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Isaac S

Series 65

Watkinsville, GA

Cambridge Investment Research Advisors

Isaac Scheidt is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, based in Watkinsville, GA. He has four years of industry experience and has been with Cambridge since 2021. Scheidt is also the owner of Ramp Ventures LLC, a technology services business, and serves as a board member of the Bowman Estates Homeowners Association. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored investment strategies through various custody platforms, combining proprietary models and external strategists, with a range of discretionary and non-discretionary options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Gary D

Series 63, Series 65

Watkinsville, GA

Raymond James Financial

Gary Davis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with various Raymond James entities since 2013. Outside of his advisory role, he serves as a board member of the Jenning Mill Homeowners Association. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing extensive research and a broad affiliate network to support tailored client solutions.

Business exit / sale strategy Retirement income strategy General estate planning guidance Umbrella liability Founder/Business Owner Executive
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