Colorado Springs, CO Professional Place Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,448 advisors across 2,954 offices

Location

2925 Professional Place, Suite 202

Colorado Springs CO 80904

Advisors at this office

4

Advisors at this office

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Brady P

CFP®, Series 63, Series 66

Colorado Springs, CO

Raymond James Financial

Brady Pitt is a CFP®-certified financial advisor with 16 years of industry experience, currently serving clients at Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2025, he worked for Edward Jones for 12 years. He is a co-founder and officer of Integro Wealth Advisors, a business entity used operationally alongside his advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting supported by risk profiling and analytical tools, with additional capabilities in municipal and public finance advisory services.

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

CFP®, Series 66

Colorado Springs, CO

Raymond James Financial

Douglas Dirksen is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is president of Integro Wealth Advisors and CEO of Mountain West Delivery Systems, a business that provides vending services, RV rentals, and collectible sales. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary financial planning and investment consulting using advanced analytic tools, and supports institutional consulting and portfolio management through a large advisor network.

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

Joshua C

Series 66

Colorado Springs, CO

Raymond James Financial

Joshua Chadwick is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for a decade before joining Raymond James in 2026. 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 investors. The firm offers tailored, non-discretionary planning and consulting utilizing risk profiling and analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Charitable giving & philanthropy Business ownership considerations Wealth management Dentist
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Paul M

Series 66

Colorado Springs, CO

Raymond James Financial

Paul Musilli is a financial advisor at Raymond James Financial with 10 years of industry experience. He previously worked at Edward Jones for a decade before joining Raymond James Financial Services Advisors, Inc. in 2026. He holds a Series 66 designation and is based in Colorado Springs, CO. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining a unique affiliation with a municipal advisor and specialized advisory programs.

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