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Emily Z
Series 66
Northfield, NJ
Raymond James Financial
Emily Zipf is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. She holds a Series 66 designation and has worked previously at Acreage Holdings and Stir It Up Catering. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, and institutional clients. The firm provides tailored, non-discretionary planning using advanced risk profiling and modeling tools, and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Teresa Z
CFP®, Series 66
Northfield, NJ
Raymond James Financial
Teresa Zipf is a CFP® with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously spent 12 years at Benjamin F. Edwards & Co. Teresa also operates TLZipf Wealth Management LLC as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, while supporting its advisors with specialized services such as municipal finance consulting and SIMPLE IRA plan offerings.
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