Bay City, MI Uptown Drive Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

7

Of 5,810 advisors across 937 offices

Location

122 Uptown Drive, Suite 401

Bay City MI 48708

Advisors at this office

7

Advisors at this office

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Lynn G

Series 63, Series 65

Bay City, MI

Raymond James & Associates

Lynn Gehoski is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 38 years of industry experience. She has worked at Raymond James since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and public entities, and offers financial planning and consulting services with a nondiscretionary approach supported by firm research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eve G

Series 63, Series 65

Bay City, MI

Raymond James & Associates

Eve Gunther is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Morgan Stanley & Co., Incorporated for seven years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brian A

Series 66

Bay City, MI

Raymond James & Associates

Brian Abraham is a Series 66-licensed financial advisor with Raymond James & Associates, based in Bay City, MI, and has 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michele V

Series 63, Series 66

Bay City, MI

Raymond James & Associates

Michele Valentine Dobschensky is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of services such as financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael W

PFS™, Series 63, Series 65

Bay City, MI

Raymond James & Associates

Michael Wegener is a financial advisor with Raymond James & Associates, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, previously working at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lee M

CFP®, Series 63, Series 65

Bay City, MI

Raymond James & Associates

Lee Miller is a CFP® professional with 27 years of industry experience, currently serving at Raymond James & Associates since 2018. Prior to this, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2018. He is involved as Treasurer of the Michigan Lutheran Seminary Foundation and serves as Secretary and Director on the board of a local brewery in Bay City, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michelle G

Series 66

Bay City, MI

Raymond James & Associates

Michelle Gaiser is a financial advisor with Raymond James & Associates in Bay City, MI, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Advisors before joining Raymond James in 2018. Outside of her advisory role, Michelle owns businesses focused on fitness and wellness, including Gaiser Fitness and FASTer Way to Fat Loss, which offers health coaching services. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm provides tailored financial planning and advisory services supported by comprehensive research, portfolio management options, and specialized municipal advisory capabilities.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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