Delta, CO Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,954 offices

Location

338 Main Street

Delta CO 81416

Advisors at this office

2

Advisors at this office

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Tobias K

CFP®, Series 66

Delta, CO

Raymond James Financial

Tobias King is a CFP®-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 17 years of industry experience. He has been with Raymond James since 2009 and has also served as a music director and conductor with the Montrose Community Band since 2008. Outside of his financial advisory role, King is active as a freelance musician playing saxophone and other woodwind instruments with several groups in Western Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through its 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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Toni H

Series 66

Delta, CO

Raymond James Financial

Toni Hanna is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds a Series 66 designation and has worked at Raymond James and affiliated firms since 2003. Outside of her advisory role, she volunteers on the finance and parish council for Sacred Heart Church in Paonia, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and supports advanced tools and advisory programs across a large network of advisors.

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