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Michael M

Series 66

Joliet, IL

Raymond James Financial

Michael Murray is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. His career includes roles at Elevate Private Wealth Management and Raymond James Financial Services, Inc. Outside of finance, he has been involved with Will County Brewing Company and Habitat For Humanity Will County. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advice using risk profiling and modeling tools and supports client implementation through its advisory programs and partners.

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

CFP®, Series 63, Series 66

Joliet, IL

Raymond James Financial

Bryan Bertani is a CFP® with 13 years of experience in financial planning and advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Eagle Strategies and New York Life Insurance Company. In addition to his advisory role, he works as an associate and financial planner at Elevate Private Wealth Management. 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 uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting, supporting implementation through various advisory programs.

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

Series 63, Series 65

Joliet, IL

Raymond James Financial

Jack Kristof is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Morgan Stanley, Wachovia/Wells Fargo, and he has operated his own firm, JA Kristof Enterprises, LLC, since 2006. Outside of his primary advisory work, he serves as an independent contractor maintaining the books for a support company called ELEVATE. 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 delivers 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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