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Phillip M

Series 63, Series 65

Melbourne, FL

Raymond James Financial

Phillip Margy is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Truist Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools such as risk profiling and probability 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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Richard K

CFP®, Series 66

Melbourne, FL

Raymond James Financial

Richard Knight is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously spent a decade at Truist Advisory Services, Inc. Outside of his advisory role, Knight serves as an Operations Officer in the Florida Army National Guard, directing tactical and civil support operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base—including individuals, institutions, and charitable organizations—using tailored, non-discretionary strategies informed by risk profiling and analytical modeling. The firm supports a large network of advisors and maintains unique offerings such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 63, Series 65

Melbourne, FL

Raymond James Financial

Michelle Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. She previously worked for Truist Advisory Services and Truist Investment Services, with over a decade of service at Truist Bank. 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 utilizes risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

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

Series 66

Melbourne, FL

Raymond James Financial

Brent Detweiler is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services and SunTrust Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations within the industry.

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

Series 63, Series 65

Melbourne, FL

Raymond James Financial

Brenda Abramski is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked for Truist Advisory Services and Truist Bank for over a decade. 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 using risk profiling and analytical tools, and maintains unique services such as municipal advisory support and a SIMPLE IRA Employer Advisory & Consulting Services program.

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