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Paul G

Series 63, Series 65

Charlotte, NC

Raymond James Financial

Paul Gaskin is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Wells Fargo Advisors Financial Network before joining Raymond James in 2017. He also manages Gaskin Asset Management, an independent financial services company associated with his firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes tailored, non-discretionary planning and consulting supported by analytical tools, serving a broad client base that includes high-net-worth individuals and organizations.

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

Series 66

Charlotte, NC

Raymond James Financial

Summer Sneed is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2022. Outside of her advisory role, she has been involved with Providence Baptist Church for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with advanced analytical tools and specialized municipal and 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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Dennis R

CFP®, Series 63, Series 66

Charlotte, NC

Raymond James Financial

Dennis Rankowitz is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 66 licenses. He has six years of industry experience, including roles at Avatar Securities, Xanthus Capital Management, Axa Advisors, and Wells Fargo. Outside of Raymond James, he works as a portfolio strategist and financial advisor with Gaskin Asset Management in Charlotte, NC. 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 offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

CFP®, Series 66

Charlotte, NC

Raymond James Financial

Ivey Baker is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial in Charlotte, NC. Prior to joining Raymond James, Baker worked at Wells Fargo Advisors and has been involved with Appalachian State University's Department of Finance and Banking. Outside of advisory work, Baker owns IBFitClub, a lifestyle business focused on women's health, fitness, ADHD, parenting, and wellness content, delivered via Substack, Instagram, and in-person workouts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory services, distinguishing itself with specialized programs and targeted partnerships.

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

Series 63, Series 65

Charlotte, NC

Raymond James Financial

Robert Gaskin is a financial advisor with Raymond James Financial Services Advisors Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Raymond James since 2017 and was previously with Wells Fargo Advisors Financial Network LLC for eight years. Gaskin is also the managing member and CEO of Gaskin Asset Management, LLC, a financial planning and asset management practice he has operated since 2006. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a non-discretionary, tailored advisory approach supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting services.

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