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Darrell B

Series 63, Series 65

Naples, FL

Raymond James Financial

Darrell Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior experience includes roles at SunTrust Advisory Services and Suntrust Securities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 66

Naples, FL

Raymond James Financial

Jonathan Shaw is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Wells Fargo Clearing, TD Ameritrade, and Truist. Outside of his advisory role, he serves as a director of the Abantika & Piyush Shah Foundation, which focuses on charitable work in India related to education, medical care, and vocational training. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports its clients through various advisory programs and innovative service offerings.

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

Series 66

Naples, FL

Raymond James Financial

Erin Powers Westendorf is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has worked previously with Truist Advisory Services and Truist Investment Services, Inc. Ms. Westendorf is based in Naples, FL. 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 clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports its clients through extensive advisory programs and institutional consulting services.

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

CFP®, Series 66

Naples, FL

Raymond James Financial

Mark Taylor is a CFP® professional with 25 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and has held roles at SunTrust Advisory Services, SunTrust Investment Services, Charles Schwab, and John Hancock Distributors. Taylor operates in Naples, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical tools and integrates municipal advisory capabilities and specialized 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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