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R C

Series 66

Chicago, IL

Raymond James Financial

R Carson is a financial advisor with Raymond James Financial in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He previously worked at Wells Fargo Advisors for six years and Edward Jones for twelve years. Outside of his advisory role, he manages Jeller Wealth Management, a support company based in Chicago. 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 planning and consulting using analytical tools and supports clients through various advisory programs and specialized institutional services.

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

Series 66

Chicago, IL

Raymond James Financial

Ellie Lien is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. She holds a Series 66 designation and previously worked at Advantis and LegalZoom. Lien serves as a committee member for the Josephinum Academy of the Sacred Heart and is employed as a financial advisor partner at WillowTree Financial Solutions. 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 clients. The firm offers tailored, non-discretionary planning and employs analytical tools such as 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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Sengchanh V

Series 66

Chicago, IL

Raymond James Financial

Sengchanh Van Many is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James and its affiliated entities since 2008. He is also affiliated with Concordia University since 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning 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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Jennifer S

Series 63, Series 65

Chicago, IL

Raymond James Financial

Jennifer Stickler is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2006. She is also involved in an independent advisor network she co-owns. Raymond James Financial Services Advisors, Inc. provides a range of financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning based on risk profiling and analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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