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Wyatt M

Series 66

Tucson, AZ

Raymond James Financial

Wyatt Mc Rae is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works with Raymond James Financial Services, Inc. and previously spent 14 years at Edward Jones. Mc Rae is involved in several business ventures in Tucson, AZ, including serving as a wealth advisor and business owner. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports 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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Ali R

Series 66

Tucson, AZ

Raymond James Financial

Ali Rustempasic is a financial advisor at Raymond James Financial Services Advisors, Inc. in Tucson, AZ, holding a Series 66 credential with 15 years of industry experience. Prior to joining Raymond James in 2023, he worked at Edward Jones from 2010 to 2023. Rustempasic is involved in several management roles for LLCs related to rental real estate and financial operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, and is noted for its municipal advisory affiliation and innovative employer advisory programs.

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

Series 66

Tucson, AZ

Raymond James Financial

Yamen Fellah is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Merrill. Fellah serves as a Finance and Investment Committee Member for the Community Foundation of Southern Arizona. 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 tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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