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Angela D

Series 66

Canton, OH

Raymond James Financial

Angela Duraine is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Outside of her advisory role, she is involved with PortfolioVision, Inc., a support company based in Canton, Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and consulting using quantitative tools and supports a wide 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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Matthew N

CFP®, Series 66, Series 63

Canton, OH

Raymond James Financial

Matthew Nieschwitz is a CFP® professional with six years of industry experience, currently an advisor at Raymond James Financial in Canton, OH. His prior roles include positions at Key Investment Services, KeyBank, Citizens Bank, and PNC Bank. Outside of his advisory work, he is associated with PortfolioVision, a support company where he serves as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports institutional consulting through a large 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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Joseph L

Series 66

Canton, OH

Raymond James Financial

Joseph Laubacher is a Series 66 licensed advisor with 18 years of experience, currently with Raymond James Financial in Canton, Ohio. Prior to joining Raymond James in 2018, he worked at McGervey Wealth Management for two years. He is also an associate employee at PortfolioVision, a support company in Canton. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors with specialized services including municipal advisory and employer consulting programs.

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

Series 66

Canton, OH

Raymond James Financial

Melissa Longsdorf is a financial advisor with Raymond James Financial, holding the Series 66 designation and 11 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. since 2017 and previously spent four years at Merrill. She is also associated with PortfolioVision in a support role outside of investment activities. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports both advisory programs and institutional consulting, with unique offerings in municipal and public finance.

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

Series 63

Canton, OH

Raymond James Financial

Randy Mcgill is a financial advisor with Raymond James Financial in Canton, Ohio, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and its affiliate Raymond James Financial Services since 2000. Outside of his advisory role, he owns Diamond Dreams Sports Academy, a baseball and softball training facility. 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 offers tailored, non-discretionary planning and emphasizes analytical tools to guide client decisions, supporting its recommendations through advisory programs and partnerships.

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

Series 63, Series 66

Canton, OH

Raymond James Financial

Bridget Beddell is a financial advisor with Raymond James Financial Services Advisors Inc. in Canton, Ohio. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Since 2015, she has been associated with Raymond James Financial Services and also works as an associate with PortfolioVision. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory 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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