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John D

Series 66

Concord, NH

Raymond James Financial

John Davidson is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2023. Prior to that, he spent eight years at Ameriprise and concurrently operates in leadership roles within accounting firms, serving as president and CEO of Davidson & Sons, Inc. and Davidson & Stone, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, supporting implementation through its advisory programs and other providers.

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

Series 66

Concord, NH

Raymond James Financial

Timothy Davidson is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, Inc. and Davidson & Stone PLLC. In addition to his advisory role, he owns a tax preparation business and is involved in accounting and consulting services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized municipal and retirement plan advisory programs.

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

Series 66

Concord, NH

Raymond James Financial

Adam Davidson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 14 years of industry experience. He previously worked at Ameriprise from 2015 to 2023 before joining Raymond James in 2023. Outside of his advisory role, he is involved in accounting and tax services as an officer and partner in two separate CPA-related businesses, Davidson & Sons, Inc. and Davidson & Stone, PLLC. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports its clients through various advisory programs and institutional consulting.

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

Series 66

Concord, NH

Raymond James Financial

Nathaniel Buiel is a financial advisor at Raymond James Financial with a Series 66 credential and four years of industry experience. He previously worked at Ameriprise and has been associated with Davidson & Stone, PLLC, and Davidson & Sons, where he provides tax preparation and financial advisory services. He is also a partner in a commercial real estate venture that houses his accounting and advisory practices. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports municipal and public finance 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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