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Jonathan K

CFP®, Series 66

Nokomis, FL

Raymond James Financial

Jonathan Knott is a CFP® professional with 17 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2013. He has held roles at Four Pillars Financial Planning Group and Venice Wealth Advisors, where he maintains ownership of related non-investment support companies. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools 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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Thomas H

Series 65

Nokomis, FL

Raymond James Financial

Thomas Hanks is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Raymond James, he was a partner at Young, Hanks & Hanks CPAs PA and has experience with other CPA firms. He serves as chair of the board for the nonprofit Village on the Isle. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools and supports municipal and public finance 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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Michael R

Series 65

Nokomis, FL

Raymond James Financial

Michael Robertson is a financial advisor at Raymond James Financial with a Series 65 designation and approximately one year of industry experience. Prior to his advisory role, he worked in education, teaching at both the University of Florida and Liberty University, as well as at Venice High School and Venice Middle School. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling 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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Ryan H

CFP®, ChFC®, Series 66, Series 63

Nokomis, FL

Raymond James Financial

Ryan Henderson is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the CFP® and ChFC® designations along with Series 66 and Series 63 licenses. His prior roles include positions at Fidelity Brokerage Services, Creative Planning, and The Estate Settlement Company. He is also associated with Four Pillars Financial Planning Group in a non-investment support capacity. 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 entities. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing risk profiling and modeling tools to support client decision-making.

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

CFA®, Series 65, Series 66

Nokomis, FL

Raymond James Financial

Joshua Grubbs is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at Four Pillars Financial Planning Group, Balentine, LCG Associates, and WoodMark Capital Advisors. Outside of his advisory work, he is involved with Four Pillars Financial Planning Group in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports clients through 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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