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Bryan M

Series 66

Wyandotte, MI

Raymond James & Associates

Bryan Morgan is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding a Series 66 designation and 14 years at Raymond James, including 5 years of industry experience. He serves as a board and committee member for First Step, a nonprofit organization, where he assists with event planning and fundraising and participates in finance committee duties. 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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Jeanette C

Series 65, Series 63

Wyandotte, MI

Raymond James & Associates

Jeanette Clinton is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Raymond James, she worked nearly two decades at Magni Industries and spent a year in homemaking. 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 broad 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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Vonda G

CFP®, Series 63, Series 65

Wyandotte, MI

Raymond James & Associates

Vonda Grant is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2012. She holds the Series 63 and Series 65 licenses and is based in Wyandotte, MI. 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 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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