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Mari C

Series 66

Traverse City, MI

Raymond James Financial

Mari Calton is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Traverse City, MI, with six years of industry experience. She has worked at IB Wealth Management, Cetera, and Independent Bank. Outside of her advisory work, Calton serves as treasurer and resident agent for Crossroads Church of the United Brethren in Christ and is vice president of the Charlotte Orioles Band Boosters, coordinating special events for students. 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, and institutional accounts. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

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

Series 66

Traverse City, MI

Raymond James Financial

Eric Gandy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, CUSO Financial Services, and IB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports advisory programs, and maintains specialized services such as municipal advising 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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Erin R

Series 66

Traverse City, MI

Raymond James Financial

Erin Rau is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at Cetera and Independent Bank. Outside of finance, she operated an embroidery business from 2015 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals, and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

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