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Kurtis V

CFP®, Series 63, Series 65

Brandon, MS

Raymond James Financial

Kurtis Vande Streek is a CFP® professional with 16 years of industry experience, currently advising at Raymond James Financial in Brandon, MS. His prior experience includes roles at LPL Financial and Trustmark National Bank. He also has involvement with Trustmark Bank outside of his advisory role. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

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

CFP®, Series 66

Brandon, MS

Raymond James Financial

Justin Wilkerson is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial in Brandon, MS. His career includes roles at LPL Financial and Trustmark Bank. He is also involved with Trustmark Financial Services in a non-investment capacity. 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 clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support its 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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