Maysville, OH Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,959 offices

Location

246 W 5th St, Suite 102

Maysville OH 43040

Advisors at this office

4

Advisors at this office

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Jacob K

Series 66

Maysville, OH

Raymond James Financial

Jacob Kehoe is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has held roles at Milholland and Mitchell Financial Group LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he assists with training and operations and conducts research for investment models at Milholland and Mitchell Financial Group LLC. 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 non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

CFP®, Series 63

Marysville, OH

Raymond James Financial

Matthew Milholland is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. His prior roles include positions at Wells Fargo Advisors, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he is active in nonprofit governance, serving as Vice President and Treasurer on the board of the Union County Foundation, where he participates in investment and fundraising activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and nonprofit organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

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

Series 63, Series 65

Marysville, OH

Raymond James Financial

Eric Milholland is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Raymond James in 2021, he worked for Wells Fargo Advisors Financial Network for 12 years. He is involved in several business ventures, including a financial planning practice in Marysville, Ohio, managed jointly with partners and where he serves as CFO. 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, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 63

Marysville, OH

Raymond James Financial

Joseph Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 16 years. He is a partner at Milholland & Mitchell Financial Group, a financial planning practice based in Marysville, Ohio. 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 institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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