Bloomfield Hills, MI Woodward Ave Office

Terry Roth is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held 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 managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and public entities, offering customized financial planning and investment consulting with a range of portfolio management options and affiliated research.

Mark Fuqua II is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2022, he worked at Bank of America and Merrill. Outside of his advisory role, he is a silent owner of a physical therapy office, Michigan Orthopedic Rehabilitation, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Jason Vogel is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James in 2022. 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, institutional clients, and municipal entities—and offers a range of financial planning and investment consulting services with a variety of portfolio management options.

Joseph Lesner is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include 18 years at Comerica Securities and positions at Ameriprise Financial Services. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sarah Horn is a Series 66-licensed financial advisor with Raymond James & Associates in Bloomfield Hills, MI. She has six years of industry experience, including her current role at Raymond James since 2019 and previous work at Shades Optical and Jartll Corp. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Donald Simpson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes seven years at Wells Fargo Advisors LLC and two years at Wells Fargo Clearing prior to 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 a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Christopher Ruifrok is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding a Series 66 designation and 20 years of industry experience. He has worked at Raymond James & Associates since 2018, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Anthony Lott is a CFP® professional with 38 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously spent 11 years at UBS Financial Services Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and portfolio management resources.

Thomas Grobbel II is a financial advisor with Raymond James & Associates based in Bloomfield Hills, MI. He holds Series 63 and Series 65 designations and has 16 years of industry experience, including eight years at Wells Fargo Clearing prior to his current role. 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—and provides financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

James Melstrom is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Raymond James since 2018 and previously spent 18 years at UBS Financial Services. Melstrom serves on the board of directors and acts as treasurer and head of fundraising for Islam Really Cares Corp, a nonprofit organization focused on charitable giving. 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 municipalities, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Ryan Paschen is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2008 to 2019. He is also the owner of Paschen Enterprises LLC, a non-investment-related business established to understand client LLC filing processes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipalities. The firm offers financial planning and investment consulting through non-discretionary relationships, supported by a range of portfolio management strategies and affiliated research.

Jason Graves is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is a partner in the Crown Club Golf Society, where he helps organize and run golf events. Raymond James & Associates is a 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various programs and strategies.

Peter Nagy is a CFP® professional with 26 years of industry experience, currently with Raymond James & Associates since 2022. Prior to joining Raymond James, he worked at Bank of America and Merrill Lynch from 2009 to 2022. He holds Series 63 and Series 65 licenses and is based in Bloomfield Hills, 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 individuals, institutional clients, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

John Morad is a financial advisor with Raymond James & Associates in Bloomfield Hills, MI, holding a Series 66 designation and 25 years of industry experience. His prior work includes a decade at Comerica Securities, Inc. and several roles at Ameriprise Financial Services. Outside of his advisory duties, Morad serves on the Board of Directors for the Birmingham Little League and assists with the operation of the baseball league. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles.

Veronica Pies is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 26 years of industry experience. Prior to joining Raymond James in 2019, she spent 11 years at UBS Financial Services Inc. 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 various organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.