Elmira, NY Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
About
Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.
RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.
Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.
Based on Raymond James Financial
Expertise
Based on Raymond James Financial
Location
930 W Church Street
Elmira NY 14905
Advisors at this office
3
Advisors at this office
Debra B
Series 63, Series 66
Elmira, NY
Raymond James Financial
Debra Butters is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James. Outside of her advisory work, she is also a rental property owner and manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a municipal advisor, which is uncommon among large institutional advisors.
John B
Series 63
Elmira, NY
Raymond James Financial
John Brand is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elmira, NY, holding a Series 63 license and 12 years of industry experience. He has been with Raymond James since 2015. Brand serves on the Board of Trustees for Elmira College and chairs its investment committee. He is also chairman of the Board of Directors for Arnot Realty and its holding company, Rathbone Corporation. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized municipal and public-finance advisory services.
Peter S
Series 66
Elmira, NY
Raymond James Financial
Peter Schweizer is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Schweizer is co-owner of Guardian Wealth Management, LLC, a business related to his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.
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