Daytona Beach, FL Orange Ave Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,448 advisors across 2,959 offices

Location

110 Orange Ave

Daytona Beach FL 32114

Advisors at this office

3

Advisors at this office

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Robert H

Series 66

Daytona Beach, FL

Raymond James Financial

Robert Hall III is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Truist Advisory Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes 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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Brian L

Series 63, Series 65

Daytona Beach, FL

Raymond James Financial

Brian Layman is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with various Raymond James entities since 2005. Outside of his advisory role, Layman owns multiple businesses, including Agility Wealth Management and BLWM LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through an affiliated municipal advisor.

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

Series 66

Daytona Beach, FL

Raymond James Financial

Catherine Root is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. Her background includes time as a stay-at-home parent and involvement with the Daytona Beach Racing and Car Club. Root also operates a consulting business and maintains an active law license. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

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