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Robert R

Series 66

Mansfield, OH

Raymond James Financial

Robert Rice is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 12 years of industry experience. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill for six years. He is also the owner of Platinum Family Wealth, LLC, which he manages for business-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports both advisory programs and institutional portfolio management.

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

Series 63, Series 65

Mansfield, OH

Raymond James Financial

Richard Sjostedt is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes positions at Merrill and Bank of America prior to joining Raymond James in 2020. Outside of his advisory role, he is involved as a managing partner at Platinum Family Wealth. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and supports advisory programs across a large network, with specialized services in municipal finance and retirement plan consulting.

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