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Blane W
Series 63, Series 66
Westminster, MD
Raymond James & Associates
Blane Wright is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Raymond James & Associates since 2018, with previous roles at TD Ameritrade and Scottrade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and affiliated research, and offers municipal advisory services alongside market-making and execution in municipal and government bonds.
Lisa G
Series 66
Westminster, MD
Raymond James & Associates
Lisa Goretsas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she serves as an officer and secretary for Evergreen Builders, Inc., and holds board positions with the Human Services Program of Carroll County, Inc. and YES!. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by research and model manager options.
Gregory W
CFP®, Series 66
Westminster, MD
Raymond James & Associates
Gregory Wagner is a CFP® professional affiliated with Raymond James & Associates, with 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citizens Securities. Outside of his advisory work, he serves as power of attorney for a family member in full nursing care. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, emphasizing tailored, non-discretionary advice supported by extensive research and a range of portfolio management styles.
Troy P
Series 66
Westminster, MD
Raymond James & Associates
Troy Petry is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2011. Outside of his advisory role, he is involved with Collectors Clubhouse. 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 and consulting services with a range of portfolio management styles and affiliated research resources.
Edward M
CFP®, Series 66
Westminster, MD
Raymond James & Associates
Edward Myers is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2009. He holds the Series 66 designation and is based in Westminster, MD. Myers is also the owner of Kairos Wealth Advisors, LLC, a business entity established to manage the lease of his Raymond James office location. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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.
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