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Timothy N

CFP®, ChFC®, Series 63

Irvine, CA

Raymond James Financial

Timothy Neuville is a financial advisor at Raymond James Financial with over 40 years of industry experience. He holds CFP® and ChFC® designations and has worked previously at Marcum Financial Services. Neuville is also an author and has been involved in real estate investing with his spouse since 2024. 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 and supports municipal and public-finance work through a unique 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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Dominic P

Series 66

Irvine, CA

Raymond James Financial

Dominic Pincin is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at J.P. Morgan Chase from 2021 to 2024. 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 emphasizes tailored, non-discretionary planning and uses various analytical tools to support client goals.

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

Series 66

Irving, CA

Raymond James Financial

Jodi Vinas is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 26 years of industry experience, including 10 years with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. 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 clients, pension plans, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs and other providers.

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