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Robin C
Series 63, Series 65
Hampden, ME
Raymond James Financial
Robin Coombs is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. In addition to his advisory role, he serves as an independent contractor with Meridian Wealth Strategies in Hampden, ME. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary strategies that incorporate risk profiling and modeling tools, and it offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Jared O
Series 63, Series 66
Hampden, ME
Raymond James Financial
Jared O'roak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley and Merrill, among other firms. Outside of his advisory role, he serves as chair of the Investment Committee for the Roman Catholic Diocese of Portland, overseeing portfolio reviews and reporting to the Finance Council. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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