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Karl R

Series 66

Omaha, NE

Raymond James Financial

Karl Rohrbaugh is a financial advisor at Raymond James Financial with 19 years of industry experience. He has held positions at Raymond James and Edward Jones, with eight years at Raymond James & Associates and eleven years at Edward Jones. Rohrbaugh holds a Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by risk profiling and modeling tools, and it offers specialized advisory programs including municipal and public finance services.

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

Series 66

Omaha, NE

Raymond James Financial

David Everson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Omaha, NE, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James & Associates Inc. He serves as a committee member on the Mount Michael Foundation Investment Committee, which guides the foundation's investment management. 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 clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting clients through advisory programs and affiliated advisory firms.

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