Warren Judson Scroggie is a financial advisor with Raymond James Financial in Ocala, FL, holding a Series 66 designation and bringing 27 years of industry experience. He previously worked for Bank of America and Merrill for 15 years before joining Raymond James in 2024. Outside of his advisory role, he is a partner in a business that will operate a wealth management office and is involved with several other local business ventures. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling to support client goals, and it maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

John Meffert IV is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Bank of America and Merrill for a decade. Meffert is a partner in Scroggie, Meffert Davis & Associates, a local support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools, including risk profiling and modeling, to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ross Davis III is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Bank of America, Merrill, and Morgan Stanley. Davis is a partner in a local business venture related to office space and is involved in a financial advising marketing support company. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations in municipal and public finance.