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Carol C

Series 63, Series 65

Albuquerque, NM

Raymond James Financial

Carol Crowder is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial LLC and Waddell & Reed. Crowder is also involved with Innovative Wealth Planning LLC and Oasis Financial Solutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting clients through various advisory programs and maintaining specialized offerings such as municipal advisory and SIMPLE IRA employer consulting services.

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

CFP®, Series 66

Albuquerque, NM

Raymond James Financial

Adriane Callinan is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having previously worked at LPL Financial and Waddell & Reed, Inc. Callinan also operates Innovative Wealth Planning LLC, a business focused on tax and investment planning. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical modeling and supports its recommendations through various advisory programs and partnerships.

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