Jupiter, FL 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
Jupiter FL
Advisors at this office
2
Advisors at this office
Makarios P
CFP®, Series 63
Jupiter, FL
Raymond James Financial
Makarios Palios is a CFP® with 33 years of industry experience, currently serving at Raymond James Financial. He has been with various Raymond James entities since 2008. Outside of his advisory role, he is a partner in Ten Ten Associates, LLC, which supports office expenses for a Raymond James branch, and CEO of Philotimo Capital Management LLC, an entity associated with his Raymond James business. 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 offers tailored, non-discretionary strategies using analytical tools, with capabilities in municipal advisory and specialized retirement plan consulting.
Carlie D
CFP®, Series 63, Series 65
Jupiter, FL
Raymond James Financial
Carlie Dugan is a CFP® with 25 years of industry experience, currently affiliated with Raymond James Financial in Jupiter, FL. She has been with Raymond James Financial Services since 2005 and the broader Raymond James Financial firm since 2009. Outside of her advisory role, she serves on the investment committee of Bass Rocks Golf Club and is actively involved in client consulting with Cornerstone Financial Partners LLC. 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 offers customized, non-discretionary planning using analytical tools and supports municipal advisory work through a unique affiliation.
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