Lewes, DE Coastal Hwy Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,954 offices

Location

17644 Coastal Hwy, Suite 3

Lewes DE 19958

Advisors at this office

2

Advisors at this office

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John S

CFP®, Series 63, Series 65

Lewes, DE

Raymond James Financial

John Simeone is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial in Lewes, DE. He has worked at Raymond James Financial since 2009 and has held positions at Specific Solutions and Fulton Bank. Simeone is also employed as a financial advisor with Fulton Financial Advisors. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

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

Series 63, Series 66

Lewes, DE

Raymond James Financial

William Keetley III is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His work history includes roles at Fulton Bank, N.A., Raymond James Financial Services Advisors, Inc., and PNC Investments. 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 employs tailored, non-discretionary planning and consulting methods that utilize risk profiling and analytical modeling, supporting client implementation through various advisory programs while maintaining specialized municipal and public-finance services.

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