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Julianne O

Series 66

Reston, VA

Raymond James Financial

Julianne Okim is a financial advisor with Raymond James Financial, holding a Series 66 credential and three years of industry experience. Her background includes roles at Edward Jones and Montgomery County Public School, as well as founding Okim Wealth Management, LLC. She has also been involved in entrepreneurial ventures such as Game Day Glamerous. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning using 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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Deborah O

Series 63, Series 66

Reston, VA

Raymond James Financial

Deborah Okim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2023, she spent 19 years at Edward Jones. She serves as a trustee for a 401(k) plan affiliated with her firm and is an officer and vice president of Okim Wealth Management LLC, which provides financial planning and client wealth management services. 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, pension plans, corporations, and charitable organizations. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and maintains specialized services such as municipal advisory support and SIMPLE IRA Employer Advisory & Consulting Services.

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