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Sheridan O

CFP®, Series 66

Cary, NC

Raymond James Financial

Sheridan O’Connor is a CFP® professional with 13 years of experience in the financial services industry. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. He is a founding partner of O’Connor Wealth Group. 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, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling 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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Ryan T

Series 66

Cary, NC

Raymond James Financial

Ryan Tankelewicz is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Janney Montgomery Scott. He is associated with Buckner Wealth Management LLC as an employee financial advisor and has a minor role as an independent contractor with Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and specialized advisory programs.

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

Series 66

Cary, NC

Raymond James Financial

Kenneth Buckner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James and the Four Corners Advisor Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains a range of specialized programs, including municipal finance and SIMPLE IRA employer advisory services.

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