Owosso, MI Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

3

Of 5,796 advisors across 937 offices

Location

120 W. Exchange Street, Suite 101

Owosso MI 48867

Advisors at this office

3

Advisors at this office

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Heidi O

Series 63, Series 66

Owosso, MI

Raymond James & Associates

Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Hank S

Series 66

Owosso, MI

Raymond James & Associates

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and spent one year at Fowlerville High School. Outside of finance, Sizemore is the owner and CEO of Spanky Supply, a business he has operated since 2013 that involves direct customer engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a broad 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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Tamara R

Series 63, Series 65

Owosso, MI

Raymond James & Associates

Tamara Richison is a financial advisor with Raymond James & Associates in Owosso, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Assurance IQ, and Farm Bureau Insurance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

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