Destin, FL Legendary Dr Office

Aaron Volz is a financial advisor at Raymond James & Associates with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Raymond James in 2024, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has experience in land investing and operating a gutter cleaning business. Outside of his advisory role, he is involved in entrepreneurial ventures including a business focused on strategic implementation of AI to improve efficiency. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional clients, and charitable organizations. The firm offers tailored financial planning and consulting services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Krista Kenney is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Raymond James in 2018, she worked with the Department of Defense Education Activity. 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, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

Tracy Lardiere is a financial advisor with Raymond James & Associates in Destin, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with Raymond James & Associates since 2015. 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 broad range of clients, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management strategies and research resources.

Daniel Feliz is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Raymond James & Associates, Inc. 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 consulting services with a range of portfolio management styles and affiliated research resources.

Christopher Finkler is a financial advisor with Raymond James & Associates in Destin, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a co-owner of a real estate brokerage and the managing member of a property management LLC that leases space to his practice and other tenants. 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, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services, emphasizing tailored, software-driven analyses and a range of portfolio management styles.