Trevor Schwartz is a CFP® with four years of industry experience, currently affiliated with Raymond James Financial in Newport Beach, CA. His prior roles include positions at Capital Group and Northwestern Mutual. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools and technology, and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting services.

Floyd Schwartz is a financial advisor with Raymond James Financial in Newport Beach, CA, holding CFP® and ChFC® designations and over 39 years of industry experience. Prior to joining Raymond James in 2022, he spent nine years at Wells Fargo Advisors. He also serves as CEO and President of Newport Beach Wealth Management and TJT Financial Services, where he manages business and financial planning activities. 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 offers tailored, non-discretionary planning using analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.