outside of his advisory work, he serves on the Kirkwood Citizens Finance Committee. 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 municipalities, offering financial planning, advisory consulting, and institutional fiduciary solutions.

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

Series 66

St Louis, MO

Raymond James & Associates

Kara Hill Kuehner is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and previously worked at Forsyth Advisors and the University of Missouri - Columbia. 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 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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Martin B

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Martin Bry III is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 licenses and over 41 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he is a partner in the Lost Tribesman Investment Club, a private investment group. 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 provides financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

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

CFP®, Series 66

St Louis, MO

Raymond James & Associates

Charles Fagan is a CFP® professional with 20 years of industry experience, currently associated with Raymond James & Associates since 2011. Based in St. Louis, MO, he holds the Series 66 designation and has spent 15 years with his current firm. 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, providing financial planning and investment consulting primarily through non-discretionary advisory services supported by various portfolio management styles and affiliated research.

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

Series 63, Series 65

St Louis, MO

Raymond James & Associates

John Simpson is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2014. 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 municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and portfolio management options.

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

Series 66

St Louis, MO

Raymond James & Associates

Linda O'Connor is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James & Associates since 2016. 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 and pension plans, and charitable organizations, 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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Thomas B

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Thomas Biermann is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2010. 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 clients, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through multiple specialized divisions.

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

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Gerald Padawer is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved with the Conwood Group, a personal investment business. 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, charitable organizations, 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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Steven L

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Steven Lesko is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through 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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Kevin D

Series 63, Series 66

St Louis, MO

Raymond James & Associates

Kevin David is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2015. Outside of his advisory role, he serves as a co-trustee for his parents' investment-related matters. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research support.

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

Series 66

St Louis, MO

Raymond James & Associates

Clifford David is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has previously worked at Golden Road Brewing and Anheuser-Busch. 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 investors, 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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Jonathan M

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Jonathan Mueller is a financial advisor with Raymond James & Associates in St. Louis, Missouri, holding Series 63 and Series 65 licenses and more than 40 years of industry experience. He has been with Raymond James & Associates since 2011. 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 investors, and municipal entities, offering financial planning and investment consulting through various tailored, non-discretionary programs supported by an extensive network of research and portfolio management resources.

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

Series 63, Series 65

St Louis, MO

Raymond James & Associates

Michael O'Meara is a financial advisor with Raymond James & Associates in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James for 20 years. Outside of his advisory role, he is a passive investor in several private investment ventures. 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 extensive research and multiple portfolio management strategies.

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

Series 66

St Louis, MO

Raymond James & Associates

Brenda Spychalski is a financial advisor with Raymond James & Associates in St. Louis, MO, holding a Series 66 designation and 16 years of industry experience. She previously worked at Edward Jones for a total of 17 years, with a brief one-year gap in employment. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

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