Lake Wales, FL Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,959 offices

Location

100 East Stuart Avenue

Lake Wales FL 33853

Advisors at this office

2

Advisors at this office

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Ryan B

CFP®, Series 63, Series 65

Lake Wales, FL

Raymond James Financial

Ryan Buskirk is a CFP® professional with 22 years of industry experience, affiliated with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has worked with Raymond James since 2003. Buskirk is the owner of Citrus View Financial and holds leadership roles in Pat Cain Wealth Solutions, both support companies outside typical investment activities. 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 investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and is notable for its affiliation with a municipal advisor and specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Rebecca B

Series 66

Lake Wales, FL

Raymond James Financial

Rebecca Buskirk is a financial advisor with Raymond James Financial in Lake Wales, FL, holding a Series 66 designation and 23 years of industry experience. She has been affiliated with Raymond James Financial Services since 2006 and was previously associated with Pat Cain Wealth Solutions from 2015 to 2019. In addition to her advisory role, she serves as an officer and owner of Citrus View Financial, a support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal finance and employer advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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