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Shawn P

Series 63, Series 65

Midwest City, OK

Raymond James Financial

Shawn Powell is a financial advisor with Raymond James Financial in Midwest City, OK, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial since 2004 and also operates Powell Financial Services and Oklahoma Financial Planning Group, Inc. Outside of advising, Powell owns and manages several real estate and business consulting ventures. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers advisory programs as well as specialized services in municipal finance and 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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Ronald S

Series 66

Midwest City, OK

Raymond James Financial

Ronald Stevens Jr. is a financial advisor with Raymond James Financial, holding a Series 66 credential and seven years of industry experience. He has worked at Raymond James Financial Services Advisors since 2018 and previously spent three years with United Auto Group. Outside of his advisory role, Stevens serves as CEO of Lighthouse Financial Group LLC and is the owner of Lighthouse Legal Group, LLC, where he prepares legal estate planning documents. Raymond James Financial Services Advisors 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional services.

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