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Edward R

Series 63, Series 65

Archbold, OH

Raymond James Financial

Edward Roth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Raymond James since 1991 and serves as an arbitrator on the FINRA Arbitration Panel. Outside of advising, Roth is an author of several books including a co-authored chapter in "Pay It Forward." 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 employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities such as municipal advising and a SIMPLE IRA Employer Advisory program.

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