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Kelly B

Series 65, Series 63

Dublin, OH

Raymond James Financial

Kelly Bartko is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been associated with Raymond James Financial Services since 2005 and also owns Robinson, Piazza, & Jones LLC, a support company based in Dublin, Ohio. 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, corporations, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports clients through its advisory programs and institutional consulting network.

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

Series 63, Series 65

Dublin, OH

Raymond James Financial

Donald Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior work includes roles at Columbus Divorce Advisors and A Better Divorce Solution, where he has been involved since 2018. Morris is also a Certified Divorce Financial Analyst and an industry arbitrator for FINRA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.

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

Series 63, Series 65

Dublin, OH

Raymond James Financial

Robert Piazza is a financial advisor with Raymond James Financial in Dublin, Ohio, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been a partner at Robinson, Piazza & Jones LLC since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work 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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Kara S

Series 66

Dublin, OH

Raymond James Financial

Kara Schoch is a financial advisor at Raymond James Financial in Dublin, OH, holding a Series 66 designation with one year of industry experience. Her background includes roles outside the financial industry, such as working with Rogue Fitness and as a nanny. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and supports its clients through advisory programs and consulting services, with a notable presence in municipal and public finance.

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