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Trevor P

Series 66

Webster, TX

Raymond James Financial

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

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

Series 66

Webster, TX

Raymond James Financial

Bevin Hartnett is a financial advisor with Raymond James Financial, holding a Series 66 license and bringing 21 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Pinebrook Wealth Strategie. Outside of advisory services, he owns and operates BEH Enterprise LLC, a tax preparation business, and serves as CEO of Velonix Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique affiliations, such as a municipal advisor and specialized 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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