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Aaron H
Series 66
Odessa, FL
Raymond James Financial
Aaron Hartman is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at TDSYNNEX for nine years and operated Hartman Integration for three years. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.
Annette R
Series 63, Series 65
Odessa, FL
Raymond James Financial
Annette Ruh is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Morgan Stanley. Outside of her advisory role, she is employed as an associate at Montagna Wealth Management LLC, where she assists with administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.
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