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Ryan M

Series 66

Akron, OH

Raymond James Financial

Ryan Mc Cauley is a financial advisor at Raymond James Financial with six years of industry experience. He previously worked at Bank of America for six years before joining Raymond James Financial Services in 2020. Outside of his advisory role, he works as a DoorDash driver. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Evan M

CFP®, Series 66

Akron, OH

Raymond James Financial

Evan Mccauley is a CFP® with 12 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2017. Prior to this, he worked at Merrill Lynch from 2014 to 2017. Outside of his advisory role, he is a board member and finance committee participant for the Great Trail Council of the Boy Scouts of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rebecca S

Series 63, Series 65

Akron, OH

Raymond James Financial

Rebecca Sarno is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill and PNC Investments. Outside of her advisory role, she owns and operates a hazelnut orchard through Grand River Orchard LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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