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Lisa J

Series 63, Series 65, Series 66

Fargo, ND

Raymond James Financial

Lisa Juvette is a financial advisor with Raymond James Financial in Fargo, ND, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001. Outside of advising, she is also an insurance agent specializing in term and non-variable permanent insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs, including municipal and public finance 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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Jody L

Series 63, Series 66

Fargo, ND

Raymond James Financial

Jody Liljequist Greuel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked with Raymond James Financial Services since 1995 and is also involved as an officer and treasurer in Markey & Associates, Inc., a support company she owns. 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 charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has unique capabilities in municipal and public finance advisory services.

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