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Peter W

Series 63, Series 65

Monroe, MI

Raymond James Financial

Peter Walker is a financial advisor with Raymond James Financial in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Raymond James and its affiliates since 1999 and operates Walker Financial Services Corp, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63, Series 65

Monroe, MI

Raymond James Financial

Donald Steve is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Steve has worked with Raymond James since 2011 and is also associated with Walker Financial Services. He serves on the finance and investment committee at the YMCA, where he contributes to discussions on the management of the organization's endowment. 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 investors. The firm employs tailored, non-discretionary consulting based on risk profiling and analytical modeling and supports its recommendations through various advisory programs and technology-driven tools.

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