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Marlies S

Series 66

Orlando, FL

Raymond James Financial

Marlies Schubiger is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. Her prior work includes roles at UBS Financial Services, Edward Jones, Robinhood Markets, and Equitable Advisors. She is also involved with the Swiss Club of Central Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63, Series 65

Orlando, FL

Raymond James Financial

Tyson Smith Sr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with various Raymond James entities since 2012. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to help clients evaluate potential outcomes and supports municipal and public finance work through its affiliated municipal advisor.

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

Series 66

Orlando, FL

Raymond James Financial

Rene Naranjo is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James and Associates, AXA Advisors, LLC, and The Flooring Center. 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 uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals, and it maintains a unique municipal advisor affiliation supporting public finance work.

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

Series 66

Orlando, FL

Raymond James Financial

Tyson Smith Jr. is a financial advisor with Raymond James Financial in Orlando, FL, holding a Series 66 designation and one year of industry experience. His work history includes prior roles at Raymond James & Associates, Inc. and positions outside finance in hospitality and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports municipal and public finance work uncommon among large institutional advisors.

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