Jacksonville, FL Gate Parkway N Office

Gregory Lowder is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services, Inc. for six years. He is also associated with Agility Wealth Management, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and employs risk profiling and modeling tools to support client goals.

Charles Rebhan Jr. is a financial advisor with Raymond James Financial Services Advisors who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2021. Rebhan is also employed at Agility Wealth Management in a financial advisory role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public finance services through a unique affiliation with a municipal advisor.

Thomas Isaacs is a financial advisor with Raymond James Financial in Jacksonville, FL, holding a Series 66 license and 13 years of industry experience. His prior roles include positions at LORD ABBETT & CO. LLC and Intrepid Capital Management Inc. He is also involved as an officer and owner of Coastal Oak Wealth Advisors and TJI Wealth Management LLC, supporting marketing and payroll functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting supported by advanced analytical tools and also maintains notable municipal advisory and SIMPLE IRA consulting programs.

Jeffrey Betros II is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 12 years of industry experience. His prior roles include positions at Pacer Advisors, Fisher Investments, Wells Fargo Funds Management, and Bank of America. He is also the CEO of Coastal Oak Wealth Advisors and JSBII Wealth Management LLC, support companies affiliated with his advisory work. 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, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining services in municipal and public finance advisory.

James Williams is a CFP® professional with 15 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services for 10 years. Williams holds board and committee roles with several nonprofit organizations in Jacksonville, including the Jacksonville Public Education Fund and the Museum of Science & History. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through its unique affiliations.

Edward Lombard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Raymond James in 2021, he worked for Ameriprise Financial Services for eight years. He is also actively involved as a financial advisor with Agility Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs through a large network of advisors.

Robert Mistretta is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at UBS Financial Services and CVS Health. Outside of financial advising, he operates a personal vehicle rental business through a platform similar to major rental companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports advisory programs with a focus on analytical tools and client-specific goals.

Kevin Maher is a financial advisor with Raymond James Financial Services Advisors, Inc. in Jacksonville, FL, holding CFP®, Series 65, and Series 66 credentials. He has 24 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and currently operates Kevin D Maher LLC alongside his advisory role. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA consulting services.