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Philip S

Series 63, Series 66

Brighton, MI

Raymond James Financial

Philip Spoljarick is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked at various Raymond James entities since 2010 and had a prior role at Charles Schwab in 2010. He also operates Quadrant A Capital Management as an independent contractor, providing financial planning and investment management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses risk profiling and analytical modeling to tailor its non-discretionary planning and encourages implementation through its advisory programs or other providers.

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

Series 63, Series 65

Brighton, MI

Raymond James Financial

Mark Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 registrations and has 32 years of industry experience, including prior roles at Merrill and Bank of America. He is also associated with Quadrant A Capital Management, where he works alongside the branch manager and owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

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