Beverly, MA Cummings Center 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
900 Cummings Center, Suite 307 T
Beverly MA 01915
Advisors at this office
2
Advisors at this office
Trevor N
Series 65, Series 63
Beverly, MA
Raymond James Financial
Trevor Nelson is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Fidelity Brokerage Services and various other businesses, including landscaping and restaurant operations. He also works as an associate at Cornerstone Financial Partners LLC, assisting financial advisors with financial plan preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and organizational clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.
Greg M
CFP®, Series 63, Series 65
Beverly, MA
Raymond James Financial
Greg Miner is a CFP®-designated financial advisor with Raymond James Financial in Beverly, MA, with 22 years of industry experience. He has been affiliated with Raymond James Financial and its related entities since 2005 and is also the owner of Cornerstone Financial Partners LLC, where he prepares financial plans, manages client accounts, and supports other advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.
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