Boynton Beach, FL Boynton Beach Blvd Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,959 offices

Location

8788 Boynton Beach Blvd Suite 100, Suite 100

Boynton Beach FL 33472

Advisors at this office

4

Advisors at this office

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Richard J

Series 63, Series 65

Boynton Beach, FL

Raymond James Financial

Richard Jackson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 43 years of industry experience. He has worked at Raymond James since 2009 and also serves as an independent contractor financial advisor for Connor Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth investors, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals while supporting municipal and public-finance work through a unique 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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Martha I

Series 63, Series 65

Boynton Beach, FL

Raymond James Financial

Martha Innes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has worked with Raymond James in various capacities since 2002 and serves on the Seacrest Towers Condominium Association board. Outside of her advisory role, she is associated with Connor Financial Group in a branch support capacity and as an independent contractor advising clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and strategic consulting with a notable emphasis on municipal finance and retirement plan advisory services.

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

Series 63

Boynton Beach, FL

Raymond James Financial

Margaret Vrane is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 36 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and also serves as an independent contractor financial advisor at Connor Financial Group. 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, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing advanced modeling tools and supports municipal and public finance work through unique municipal advisor affiliations.

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

Series 63, Series 65

Boynton Beach, FL

Raymond James Financial

Victor Connor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Raymond James since 2003 and has also been involved with Distribution Planning Services since 2008. Outside of his advisory role, Connor is CEO of several support companies including CFG Wealth Management and Connor Financial Group. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports advisory programs along with municipal and public finance services.

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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