William Moran is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and Columbia Bank prior to joining Raymond James. Moran is also associated with Columbia Wealth Advisors, a firm affiliated with Umpqua Bank. 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 institutions. The firm provides customized non-discretionary planning and consulting, employing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sean Breen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Cetera, Ameriprise Financial Services, and New York Life Insurance Company. He is also an associate at Columbia Wealth Advisors in Bellevue, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance advisory services.