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Ivan B

Series 66

Tucson, AZ

Raymond James & Associates

Ivan Burrola is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019 before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

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

Series 63, Series 65

Tucson, AZ

Raymond James & Associates

Gail Giclas is a financial advisor at Raymond James & Associates with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Gail is based in Tucson, 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 individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63, Series 65

Tucson, AZ

Raymond James & Associates

Stephen Neff is a financial advisor with Raymond James & Associates in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He worked at Merrill for 40 years before joining Raymond James in 2017. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Series 63

Tucson, AZ

Raymond James & Associates

Joel Estes is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a business advisor to the Tucson Conquistadores Foundation. 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 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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Miguel Q

Series 63, Series 65

Tucson, AZ

Raymond James & Associates

Miguel Quinones is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Raymond James since 2017, following positions at Summit Trail Securities, LLC and Summit Trail Advisors. Raymond James & Associates is a large, dual-registered broker-dealer and 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 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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Kim O

CFP®, Series 63, Series 66

Tucson, AZ

Raymond James & Associates

Kim Ohler is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, Kim worked at National Bank of Arizona and LPL Financial. 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 tailored financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

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