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Adam J

Series 66

Redmond, WA

Raymond James Financial

Adam Johnson is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Waddell & Reed, Qualstar Credit Union, and Addison Avenue Investment Services, where he also serves as an associate providing operations and sales support. Johnson is based in Redmond, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling, with additional focus on municipal and public finance advisory services.

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

Series 66

Redmond, WA

Raymond James Financial

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

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