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 financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and previously worked for Bank of America and Merrill from 2014 to 2024. He is a partner in Scroggie, Meffert Davis & Associates, a marketing practice affiliated with Raymond James, and is also involved as a partner in a business that operates their wealth management office. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using analytical tools to align with client goals and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

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.