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Patricia W

Series 63, Series 66

Sycamore, IL

Raymond James & Associates

Patricia Wilson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and possessing nine years of industry experience. She 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, investment consulting, and specialized municipal advisory services.

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

Series 66

Sycamore, IL

Raymond James & Associates

Travis Thompson is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. He previously worked for FNBO for ten years before joining Raymond James in 2022. 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, institutions, pension and profit-sharing plans, charitable organizations, and government 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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Mark O

Series 63, Series 65

Sycamore, IL

Raymond James & Associates

Mark Overby is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory work, he manages a rental real estate property. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range 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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Kevin S

Series 66

Sycamore, IL

Raymond James & Associates

Kevin Sullivan is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked in a variety of roles, including positions with Topstep LLC and the Chicago Cubs. 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, charitable organizations, and government entities, 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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