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Michael M

Series 66

Joliet, IL

Raymond James Financial

Michael Murray is a financial advisor at Raymond James Financial with three years of industry experience and holds a Series 66 designation. His work history includes roles at Raymond James Financial Services Advisors, Inc. and Elevate Private Wealth Management, among others. Outside of financial services, he has been involved with the Will County Brewing Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning 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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Michael M

Series 63, Series 66

Joliet, IL

Raymond James Financial

Michael Murray is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors Financial Network LLC for 11 years. Murray is also a partner in a business center in Joliet, IL, that leases office space to professional tenants. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools and supports municipal and public-finance services uncommon among large institutional advisors.

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 at Raymond James Financial with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wachovia/Wells Fargo for 14 years. Outside of his advisory role, he maintains bookkeeping responsibilities as an independent contractor for a support company called ELEVATE. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through unique affiliations uncommon among large institutional advisors.

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