Carefree, AZ Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,959 offices

Location

36600 N Pima Rd, Suite 2600

Carefree AZ 85377

Advisors at this office

4

Advisors at this office

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David M

Series 66

Carefree, AZ

Raymond James Financial

David May is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones from 2006 to 2023 before joining Raymond James Financial. May is also involved with the Kiwanis Club of Scottsdale McCormick. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports 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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Bridget M

Series 63, Series 66

Carefree, AZ

Raymond James Financial

Bridget Miyauchi is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. Outside of her advisory role, she has been involved as an associate and client associate at support companies in Carefree, AZ. 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 using analytical tools and supports clients through various advisory programs and institutional consulting.

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

CFP®, Series 66

Carefree, AZ

Raymond James Financial

Natasha Palmatier is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones from 2012 to 2020 and has held roles at Crux Wealth Advisors and Key Wealth Management. Palmatier is involved in entrepreneurial activities, including ownership and leadership roles in multiple support companies and financial service ventures. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting its clients through advisory programs and partnerships.

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

CFP®, Series 63, Series 66

Carefree, AZ

Raymond James Financial

Nicole Rimsza is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., bringing six years of industry experience. Her prior roles include positions at The Vanguard Group, Crux Wealth Advisors, and Fidelity Investments. Outside of financial advising, she serves as Director of Operations and Support Advisor at Sunstone Wealth Management. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports clients through its advisory programs and a large network of affiliated advisors.

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