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Kevin N

CFP®, Series 66

Chillicothe, OH

Raymond James Financial

Kevin Norman Jr. is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Wells Fargo Advisors for eight years before joining his current firm in 2023. Outside his advisory role, he operates an independent investment practice and is involved in business management activities including budgeting and forecasting for a local enterprise. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, corporations, and institutional clients. The firm uses analytical tools for tailored, non-discretionary planning and supports its advisory network with specialized programs in municipal finance and employer retirement plans.

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