Dublin, OH Metro Place S. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$346,178,261,888
ClientsTotal clients
493,979
AdvisorsAdvisors at this office
3
Of 6,461 advisors across 2,959 offices
Location
655 Metro Place S., Ste. 260
Dublin OH 43017
Advisors at this office
3
Advisors at this office
Kelly B
Series 65, Series 63
Dublin, OH
Raymond James Financial
Kelly Bartko is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Raymond James Financial Services since 2005. Outside of her advisory role, she is an owner of Robinson, Piazza, & Jones LLC, a support company based in Dublin, Ohio. 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 encourages implementation through its advisory programs or other providers.
Donald M
Series 63, Series 65
Dublin, OH
Raymond James Financial
Donald Morris is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 42 years of industry experience. His prior work includes roles at Columbus Divorce Advisors and A Better Divorce Solution, where he has been involved since 2018. Morris is also a Certified Divorce Financial Analyst and an industry arbitrator for FINRA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting and portfolio management through a large advisor network.
Robert P
Series 63, Series 65
Dublin, OH
Raymond James Financial
Robert Piazza is a financial advisor with Raymond James Financial in Dublin, Ohio, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been a partner at Robinson, Piazza & Jones LLC since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.
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