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Joel W

Series 66

Brewer, ME

Raymond James Financial

Joel West is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and has been affiliated with Raymond James Financial Services since 2003. West serves as a finance and investment committee member for the nonprofit Anah Shriners. 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 institutions. The firm uses tailored, non-discretionary planning and consulting with analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Brewer, ME

Raymond James Financial

Chase Harkins is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has worked at firms including Spark and Duff & Associates. Prior to his advisory roles, he held positions in retail and construction sectors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and modeling to tailor non-discretionary planning and supports clients through various advisory programs.

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