Ocala, FL SE 31st Street Office

Gregory Ergle is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Raymond James since 2010. Ergle is also the owner and president of Ergle Financial Services, a support company based in Ocala, FL. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized consulting and portfolio management services.

Mark Mc Kee is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has worked in financial advisory roles at Raymond James Financial Services, Agility Wealth Management, and BCW Financial Consultants. 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 institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support customized investment recommendations while maintaining specialized services in municipal and public finance.

Courtney Mckee is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. in Ocala, FL. She has been with Raymond James in various capacities since 2015. Outside of her primary role, she is a partner in Agility Wealth Management Casper and is involved as an associate in related financial support firms. 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 plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.