Powell, OH Sawmill Pkwy Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

7560 Sawmill Pkwy, Suite E

Powell OH 43065

Advisors at this office

3

Advisors at this office

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Robert M

Series 63

Powell, OH

Raymond James Financial

Robert Moranville is a financial advisor at Raymond James Financial with 22 years of industry experience. He has worked with Raymond James Financial and its affiliate since 2008. In addition to his advisory role, Moranville serves on the finance and investment committee of Powell United Methodist Church, where he helps oversee the church's endowment fund and participates in the leadership board’s business decisions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through unique affiliations.

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

Series 63

Powell, OH

Raymond James Financial

Jeffrey Schrepferman is a financial advisor with Raymond James Financial, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James Financial Services since 2004 and the broader firm since 2009. He is a co-owner of KMS Partners, LLC, a business established with two colleagues to manage office expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a network of advisors with a range of advisory programs and specialized municipal and retirement plan consulting services.

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

Series 63, Series 65

Powell, OH

Raymond James Financial

Nicholas Lanctot is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior experience includes roles at Transamerica Capital Inc. and Nuveen Securities, LLC. He operates a support company called JDS Financial in Powell, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofits, employing tailored, non-discretionary planning and advanced analytical tools.

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