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Landon B

Series 66

Winter Park, FL

Raymond James Financial

Landon Bosworth is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at VaxCare Corporation and Universal Studios. Outside of his advisory role, he is involved with McKeever & Associates, Inc. Wealth Management in a support capacity. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique 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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Edward M

Series 63

Winter Park, FL

Raymond James Financial

Edward Mckeever Jr. is a financial advisor with Raymond James Financial in Winter Park, FL, holding a Series 63 designation and possessing 45 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently owns and manages McKeever & Associates, Inc., a support company for a Raymond James Financial Services branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and analytical tools to guide client decisions.

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

Series 63, Series 65

Winter Park, FL

Raymond James Financial

Tim Banks is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2003. Banks is also a managing partner of Foundation Financial Group, LLC, a support company he has owned since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools including probability modeling to inform client strategies.

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

CFP®, Series 63, Series 65

Winter Park, FL

Raymond James Financial

Charles Bosworth is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held advisory roles at several firms, including Merrill and Banc of America Investment Services. Outside of his advisory work, he owns a tax preparation business focused on individual 1040 tax planning and preparation. 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 uses tailored non-discretionary planning and advanced analytical tools to help clients achieve their goals and supports a broad network of advisors and affiliated firms.

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