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Brett P

Series 63, Series 66

Hillsboro, OR

Raymond James Financial

Brett Palmquist is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hillsboro, OR, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2015 and also serves as a life insurance agent, providing ongoing service to clients with existing contracts and potential new sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a non-discretionary, goal-oriented approach and supports its advisors with advanced analytical tools and specialized programs such as 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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Chad S

Series 63, Series 66

Hillsboro, OR

Raymond James Financial

Chad Southworth is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with firms including First Tech Federal Credit Union and Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client decision-making.

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