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Tahirih T

Series 66

Las Vegas, NV

Raymond James Financial

Tahirih Toll is a financial advisor with Raymond James Financial Services Advisors, Inc. in Las Vegas, NV, holding a Series 66 designation and bringing 20 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, and Merrill. She is also an owner of a personal LLC with her husband. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm employs fact-finding and risk profiling tools to tailor non-discretionary planning and investment consulting, supporting clients through various advisory programs and institutional consulting services.

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

Series 66

Las Vegas, NV

Raymond James Financial

Issac Preis is a financial advisor with Raymond James Financial in Las Vegas, NV, holding a Series 66 designation and ten years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years and spent two years at the College of Southern Nevada. Outside of his advisory role, he is involved as an associate at Toll Wealth Management, focusing on administrative tasks. 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, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

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

Series 66

Las Vegas, NV

Raymond James Financial

Jaden Tate is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience and holds a Series 66 designation. Prior to joining Raymond James, he worked at RBC Capital Markets and several other firms, and has experience in hospitality and retail businesses including the Cosmopolitan Hotel & Casino and The Barbershop Cuts & Cocktails. 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 institutions. 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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Daniel T

CFP®, Series 66

Las Vegas, NV

Raymond James Financial

Daniel Toll is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously held roles at City National Bank, RBC Capital Markets, Bank of America, and Merrill Lynch. Toll is the owner of DTT Pono Holdings LLC, through which he manages and invests personal funds. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad advisor network with specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory programs.

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