Fort Lauderdale, FL N Federal Highway Office

Doreen Gest is a financial advisor with Raymond James Financial in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, Inc., Morgan Stanley, and A. G. Edwards & Sons, Inc. She is also an associate at Leeward Financial Group, where she performs administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and advanced technology, and it maintains unique affiliations such as a municipal advisor to support its public finance work.

Wesley Mc Donough is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at John Hancock Investment Management LLC and Manulife Asset Management. Outside of advisory work, he writes insurance policies through Creative Financial Network. 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 institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Robert Margolies is a Series 66 credentialed financial advisor with Raymond James Financial Services Advisors, Inc., based in Fort Lauderdale, FL, with two years of industry experience. Prior to joining Raymond James in 2024, he worked at Stelliam Capital Management and Stelliam Investment Management from 2017 to 2024. He also serves as an insurance agent selling life insurance products and acts as treasurer for his family’s foundation accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, while maintaining notable programs in municipal advisory and SIMPLE IRA employer consulting.

Blake Rubin is a financial advisor with Raymond James Financial in Fort Lauderdale, FL, holding Series 65 and Series 63 designations and one year of industry experience. His prior experience includes roles at Leeward Financial Group, The Claure Group, Blackstone, and Grant Thornton. 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 uses analytical tools such as risk profiling and probability modeling to tailor advice and supports clients through a broad advisor network with offerings that include municipal advisory services and employer advisory programs.

Philip Gribbons is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 21 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 18 years before joining Raymond James in 2023. Outside of his advisor role, he is president and sole financial advisor of Leeward PSG, providing financial planning and advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a broad network of advisors with specialized programs including municipal and SIMPLE IRA consulting.

John Piotrowski is a CFP® with 21 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He worked at Ameriprise for 18 years prior to joining Raymond James in 2023. Outside of advising, he owns and manages several marine-related businesses including The Dock Experts and Expert Pile Drivers. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical modeling tools.

Richard Holsan is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 42 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 14 years before joining Raymond James in 2023. Outside of his advisory work, he is involved in financial consulting through Leeward Financial Group and holds ownership and leadership roles in The Dock Experts business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public finance work through a unique municipal advisor affiliation.