Vero Beach, FL Office

James Mark McLaughlin is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding Series 63 and 65 credentials and possessing 43 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he serves as executor for the estates of John and Alice McLaughlin. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kristen Ragusin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and with 33 years of industry experience. She previously worked at Merrill and Bank of America before joining Raymond James in 2020. Outside of her advisory role, she is an author and consults on developing local currencies for community initiatives. Raymond James & Associates is a large dual-registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Gregory Lord is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2007. He holds Series 63 and Series 65 licenses and is based in Vero Beach, FL. 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 and non-discretionary investment consulting through various advisory programs and institutional solutions.

Donna Stock is a financial advisor with Raymond James & Associates in Vero Beach, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Her career includes multiple roles within Raymond James entities since 2015, as well as two years with Wells Fargo Advisors. Outside of her advisory work, she serves as a power of attorney for her father. Raymond James & Associates is a large firm serving individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by extensive research and model manager options.

John Banks is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James. 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 financial planning, non-discretionary investment consulting, and specialized municipal advisory services.