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Joshua W

Series 63, Series 66

Gastonia, NC

Raymond James Financial

Joshua White is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Raymond James and affiliated firms since 2016 and previously worked at Cornerstone Wealth and Securities America Advisors, Inc. 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 institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

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

Series 66

Gastonia, NC

Raymond James Financial

Nathan Bragg is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, Bragg worked at Ameriprise Financial and is also involved with Bluestone Financial Advisors, where he assists with client service and business efficiencies. Outside of advisory work, he serves as assistant treasurer for the Rotary Club of Gastonia and officiates youth soccer games in the Carolinas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor recommendations and supports its offering with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

CFP®, Series 63

Gastonia, NC

Raymond James Financial

Christopher Pridnia is a CFP®-designated financial advisor with 38 years of industry experience, currently with Raymond James Financial in Gastonia, NC. He has been associated with Raymond James and its affiliates since 2004 and is also an owner of Bluestone Financial Advisors Inc. Outside of his advisory work, he has a 50% ownership stake in VP Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting a broad client base through an extensive network of advisors.

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

Series 66

Gastonia, NC

Raymond James Financial

Andrew Osborne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Osborne serves as treasurer on the advisory board of Crisis Assistance Ministry for Christians and Jews, where he reviews monthly financial statements. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools 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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Connor P

Series 66

Gastonia, NC

Raymond James Financial

Connor Pridnia is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Bluestone Financial Advisors and Raymond James Financial Services Inc. Outside of his advisory role, he is associated with Bluestone Financial, a non-investment-related business. 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, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

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