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Douglas M

Series 63, Series 65

Bothell, WA

Raymond James Financial

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

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

Series 66

Bothell, WA

Raymond James Financial

Sarah Hand is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial since 2021, following 16 years at Wells Fargo Advisors LLC. Outside of her advisory role, she is employed as a Senior Registered Client Associate at Legacy Wealth Partners. 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 tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal finance 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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Monica L

Series 63, Series 66

Bothell, WA

Raymond James Financial

Monica Lorimor is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing. Outside of finance, she is the owner of Scott's Cutting Edge Lawn Care, Inc., a business she has operated since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.

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

Series 66

Bothell, WA

Raymond James Financial

Jeffrey Anderson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Anderson is also the owner and manager of Legacy Wealth Partners, a support company based in Bothell, WA. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 63, Series 65

Bothell, WA

Raymond James Financial

Scott Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory work, he serves as president of a local Business Network International chapter and co-presents on faith and finances through Generosity University at Compass City Church. 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 advice supported by analytical tools and has a municipal advisor affiliation that supports its public finance services.

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