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Ashley W

Series 66

Los Angeles, CA

Raymond James Financial

Ashley Warne is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2011. Outside of her advisory role, Warne is the sole owner of two support companies, Advisor Ashley, Inc. and Financial Formwork, serving in various officer capacities. 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 non-discretionary planning and investment consulting tailored to client goals, utilizing risk profiling and 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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Philip W

Series 63, Series 65

Los Angeles, CA

Raymond James Financial

Philip Warne is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliated entity, Raymond James Financial Services, Inc., since 1991. Outside of his advisory role, he serves as president of Corporate Financial Partners, a non-investment-related administrative business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary investment consulting using detailed risk profiling and modeling tools, and supports institutional consulting and portfolio management across a large network of advisors.

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