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Marcus H
Series 66
Merritt Islan, FL
Raymond James Financial
Marcus Herman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Nightwing Intelligence Solutions and held various roles in education and corporate sectors, including at Raytheon Technologies and multiple colleges. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.
Patrick C
Series 63, Series 65
Merritt Island, FL
Raymond James Financial
Patrick Coyne is a financial advisor with Raymond James Financial in Merritt Island, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial since 2004. Outside of his advisory role, Coyne is involved as a volunteer board member with Inwater Research Group, Inc., a nonprofit focused on marine life conservation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to help clients meet their goals and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA employer consulting services.
Patrick C
Series 66
Merrit Island, FL
Raymond James Financial
Patrick Coyne is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Accenture Inc and Sierra-Cedar Inc. Outside of his advisory role, he is also an associate at Crossley Shear, a support company based in Merritt Island, FL. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning tools and supports clients through its advisory programs and institutional consulting network.
Shaun J
Series 66
Merrit Island, FL
Raymond James Financial
Shaun Jones is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. His prior work includes roles at Jacobs Technology and Radisson. From 2019 to 2021, he was involved with 4th Street Fillin' Station. 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 analytical tools and supports various advisory programs, with additional expertise in municipal and public finance.
Walter C
Series 63, Series 65
Merritt Island, FL
Raymond James Financial
Walter Crossley Jr. is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Raymond James since 2003 and is president of Crossley Shear Inc. He serves as a board member for 321 Empowerment Inc., a nonprofit focused on educating and empowering high school males, where he participates on the budgeting committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal advisory and SIMPLE IRA employer consulting services.
Jo Ann P
Series 63, Series 66
Merritt Island, FL
Raymond James Financial
Jo Ann Principi is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. She has been with Raymond James since 2009, following two years at Edward Jones. Outside of her advisory role, she manages Principi Farm Enterprises, L.L.C., which retails value-added farm products and fresh produce at Florida farmers markets. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors, employing analytical tools and tailored strategies to support client goals.
Robert K
Series 66
Merritt Island, FL
Raymond James Financial
Robert Kenaston Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and 24 years of industry experience. He has been associated with Raymond James Financial Services since 2009 and also works as an independent contractor for Crossley Shear Inc., a branch support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and other entities. The firm offers non-discretionary planning tailored to client goals and supports a variety of advisory programs and institutional consulting services.
Catalina M
Series 66
Merritt Island, FL
Raymond James Financial
Catalina Mejia Hensel is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2017. Outside of her advisory role, she is the managing member of CNB Consulting LLC and works as an associate at Crossleyshear. 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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