Naples, FL 5th Avenue S. Office
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Raymond James Financial
Institution
Firm-wide stats for Raymond James Financial
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
Based on Raymond James Financial
Location
400 5th Avenue S., Suite 302
Naples FL 34102
Advisors at this office
2
Advisors at this office
Cheryl K
Series 66
Naples, FL
Raymond James Financial
Cheryl Krebs is a financial advisor at Raymond James Financial in Naples, FL, holding a Series 66 credential with three years of industry experience. Her prior roles include positions at UBS Financial Services, Inc. and Charles Bradley, as well as a decade-long involvement with The Dentistry in Naples. Krebs is also an associate at Weisberg Wealth Management, where she provides administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools to support investment decisions.
Richard W
Series 63, Series 65
Naples, FL
Raymond James Financial
Richard Weisberg is a financial advisor with Raymond James Financial Services Advisors, Inc. in Naples, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services for 15 years and is currently the owner of Weisberg Wealth Management, LLC. Weisberg serves as a committee member for several nonprofit organizations focused on mental health and behavioral health funding and community engagement. 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 institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs and institutional consulting through a broad advisor network.
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