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Scott R

Series 63, Series 65

Pettisville, OH

Raymond James Financial

Scott Rupp is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he is a partner at Kingdom Seasonings & Rubs, a business that creates and packages dry rubs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisory programs and institutional consulting services.

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

Series 66

Pettisville, OH

Raymond James Financial

David Rupp is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at Cellular Sales and Indiana Wesleyan University. Outside of finance, he is a partner in Kingdom Seasonings and Rubs LLC, where he manages inventory and product label design. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and 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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Jeffrey R

Series 63, Series 65

Pettisville, OH

Raymond James Financial

Jeffrey Roth is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Raymond James Financial since 2009 and owns Roth, Britsch, Dickman, Inc., a support company. Outside of advisory work, he has also worked as an individual auctioneer. 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 analytical tools and supports municipal and public finance work through its 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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