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Andrew P

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James Financial

Andrew Pheiff is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes 13 years at Citigroup Global Markets and over a decade as owner and financial advisor at Pheiff Wealth Partners / Ponte Vedra Financial LLC. He has been with Raymond James since 2009. 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 non-discretionary planning tailored to client goals and supports a large network of advisors with a range 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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Linda F

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James Financial

Linda Fortunato is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her work history includes roles at Raymond James Financial Services since 2010 and Jacobson Wealth Strategies beginning in 2025. 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, pension plans, corporations, charitable organizations, and institutions. The firm uses analytical tools and personalized risk profiling to tailor non-discretionary planning and consulting, supporting clients through advisory programs and other providers.

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

Series 63, Series 65

Ponte Vedra Beach, FL

Raymond James Financial

Bradley Rambo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Raymond James since 2012 and has been associated with Ponte Vedra Financial / Pheiff Wealth Partners since 2016 as an independent contractor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm provides tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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