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Matthew M

Series 66

Cheyenne, WY

Raymond James Financial

Matthew Migliaccio is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at LPL Financial, CUSO Financial Services, and Blue Federal Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services, along with specialized programs such as 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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Kevin G

Series 63, Series 66

Cheyenne, WY

Raymond James Financial

Kevin Guille is a financial advisor with Raymond James Financial in Cheyenne, Wyoming, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Raymond James Financial since 1999 and previously spent 12 years at Rockwood Financial, LLC. Guille also owns Kevin Guille Strategic Wealth Management, an LLC established to operate his financial branch in Cheyenne. 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 investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through unique affiliations.

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

Series 63, Series 66

Cheyenne, WY

Raymond James Financial

Patrick Klipstein is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. He previously worked at RBC Capital Markets for 18 years and Rockwood Financial Services LLC for 6 years. Outside of finance, Klipstein is involved in agricultural ventures, owning and managing a cattle ranch and participating in a family farm in Cheyenne, Wyoming. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal finance and employer advisory programs.

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

Series 66

Cheyenne, WY

Raymond James Financial

Krista Foley is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Raymond James Financial. Her prior experience includes roles at Charles Schwab and Co., Inc., Cambridge Investment Research, Inc., and T Rowe Price. She is also employed as a financial advisor at Kevin Guille Strategic Wealth Management, where she assists with client relations and portfolio construction. 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 institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA consulting.

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