Delray Beach, FL NE 4th St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

241 NE 4th St, Ste B

Delray Beach FL 33444

Advisors at this office

3

Advisors at this office

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Randall W

CFP®, Series 66

Delray Beach, FL

Raymond James Financial

Randall Woolley is a CFP® with 24 years of industry experience, currently serving as a financial advisor with Raymond James Financial. He previously worked at Ameriprise Financial Services, LLC for 21 years. Outside of his advisory role, he owns Shining Sea Tax, LLC, a tax preparation business. 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 employs analytical tools to support client goals, with specialized municipal and public-finance services.

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

CFP®, Series 66

Delray Beach, FL

Raymond James Financial

Cameron Purton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Ameriprise and Charles Schwab, and he also operates Shining Sea Tax LLC, where he prepares tax returns for clients. 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 clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting implementation through its advisory programs or other providers.

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

Series 66

Delray Beach, FL

Raymond James Financial

Paige Ottenbrite is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Company, and Charles Schwab. She is also involved with RGWool LLC. 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 non-discretionary consulting tailored to client goals, utilizing various 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
View complete list of advisors at this office
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