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Quincey B
CFP®, Series 66
Bozeman, MT
Raymond James Financial
Quincey Beauchaine is a CFP® with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Hudak Financial Strategies and has owned and operated Always B, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique advisory affiliation.
Rebecca S
Series 66
Bozeman, MT
Raymond James Financial
Rebecca Skirvin is a Series 66-licensed advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. Her background includes roles in aviation security management and community athletic organizations. She is involved with the Gallatin Valley Homeschool Christian Athletic Association and Horseshoe Hills Volleyball. 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 institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports municipal and public finance work through unique affiliations.
Alex H
Series 63, Series 65
Bozeman, MT
Raymond James Financial
Alex Hudak is a financial advisor with Raymond James Financial in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James Financial since 1999 and is also president of Hudak & Associates, Inc., a support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs and other providers, with specialized services in municipal and public finance and SIMPLE IRA employer advisory programs.
Nicholas W
Series 66
Bozeman, MT
Raymond James Financial
Nicholas Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and three years of industry experience. His background includes roles at firms such as Hudak Financial Strategies and Stone Leaf Financial. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and delivers specialized services such as municipal and public-finance advising and SIMPLE IRA Employer Advisory & Consulting Services.
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