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Adam P

Series 63, Series 65

Granville, OH

Raymond James Financial

Adam Ponton is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Raymond James since 2016. Ponton also serves as president of Ponton Professional Services, LLC, a support entity related to his insurance business activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting a broad advisor network and specialized municipal and public finance services.

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

Series 63, Series 65

Granville, OH

Raymond James Financial

Marcia Ponton is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Raymond James since 2012. Outside of her financial advisory role, she serves as a health and life insurance agent and holds leadership positions in related financial service activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.

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