Bellevue, WA 11400 SE 8th St. Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

13

Of 6,448 advisors across 2,955 offices

Location

11400 SE 8th St., Ste 260

Bellevue WA 98004

Advisors at this office

13

Advisors at this office

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Jeremy T

CFP®, ChFC®, Series 66

Bellevue, WA

Raymond James Financial

Jeremy Taylor is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has been involved with Mainspring Wealth Advisors, LLC since 2013, where he serves as owner and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and maintains unique affiliations such as a municipal advisor arrangement and specialized employer advisory programs.

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

Series 63, Series 66

Bellevue, WA

Raymond James Financial

Brady Redington is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing Services, and Mainspring Wealth Advisors before joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools to illustrate potential outcomes and maintains unique affiliations and advisory programs in municipal finance and SIMPLE IRA employer services.

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

CFP®, ChFC®, Series 66

Bellevue, WA

Raymond James Financial

Edward Bradley is a CFP® and ChFC® with 18 years of experience in the financial industry. He is affiliated with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2013. Outside of his advisory role, he is owner and manager of Mainspring Wealth Advisors, LLC, where he oversees employee management, business development, and growth initiatives. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting employing risk profiling and modeling tools, and maintains specialized services in municipal advising and SIMPLE IRA plan consulting.

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

ChFC®, Series 63, Series 66

Bellevue, WA

Raymond James Financial

Brent Soloway is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 33 years of industry experience and has been with Raymond James since 2013. In addition to his advisory role, he provides equity analysis and education for new advisors through Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance 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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James S

CFP®, Series 66

Bellevue, WA

Raymond James Financial

James Schacht is a CFP® professional with 10 years of experience at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2015 and holds the Series 66 designation. Outside of his primary role, he is also involved as an associate with Mainspring Wealth Advisors, LLC, where he supports client servicing and financial planning. 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, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and plan-level SIMPLE IRA consulting.

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

CFP®, Series 65, Series 63

Bellevue, WA

Raymond James Financial

Davonta Martin is a CFP®-certified financial advisor with Raymond James Financial in Bellevue, WA, and has two years of industry experience. Prior to his current role, he worked at Alterra Advisors and Long Street Advisors for three years and has held positions at Lowe's, Walmart, and Western Carolina University. 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 emphasizes 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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Trevor M

CFP®, Series 66

Bellevue, WA

Raymond James Financial

Trevor Marston is a CFP® and Series 66-registered financial advisor with three years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He also works with Mainspring Wealth Advisors, LLC, where he supports client planning and investment activities. Prior to his financial advisory roles, he was involved in several arts organizations, including the Island Shakespeare Festival and Seattle Public Theater. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical modeling, supported by specialized programs in municipal finance and SIMPLE IRA employer advisory services.

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

Series 63, Series 65

Bellevue, WA

Raymond James Financial

Andrew Baker is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metropolitan Life Insurance Company, along with longstanding involvement in Green Financial. Outside of financial advising, he serves as president of Lewis River Logging Co. Corp, managing the corporation's assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs such as 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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Anthony M

Series 66

Bellevue, WA

Raymond James Financial

Anthony Manzanares is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes 15 years at Invesco Advisers, Inc. Outside of finance, he is an investor in a movie production company, Worry Dolls Productions LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports its 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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Kevin S

ChFC®, Series 66

Bellevue, WA

Raymond James Financial

Kevin Skogen is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. He has been associated with Raymond James since 2013 and is also involved in leadership and financial planning roles at Mainspring Wealth Advisors LLC. Outside of his advisory work, he holds a 25% ownership interest in a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, charities, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with a range of 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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Zachary S

Series 66

Bellevue, WA

Raymond James Financial

Zachary Sanidad is a financial advisor at Raymond James Financial in Bellevue, WA, with two years of industry experience. He holds a Series 66 designation and has previously worked at Yukon Appraisal, Anthony's Restaurants, Amazon, and Washington State University. Outside of advising, he is involved with Baker Day LLC, a support company based in Bellevue. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals.

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

Series 66

Bellevue, WA

Raymond James Financial

Aiden Bocseri is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His recent work history includes roles at Mainsail Financial Group and University of Washington. Outside of advising, he is associated with Mainspring Wealth Advisors LLC in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

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

Series 66

Bellevue, WA

Raymond James Financial

Baxter Anderson is a financial advisor at Raymond James Financial with a Series 66 designation and less than one year of industry experience. His prior work includes roles at George Fox University, Marana Flight School, and Choctaw Defense Services. Anderson is also associated with Haven Financial Partners, a support company based in Anacortes, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and uses risk profiling and modeling tools tailored to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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