Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Richard J

Series 63, Series 65

Boynton Beach, FL

Raymond James Financial

Richard Jackson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has worked at Raymond James since 2009 and also serves as an independent contractor financial advisor for Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals while supporting municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Martha I

Series 63, Series 65

Boynton Beach, FL

Raymond James Financial

Martha Innes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked with Raymond James in various capacities since 2002 and serves on the Seacrest Towers Condominium Association board. Outside of her advisory role, she is associated with Connor Financial Group in a branch support capacity and as an independent contractor advising clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and strategic consulting with a notable emphasis on municipal finance and retirement plan advisory services.

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

Margaret V

Series 63

Boynton Beach, FL

Raymond James Financial

Margaret Vrane is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and also serves as an independent contractor financial advisor at Connor Financial Group. 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 non-discretionary planning and consulting tailored to client goals, utilizing advanced modeling tools and supports municipal and public finance work through unique municipal advisor affiliations.

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

Victor C

Series 63, Series 65

Boynton Beach, FL

Raymond James Financial

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 49 years of industry experience. His prior roles include positions at Citigroup Global Markets and various capacities within Raymond James since 2003. He also serves as CEO and principal of multiple financial services support companies, including Connor Financial Group and CFG Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individual investors to institutional clients. The firm employs tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)