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Nathaniel S

CFP®, Series 63, Series 65

Bedford, NH

Raymond James Financial

Nathaniel Shaw is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Bedford, NH. He has been with Raymond James Financial and Raymond James Financial Services since 2011. Outside of his advisory role, Shaw is involved in mentorship at NH Bookkeeping Services LLC and engages in fixed annuity transactions as a licensed insurance agent. 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 and consulting, using various 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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Robert H

CFP®, Series 66

Bedford, NH

Raymond James Financial

Robert Hermann is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial in Bedford, NH. His background includes over two decades with Fidelity Brokerage Services and roles at Strategic Advisers, LLC. In addition to his advisory work, he is associated with Paquette and Shaw Financial Services LLC, where he provides financial planning and investment assistance. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through its advisory programs and affiliations.

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

CFP®, Series 63, Series 65

Bedford, NH

Raymond James Financial

Michael Paquette is a CFP® professional with 28 years of industry experience, currently advising at Raymond James Financial Services, Inc. since 2013. He is also a partner at Kiersten Rose Realty Trust, LLC, a real estate brokerage and development firm. Outside of financial advisory, he holds ownership and consulting roles in several small businesses, including a startup and a bookkeeping service. 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 employs analytical tools to inform client decisions, supporting implementation through various advisory programs.

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

Series 66

Bedford, NH

Raymond James Financial

Derik Paquette is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. His prior work includes roles at SemiGen, Inc and Vishay Ultrasource, as well as multiple positions associated with Northeastern University and Rogers Corporation. He is also an associate with Paquette & Shaw Financial Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through unique affiliations.

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