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Michelle C

Series 66

Marietta, OH

Raymond James Financial

Michelle Corbett is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. She has worked with Peoples Bank, Peoples Financial Advisors, and Raymond James Financial Services since 2000, covering roles in both investment advisory and financial services. Outside of her advisory duties, Corbett provides investment advice on 401(k) plans to individual clients and business owners through Peoples Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs for municipal finance and employer retirement plans.

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

Series 66

Marietta, OH

Raymond James Financial

Brian Stover is a financial advisor at Raymond James Financial in Marietta, Ohio, with five years of industry experience. He holds the Series 66 designation and has worked previously at Marietta College and Peoples Bank. Outside of his advisory role, he owns a drone photography business serving local clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and leverages analytical tools and risk profiling to support client goals.

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

Series 63, Series 66

Marietta, OH

Raymond James Financial

Michael Schneider is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at WesBanco Securities, Inc. and The Huntington Investment Company. Schneider also serves as a Vice President at Peoples Bank, where he provides retirement plan services and fiduciary products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored non-discretionary planning and utilizes analytical tools to support client goals, with specialized offerings in municipal and public finance as well as SIMPLE IRA advisory services.

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

Series 63

Marietta, OH

Raymond James Financial

Angela Ward is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds a Series 63 designation and has worked at Raymond James Financial and its affiliates since 2006. In addition to her advisory role, she supervises a team of client service associates at Peoples Investment Services. 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 and consulting using analytical tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

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

Series 66

Marietta, OH

Raymond James Financial

Patrick Reed Jr. is a financial advisor with Raymond James Financial Services, Inc. in Marietta, Ohio, holding a Series 66 designation and 11 years of industry experience. He has worked at Peoples Investment Services, Peoples Bank, United Bank, and PNC Bank during his career. Reed also serves as trustee of the Pat Reed Trust, which manages investments related to a life insurance policy within an irrevocable life insurance trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting services using advanced 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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Deborah R

Series 63, Series 65

Marietta, OH

Raymond James Financial

Deborah Rhoades is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked with Raymond James Financial and its affiliates since 2003 and is also an agent with Peoples Insurance Agency, servicing existing life, annuity, and long-term care policies. 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 emphasizes tailored, non-discretionary planning using a range of analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 66

Marietta, OH

Raymond James Financial

Jack Main is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has worked at multiple related firms since 2024. Outside of his advisory role, he is associated with Hall Financial Advisors in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on analytical tools and technology integration.

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

Series 63, Series 65

Marietta, OH

Raymond James Financial

Eric Erb is a financial advisor with Raymond James Financial in Marietta, Ohio, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Raymond James since 2009 and has held various roles with Peoples Bank and its affiliated entities since 2006. Outside of his advisory work, Erb serves as Treasurer on the finance committee for First United Methodist Church in Williamstown, West Virginia, and is a board director of the Rampp Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network through wrap-fee 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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Loretta G

Series 66

Marietta, OH

Raymond James Financial

Loretta Gilliam is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds the Series 66 designation and has worked with firms including Peoples Investment Services and Hazlett, Burt & Watson, Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary advice based on risk profiling and analytical modeling and supports municipal and public-finance services through a unique advisory affiliation.

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

Series 66

Marietta, OH

Raymond James Financial

Danielle Bruni is a financial advisor with Raymond James Financial in Marietta, Ohio, holding a Series 66 designation. She has no prior industry experience and has been with Raymond James Financial since 2026. Before joining the financial industry, she worked at Western Governors University and Peoples Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, institutions, and organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide range of clients through a large network of advisors and specialized programs.

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