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Scott C

Series 66

Wilmington, DE

Raymond James Financial

Scott Crosby is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017. Crosby is also an insurance agent for Life Brokerage LLC, focusing on 1035 life insurance exchanges and related cases. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

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

CFP®, Series 66

Wilmington, DE

Raymond James Financial

Bradley Foy is a CFP® with over 26 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has worked across multiple roles within Raymond James since 1997 and leads Wilmington Wealth Management, LLC as its president. Foy also serves on the advisory board of Fancaster Inc. 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, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and employer-sponsored retirement plans.

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

ChFC®, Series 63

Wilmington, DE

Raymond James Financial

Frederick Dawson is a financial advisor with Raymond James Financial in Wilmington, DE, holding a ChFC® designation and Series 63 license. He has 43 years of industry experience and has worked with firms including Bassett, Dawson & Foy, Inc. In addition to his advisory role, he is president of Club Phred LLC, a music-related business, and serves as treasurer and board member for the Grand Opera House. He is also active with the Newark Morning Rotary Club, where he has served as a board member and past president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, supports institutional consulting and portfolio management, and has specialized capabilities in municipal and public finance.

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

Series 66

Wilmington, DE

Raymond James Financial

Peggy Taylor is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James Financial Services, Inc. and Bassett Dawson & Foy, Inc., and has experience with Oak Knoll Books before entering financial services. Taylor also serves as a Senior Client Service Associate at Dawson Wealth Management LLC in Wilmington, DE. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services 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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