Palm Beach, FL Royal Palm Way Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

12

Of 5,810 advisors across 937 offices

Location

250 Royal Palm Way, Suite 200

Palm Beach FL 33480

Advisors at this office

12

Advisors at this office

user avatar

Christopher G

Series 63

Palm Beach, FL

Raymond James & Associates

Christopher Guttilla is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. Guttilla is also a business owner of ARG Capital and JYC LLC, though he devotes minimal time to these activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles and affiliated research resources.

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

Foster G

Series 63, Series 65

Palm Beach, FL

Raymond James & Associates

Foster Gaylor is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Bessemer Trust Company from 2019 to 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, institutions, and municipalities, and offers tailored financial planning, non-discretionary investment consulting, and institutional advisory services.

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

Blaine M

Series 65, Series 63

Palm Beach, FL

Raymond James & Associates

Blaine Middlebrook is a financial advisor at Raymond James & Associates with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Raymond James since 2021. Prior to his current role, he held positions in the hospitality industry and at the University of Central Florida. 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, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

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

William R

Series 63, Series 66

Palm Beach, FL

Raymond James & Associates

William Ramos is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Raymond James & Associates since 2016. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Jacqueline H

Series 63, Series 65

Palm Beach, FL

Raymond James & Associates

Jacqueline Houston is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 39 years of industry experience. She previously worked at Morgan Stanley for 10 years before joining Raymond James in 2026. Outside of her advisory role, she operates Jacqueline Houston Equine Appraisals and is a partner in Magnolia Racing, a thoroughbred racing stable. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing roughly $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 a range of portfolio management styles and affiliated research.

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

Donna R

Series 66

Palm Beach, FL

Raymond James & Associates

Donna Raymond is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates for 10 years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a variety of portfolio management styles and affiliated research.

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

James Z

Series 63, Series 65

Palm Beach, FL

Raymond James & Associates

James Zahringer is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of advising, he owns Cargo Holdings LLC and serves on the advisory board of ghostfire. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing 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 with a variety of portfolio management styles and affiliated research resources.

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

Dina A

Series 63, Series 65, Series 66

Palm Beach, FL

Raymond James & Associates

Dina Assion is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63, 65, and 66 designations and bringing 20 years of industry experience. Her prior experience includes seven years with Morgan Stanley and Morgan Stanley Private Bank. 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 municipal entities, offering tailored financial planning and investment consulting services through various portfolios and affiliated research resources.

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

James Z

CFP®, Series 66

Palm Beach, FL

Raymond James & Associates

James Zahringer Jr. is a CFP® and Series 66 licensed advisor with Raymond James & Associates in Palm Beach, FL, bringing three years of industry experience. Prior to joining Raymond James, he was self-employed for two years and has additional background connected to Alternatives In Treatment, LLC. Outside of financial advising, he is the owner of Cargo Holdings LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $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 a range of portfolio management styles and affiliated research.

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

Kevin F

Series 63, Series 65

Palm Beach, FL

Raymond James & Associates

Kevin Fernandez is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. 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 clientele including individuals, institutional and pension plans, charitable organizations, 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
user avatar

Michael P

Series 63, Series 65

Palm Beach, FL

Raymond James & Associates

Michael Peacock is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously spent 10 years with Morgan Stanley and Morgan Stanley Private Bank. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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

Joshua S

Series 63, Series 65

Palm Beach, FL

Raymond James & Associates

Joshua Skivington is a financial advisor with Raymond James & Associates in Palm Beach, FL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Skivington serves as a board member and finance committee member at Rosarian Academy in West Palm Beach, where he reviews budgets, plans five-year school strategies, and approves investment policies. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering tailored financial planning and consulting services 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")