Ann Arbor, MI E Eisenhower Pkwy Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

5

Of 6,448 advisors across 2,955 offices

Location

315 E Eisenhower Pkwy, Suite 301

Ann Arbor MI 48108

Advisors at this office

5

Advisors at this office

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Kierra R

Series 66

Ann Arbor, MI

Raymond James Financial

Kierra Ryan is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thomson Reuters and Bunzl Distribution NA. She has also been involved in early childhood education through roles at Zion Lutheran Preschool and Daycare and Freedom Child Development Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ investment goals and offers specialized services such as municipal finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Samuel M

CFP®, Series 66

Ann Arbor, MI

Raymond James Financial

Samuel Maness is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial. He is the owner of McLaren Wealth Strategies LLC, where he plays an active role in managing and running the business. His prior experience includes roles at ValMark Advisers, Inc. and Valmark Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Justin R

CFP®, Series 66

Ann Arbor, MI

Raymond James Financial

Justin Rice is a CFP® with five years of industry experience, currently affiliated with Raymond James Financial in Ann Arbor, MI. He manages client portfolios and operational systems at McLaren Wealth Strategies LLC, a business he is actively involved in alongside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm offers customized, non-discretionary planning leveraging analytical tools and supports a broad advisor network with specialized services including municipal advisory and employer-sponsored retirement plan consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jason C

Series 66

Ann Arbor, MI

Raymond James Financial

Jason Coleman is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he was self-employed and worked at the University of Michigan. Coleman is a partner at McLaren Wealth Strategies LLC and serves on the board and finance committee of The Ecology Center, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Joelle E

Series 66

Ann Arbor, MI

Raymond James Financial

Joelle Emery is a financial advisor at Raymond James Financial with Series 66 registration and three years of industry experience. Prior to joining Raymond James, she worked at Lululemon Athletica USA Inc. and has been a coach for Lily Weightlifting/Crossfit since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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