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Brandon P

Series 66

Greensboro, NC

Raymond James Financial

Brandon Persia is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 11 years of industry experience. He previously worked at Starboard Wealth Advisors and has been associated with Raymond James since 2014. Outside of finance, he is employed as a bartender with the Bravo Brio Restaurant Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

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

CFP®, Series 65, Series 66

Greensboro, NC

Raymond James Financial

Henry Persia is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2013. He is also the owner and president of Starboard Wealth Advisors, Inc., a branch support company for his Raymond James practice. 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 utilizes non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors and advisory firms.

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