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Mary H

CFP®, Series 66

Marco Island, FL

Raymond James Financial

Mary Hershberger is a CFP® with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2016. She also maintains a longstanding role at DVH Enterprises, Inc., where she handles bookkeeping. At The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc., she manages compliance, client meetings, client service, bookkeeping, and overall company management. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm employs tailored planning using risk profiling and analytical tools, and supports advisory programs alongside institutional consulting and portfolio management through a broad 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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Kevin K

Series 63, Series 65

Marco Island, FL

Raymond James Financial

Kevin Kane is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has been with Raymond James since 1999 and also owns a support company involved in a succession plan buyout for Greenwood Financial Services. Kane is active as a board member of a networking group and serves on a charity committee for a fraternal organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary advice using various analytical tools and supports clients through advisory programs and institutional consulting, with specialized capabilities in municipal finance and SIMPLE IRA employer advisory services.

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

CFP®, Series 63, Series 65

Marco Island, FL

Raymond James Financial

Donald Hershberger Jr. is a CFP® professional with 43 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2016. He is also an author with a published book available on Amazon. Hershberger holds Series 63 and Series 65 licenses. 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 individuals, and institutional clients. The firm uses tailored, non-discretionary planning supported by advanced analytical tools and offers specialized programs such as 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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Tuttie F

ChFC®, Series 63, Series 65

Marco Island, FL

Raymond James Financial

Tuttie Fusco is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. Since 2012, she has been with Raymond James Financial, where she serves clients from Marco Island, FL. Fusco is a member of the advisory boards for Boumi Shriners and Maryland Masonic Home, where she provides oversight on investment-related matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary advice utilizing risk profiling and analytical tools, and supports a broad advisor network with programs including municipal and employer 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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Pedro H

Series 63, Series 66

Marco Island, FL

Raymond James Financial

Pedro Harth Silva is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked at various Raymond James entities since 2011 and was previously associated with Provenance Wealth Advisors. He is also the CEO of Harth-Silva & Associates, LLC, a support company used for tax reporting and fee collection purposes. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling 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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