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Timothy S

Series 66

New Albany, OH

Raymond James Financial

Timothy Solt is a financial advisor with Raymond James Financial, holding a Series 66 credential and over 26 years of industry experience. His prior roles include long tenures at Avantax Investment Services and 1ST Global Advisors. He is a partner and bookkeeper at the Capital Investment Club, a role he has maintained since 1989. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports municipal and public-finance advisory work 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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Nicole B

Series 63, Series 65

New Albany, OH

Raymond James Financial

Nicole Bainbridge is a financial advisor at Raymond James Financial with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Raymond James in 2026, she was affiliated with Cetera and CE Williams Financial Group. She has also spent ten years at Post Holdings. 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, employing analytical tools and tailored planning to support client goals.

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

CFP®, Series 63, Series 66

New Albany, OH

Raymond James Financial

James Atkinson is a CFP®-credentialed financial advisor with Raymond James Financial in New Albany, OH, bringing 29 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2011 and owns Columbus Capital, an independent channel for Raymond James. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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

Series 66

New Albany, OH

Raymond James Financial

Andrew Larned is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his financial advisory work, he owns and operates several businesses, including an indoor baseball facility and a business advisory role at EarthPeak Organics. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and risk profiling, and supports various 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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