Coeur D Alene, ID Office

Daphne Conner is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation. Prior to joining Raymond James, she worked at Edward Jones for five years and Inspiro for two years. 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 wide range of clients including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management strategies.

Heather Bloom is a financial advisor with Raymond James & Associates in Coeur D Alene, Idaho, holding a Series 66 designation and 16 years of industry experience. She previously worked at Merrill for nine years before joining Raymond James in 2020. 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 services with a range of portfolio management styles and affiliated research.

Jesse Balsimo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. He has been involved with multiple business ventures in the wine industry, including Truvino, Inc. and Truvino Merchants, which also provides consulting services related to solar energy installations for agricultural clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles, supported by extensive research and specialist teams.

Christopher Dallenbach is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Merrill from 2014 to 2020 before joining Raymond James & Associates in 2020. 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 and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Matthew Lyman is a financial advisor with Raymond James & Associates in Coeur D Alene, Idaho, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill for nine years each. He serves as an advisory board member of the Coeur d'Alene Rotary Endowment Foundation, a charitable organization. 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 supported by extensive research and multiple portfolio management styles.

Jeffrey Smith is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Rodney Clugston is a financial advisor at Raymond James & Associates with 33 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2024. Outside of his advisory role, he is involved in agricultural activities at Clugston Ranch and is a co-owner of Renegade Rifles, a business specializing in custom hunting rifles and accessories. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and model managers.

Tyler Anderl is a financial advisor at Raymond James & Associates with seven years of industry experience. He previously worked at Parametric Portfolio Associates, Merrill, and Bank of America. Outside of advising, he is a partner in BTTA, LLC, an investment-related venture. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, advisory programs, and institutional consulting through various portfolio management styles and affiliated research.