Tavares, FL Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

3

Of 5,796 advisors across 937 offices

Location

531 W. Main Street

Tavares FL 32778

Advisors at this office

3

Advisors at this office

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Angela H

Series 63

Tavares, FL

Raymond James & Associates

Angela Hughes is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2010 and concurrently works in an administrative role for Ladybug's Gifts & Sundries, where she handles merchandise buying, payroll processing, and bookkeeping. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and research resources.

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

Series 63

Tavares, FL

Raymond James & Associates

Tracy Belton is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 63 designation and over 40 years of industry experience. She has been with Raymond James since 2010 and has served on the board of the Lake County Museum of Art since 2018. Raymond James & Associates is a national 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 financial planning and consulting with access to multiple portfolio management styles and research resources.

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

Series 66

Tavares, FL

Raymond James & Associates

Julie Riley is a financial advisor with Raymond James & Associates in Tavares, FL, holding a Series 66 credential and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2010. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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