Independence, OH 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
6000 Freedom Square Dr, Suite 350
Independence OH 44131
Advisors at this office
3
Advisors at this office
Richard S
CFP®, Series 66
Independence, OH
Raymond James Financial
Richard Schulz is a CFP® professional with five years of industry experience, currently serving as a wealth advisor at LongView Financial Partners and Raymond James Financial. His prior experience includes positions at Northern Trust Company and Mass Mutual Life Insurance Company. 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 investors. The firm offers tailored, non-discretionary advisory services and supports its clients with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Luke V
Series 63, Series 65
Independence, OH
Raymond James Financial
Luke Vincer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Raymond James Financial Services Advisors Inc. since 2017 and has prior experience at Wentz Financial Group. Vincer is the CEO of LongView Financial Partners, LLC, a full-service wealth advisory office, and serves on the Board of Trustees at Walsh University, chairing its Investment Committee. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.
Meredith W
Series 63
Independence, OH
Raymond James Financial
Meredith Whitener is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 63 designation and has worked previously at Mass Mutual Life Insurance Company, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of her advisory role, she is involved with LongView Financial Partners, supporting financial planning and marketing activities. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance advisory services through a related municipal advisor affiliation.
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