Barberton, OH Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
527 W. Lake Avenue
Barberton OH 44203
Advisors at this office
2
Advisors at this office
Hugh M
Series 66
Barberton, OH
Raymond James Financial
Hugh Mcmichael Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience, including prior roles at Merrill, Bank of America, and Morgan Stanley. Based in Barberton, OH, he is also involved with DGL Financial Services, where he works as a financial advisor assisting clients with wealth management and portfolio monitoring. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.
Dennis L
Series 63
Barberton, OH
Raymond James Financial
Dennis Liddle Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James Financial Services since 2002 and Raymond James Financial since 2009. Liddle serves as a committee member on the Barberton Community Foundation’s Finance, Investment, and Economic Development committees. He is also the owner and president of DGL Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.
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