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Kathryn G

CFP®, Series 63, Series 65

Yankton, SD

Raymond James Financial

Kathryn Greeneway is a Certified Financial Planner® with 34 years of industry experience, currently serving at Raymond James Financial in Yankton, South Dakota. She has held various roles including membership on the South Dakota Retirement System and Avera Pooled Investment Committee, and has been active on the Yankton School Board since 2009. Greeneway also serves on the finance and investment committees for Avera Sacred Heart Hospital and Avera Health. 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 non-discretionary planning and uses analytical tools to tailor solutions according to client goals, supporting implementation through its advisory programs or external providers.

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

Series 66

Yankton, SD

Raymond James Financial

Nicole Schnabel is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience. Prior to her current role, she has worked at First Dakota National Bank and FNBO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary investment consulting and supports a broad advisor network with specialized municipal finance and SIMPLE IRA consulting programs.

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