Lake Mary, FL N. Sun Drive Office

Christopher McKelvey is a CFP® professional with 16 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Merrill and Bank of America. McKelvey is the owner and president of several support companies related to his practice, including AMGWM, LLC, Anderson McKelvey Group, and McKelvey AMG, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jesse Anderson is a CFP®-certified financial advisor with 25 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and has a background that includes 13 years at Bank of America and Merrill. Anderson is also involved in managing support companies that facilitate his advisory practice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA consulting.

Anthony Gilotti is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Merrill, and Regions Bank. He serves as Treasurer and board member of The DeBary Foundation, a nonprofit focused on funding community projects in parks, arts, and conservation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Alejandro Carrasquel is a CFP® professional with 23 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial, First Horizon Advisors, and BBVA Securities, among other firms. Outside of his advisory role, he is involved in managing a real estate business, Broadway TH LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance services through a distinctive municipal advisor affiliation.

Gladys Green is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. In addition to her advisory role, she is an associate at Anderson McKelvey Group, where she supports client service and account operations. 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 planning and consulting using analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.