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William S
Series 63, Series 65
Branford, CT
Raymond James Financial
William Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Raymond James since 2014. Outside of advising, he is the owner of the Thimble Islands Ferry Company, which operates ferry boats serving residents near Branford, CT. 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 supports a wide network of advisors with various advisory programs and consulting services.
Keith E
Series 66
Branford, CT
Raymond James Financial
Keith Elis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Elis is a 50% owner and partner of Smith and Elis, LLC, a support company related to his Raymond James branch. 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, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
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