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Kevin G

Series 63

Dayton, OH

Raymond James Financial

Kevin Green is a financial advisor with Raymond James Financial in Dayton, OH, holding a Series 63 designation and 30 years of industry experience. He previously worked at LPL Financial for 12 years before joining Raymond James in 2017. In addition to his advisory role, Green serves as an independent contractor and insurance agent with Harrison Wealth Management Group, where he conducts client meetings, investment research, and due diligence. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports a broad advisor network with services that include municipal advisory work and specialized employer consulting programs.

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

Series 66

Dayton, OH

Raymond James Financial

Ryan Harrison is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 credential and has worked both within Raymond James and at Harrison Wealth Management Group, Ltd. Outside of finance, he operated a lawn and landscape business for six years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses tailored, non-discretionary approaches supported by analytical and risk-profiling tools and offers specialized advisory programs such as SIMPLE IRA 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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Stephen W

Series 63

Dayton, OH

Raymond James Financial

Stephen Wray is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 21 years of industry experience. He worked at Edward Jones from 2005 to 2017 before joining Raymond James in 2017. Outside of advisory work, Wray serves on the boards of the Kiwanis charitable organization in Springboro, OH, and the YMCA in Coffman, OH. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public-finance advisory services uncommon among large institutional advisors.

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

Series 63, Series 65

Dayton, OH

Raymond James Financial

Christopher House is a financial advisor with Raymond James Financial in Dayton, OH, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Raymond James since 2017 and previously spent six years at LPL Financial. In addition to his advisory role, he is involved with Harrison Wealth Management Group, Ltd., where he manages office staff and engages in sales of non-variable life insurance and fixed annuities. 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 supports client implementation through various advisory programs, with specialized municipal and public finance capabilities.

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

Series 63

Dayton, OH

Raymond James Financial

Brandon Harrison is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked for LPL Financial, LLC (Linsco/Private Ledger Corp.) for 23 years before joining Raymond James in 2017. Outside of his advisory role, he serves as a trustee for his family trust and is owner and branch manager of Harrison Wealth Management Group, Ltd. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and supports a broad network of advisors and affiliated firms.

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

CFP®, Series 66

Dayton, OH

Raymond James Financial

Logan Myers is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Dayton, Ohio. He previously worked at UBS Financial Services for five years and has held various roles in financial services and education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services in municipal finance and retirement plan consulting.

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