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Tracy C

Series 66

Greensboro, NC

Raymond James Financial

Tracy Cottingham V is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, Cottingham held academic positions at North Carolina State University, Ohio State University, and Marshall University. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs with an emphasis on technology, cybersecurity, 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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Tracy C

Series 65, Series 66

Greensboro, NC

Raymond James Financial

Tracy Cottingham IV is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Pinnacle Bank/Pinnacle Financial Partners since 2020, Wells Fargo Clearing from 2016 to 2020, and Merrill from 2001 to 2007. He is also involved as an associate employee with Capstone Investment Company and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using advanced analytical tools and supports municipal and public finance work through its 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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Jeffrey C

Series 63, Series 65

Greensboro, NC

Raymond James Financial

Jeffrey Chesson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services and Wachovia Bank. He is also involved with Capstone Investment Partners and Pinnacle Asset Management, providing financial and wealth management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning utilizing advanced analytical tools and supports municipal and public-finance work through a unique affiliation not common 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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