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Tony W

Series 63, Series 66

Greenwood Village, CO

Raymond James Financial

Tony Wittrock is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Legacy Private Wealth Partners. He is also involved with Wayfinder Financial Services in Greenwood Village, CO. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains notable capabilities in municipal 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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King C

Series 66

Greenwood Village, CO

Raymond James Financial

King Cavalier is a financial advisor at Raymond James Financial, holding a Series 66 credential with 15 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors for five years. Outside of his advisory role, he is president of Eight Winds LLC, a support company related to his affiliation with Raymond James Financial Services. 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 institutions. The firm offers non-discretionary planning and consulting tailored to client goals, using risk profiling and analytical tools, and supports municipal and public finance work 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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David J

Series 63, Series 66

Greenwood Village, CO

Raymond James Financial

David Jones is a financial advisor at Raymond James Financial with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Raymond James entities since 2009. Outside of his advisory role, he is an independent contractor owner of Fortner Cannon Group, a support company based in Greenwood Village, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors alongside specialized municipal and SIMPLE IRA advisory services.

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

Series 66

Greenwood Village, CO

Raymond James Financial

Clint Derose is a financial advisor with Raymond James Financial in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors and operates his own business, C.M.DeRose Wealth Services LLC. 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 institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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

CFP®, Series 63, Series 65

Greenwood Village, CO

Raymond James Financial

Ryan Jones is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has worked with Raymond James affiliates since 2013. In addition to his advisory role, he is the CEO and President of Fortner Cannon Group, an independent contractor business. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

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

Series 66

Greenwood Village, CO

Raymond James Financial

Brian Townley is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and 25 years of industry experience. His prior roles include 12 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 offers tailored, non-discretionary planning and consulting services and supports portfolio management through a large network of advisors and affiliated firms.

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