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Matthew D

Series 63, Series 66

Birmingham, AL

Raymond James Financial

Matthew Di Salvo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at firms including BBVA Wealth Solutions and PNC Bank. In addition to his advisory role, he is an associate at Pinnacle Financial Partners, where he engages with clients on banking and investment needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports its services with advanced analytical tools and specialized programs.

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

CFP®, Series 63

Birmingham, AL

Raymond James Financial

Robert Smith Jr. is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Birmingham, AL. He previously worked for Bbva Wealth Solutions Inc. and related entities for six years. In addition to his advisory role, he is a financial consultant with Pinnacle Asset Management and Pinnacle Financial Partners, assisting clients with financial planning and securities implementation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer advisory programs.

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