Encinitas, CA Saxony Rd Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,959 offices

Location

169 Saxony Rd, Suite 210

Encinitas CA 92024

Advisors at this office

2

Advisors at this office

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Christopher M

CFP®, Series 63, Series 65

Encinitas, CA

Raymond James Financial

Christopher Melton is a CFP® with 44 years of experience in the financial services industry. He is affiliated with Raymond James Financial and is the owner of Melton Wealth Management, LLC, which he established in 2018. His career includes roles at Wells Fargo Clearing Services and Concurrent Advisors. 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, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 63

Encinitas, CA

Raymond James Financial

Dean Zack is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and 39 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Wells Fargo Clearing and Concurrent Advisors. He is the owner of Zack Wealth Management, LLC. 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 clients, using analytical tools and non-discretionary advisory services tailored to client goals.

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