Annapolis, MD Jennifer Road Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

170 Jennifer Road, Suite 140

Annapolis MD 21401

Advisors at this office

3

Advisors at this office

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Brad L

CFP®, Series 63, Series 65

Annapolis, MD

Raymond James Financial

Brad Long is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James since 2009 and has held various roles including independent insurance sales agent, tax preparer, and business consultant. Long is also the president of Long Financial Services, a support company for financial advisors. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

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

Series 63, Series 65

Annapolis, MD

Raymond James Financial

William Thompson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 1999 and joined Long Financial Services, Inc. in 2014. Thompson serves as a member of the Finance and Investment Committee at Calvary United Methodist Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary advice using risk profiling and modeling tools and supports a broad advisor network with specialized municipal finance and SIMPLE IRA advisory programs.

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

Series 63

Annapolis, MD

Raymond James Financial

Ronn Nuger is a financial advisor with Raymond James Financial in Annapolis, MD, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Raymond James since 1999 and has a diverse background that includes roles in insurance, CPA services, and training centers. Outside of finance, Nuger is a musician, performing as a singer, entertainer, and dancer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has specialized programs for municipal advising and SIMPLE IRA employer consulting.

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