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Michael N

Series 63, Series 66

Lake Mary, FL

Raymond James Financial

Michael Nagy is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes a decade at Truist Advisory Services and roles at the University of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal advisory services and SIMPLE IRA employer consulting.

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

Series 66, Series 63

Lake Mary, FL

Raymond James Financial

Hieu Nguyen is a financial advisor at Raymond James Financial with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Raymond James, Nguyen worked at the Bank of New York Mellon and Charles Schwab & Co., Inc. He serves as a Human Resources Specialist in the U.S. Army Reserves, managing personnel records and ensuring compliance with Army regulations. 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 offers tailored non-discretionary planning using analytical tools and supports municipal and public-finance advisory work 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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Jayar W

Series 63, Series 66

Lake Mary, FL

Raymond James Financial

Jayar Williams is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2026, Williams spent 10 years at Truist Advisory Services and 17 years at Truist Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to diverse clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals 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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