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Jhonne A

Series 66

Miami, FL

Raymond James Financial

Jhonne Alexandre is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services. Outside of his advisory role, he is also an associate at PGW Advisors, where he serves as a financial advisor. 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 investment consulting and supports municipal and public finance services uncommon among large institutional advisors.

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

Series 63, Series 65

Miami, FL

Raymond James Financial

Iris Destephen is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 27 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wachovia Bank. Destephen is also a partner in Fasarde LLC, where she performs administrative functions. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, supporting clients through its advisory programs and affiliated firms.

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

Series 66

Miami, FL

Raymond James Financial

Chabely Montes De Oca Rios is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2014 to 2021 before joining Raymond James in 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique municipal advisory and employer consulting programs.

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

Series 66

Miami, FL

Raymond James Financial

Renata Parra is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and HSBC Argentina. Parra is also involved as an associate at Sankalpa Financial Group LLC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning supported by analytical tools and has a notable municipal advisory affiliation uncommon among large institutional advisors.

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