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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.

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

Series 63, Series 66

Hampden, ME

Raymond James Financial

Jared O'roak is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves as chair of the Investment Committee for the Roman Catholic Diocese of Portland, where he helps oversee the management of the Diocese’s investment portfolio. 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 offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and specialized consulting arrangements.

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