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Christine E

Series 63

Milford, OH

Raymond James Financial

Christine Engelkamp is a financial advisor with Raymond James Financial, holding a Series 63 designation and 14 years of industry experience. She worked at Edward Jones for 21 years before joining Raymond James Financial Services Advisors in 2021. Engelkamp is also an associate at Wilks Wealth Planning, where she supports branch operations. 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 employs analytical tools to help illustrate potential investment outcomes.

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

Series 66

Milford, OH

Raymond James Financial

Kayla Grimslid is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is involved with Schuring Farms Inc., an agricultural business. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs 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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Syrrel W

Series 63

Milford, OH

Raymond James Financial

Syrrel Wilks is a financial advisor with Raymond James Financial in Milford, Ohio, holding a Series 63 designation and bringing 33 years of industry experience. His prior experience includes 28 years at Edward D. Jones & Co., L.P. Wilks is also the owner and president of Wilks Wealth Planning LLC, a support company based in Milford. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, and supports its clients through various advisory and consulting programs.

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