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Allison M

Series 66

Spencerport, NY

Raymond James Financial

Allison Maier is a financial advisor with Raymond James Financial holding a Series 66 designation and nine years of industry experience. She has worked at several firms, including Cadaret Grant & Co., Inc., LPL Financial LLC, and Cetera ADVISORS LLC, before joining Raymond James and Associates in 2023. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and tailored investment consulting using analytical tools and supports its advisory programs with technology and specialized municipal advisory services.

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