Mesa, AZ Office

Team
Updated today
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Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

Mesa AZ

Advisors at this office

4

Advisors at this office

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Douglas M

Series 63, Series 66

Mesa, AZ

Raymond James Financial

Douglas McClane is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Raymond James since 2012, currently also associated with the Zamborelli Wealth Advisory Group. His outside activities include serving as acting trustee for a trust with minimal annual duties. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

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

Series 63, Series 65

Mesa, AZ

Raymond James Financial

Michael Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial since 2009 and also owns Retirement Vision Specialists, a firm focused on serving clients in the retirement phase. 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 investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large network of advisors with specialized programs and services.

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

Series 63

Mesa, AZ

Raymond James Financial

Lisa Reitmeyer is a financial advisor with Raymond James Financial Services, Inc. in Mesa, Arizona, holding a Series 63 designation and bringing 32 years of industry experience. She has operated her personal corporation, Lisa Reitmeyer, P.C., since 2013, and previously worked at Affordable Tax Solutions from 2019 to 2021. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals.

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

Series 66

Mesa, AZ

Raymond James Financial

Ben Reitmeyer is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has a background that includes teaching positions at multiple schools prior to entering the financial sector. He is also involved with Massow Wealth, a non-investment-related support company based in Mesa, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports investors through advisory programs and partnerships.

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