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Marie M

Series 63, Series 65

Lancaster, PA

Raymond James Financial

Marie Martin is a financial advisor with Raymond James Financial in Lancaster, PA, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Raymond James Financial since 2009 and also has a background with Fulton Bank and Fulton Financial Corporation. Outside of her advisory role, she is involved with Four Valleys Transport LLC. 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 utilizes analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance 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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Jonathan S

Series 66

Lancaster, PA

Raymond James Financial

Jonathan Shank is a financial advisor with Raymond James Financial in Lancaster, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James Financial, he was employed at Citizens Bank NA for seven years and was involved with Just Press Play for three years. 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 advisor affiliation.

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

Series 66

Lancaster, PA

Raymond James Financial

Michele Good is a Series 66 licensed financial advisor with 18 years of industry experience. She is affiliated with Raymond James Financial and has held roles at Fulton Bank and Fulton Financial Corporation since 2008. Good also serves as Vice President at Fulton Financial Advisors, where she supervises investment sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains specialized offerings 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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Zachary B

Series 63, Series 65

Lancaster, PA

Raymond James Financial

Zachary Bechtold is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Academy Financial, Lincoln Financial Advisors, and Axa Advisors. He is also an associate financial advisor with Fulton Financial Advisors in Lancaster, PA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals using advanced analytical tools and supports municipal and public finance advisory services.

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