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Robert W
Series 66, Series 65
Orem, UT
Raymond James Financial
Robert Winder is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 and Series 65 credentials and has 16 years of industry experience. Prior to joining Raymond James in 2025, he spent 10 years at First Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary planning and consulting, supporting clients through its advisory programs and affiliate networks.
Rachel M
Series 63, Series 65
Orem, UT
Raymond James Financial
Rachel Moss is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Raymond James, she held various roles including ownership and CEO of First Financial Advisors. Moss has experience in business management outside finance, notably in fitness and entertainment sectors. 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 supports municipal and public finance work through its unique affiliations and specialized advisory programs.
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