Rocjville, MD Office

Kirk Brooks Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Rockville, MD, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Morgan Stanley and Suntrust Advisory Services. Outside of his advisory work, he is involved as an associate at two non-investment support companies, Lee, Sipe and Associates, and Serving Those Who Serve. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary advisory services using risk profiling and analytical modeling and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Lee is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial since 2002. Outside of his advisory role, he serves as a trustee for EZ Federal Benefits and is a partner in GIVE LLC, a business where he has managerial and promotional responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports a large network of advisors and affiliated firms.

Jennifer Meyer is a CFP®-designated financial advisor with 25 years of industry experience, currently with Raymond James Financial. She has worked at USAA Financial Advisors and supports business operations at Lee Sipe and Associates and Serving Those Who Serve. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary advisory services supported by analytical tools and risk profiling.

Tuong Ta is a CFP® professional with one year of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James, he worked at Edward Jones and PNC Bank. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and consulting to client goals, supporting implementation through advisory programs and other providers.

Rebecca Blaschak is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at Buttonwood Financial Advisors, Inc. for five years and has experience in a small business setting with Sofi's Crepes. In addition to her advisory role, she holds relationship management positions at Lee, Sipe and Associates and Serving Those Who Serve. 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, institutions, and charitable organizations. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized programs such as municipal and public finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sandra Presgraves is a CERTIFIED FINANCIAL PLANNER™ professional with 34 years of industry experience. She is currently associated with Raymond James Financial Services Advisors, Inc. since 2023 and also works with LS Associates. Presgraves holds roles as a financial advisor and relationship manager at both organizations. She is involved with Serving Those Who Serve, a support company, where she serves as a financial advisor and relationship manager. 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, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Kent Showler is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including Lee, Sipe and Associates and PNC Investments. Outside of his advisory role, he refurbishes and sells used baseball gloves as a hobby and volunteers in the maintenance of a local neighborhood park. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers non-discretionary planning tailored to client goals, employing risk profiling and modeling tools, and supports advisory programs along with specialized municipal and consulting services.

Martina Beckum is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Edelman Financial Engines and EF Legacy Securities, LLC. Outside of her advisory role, she is involved with support activities at Lee Sipe and Associates and Serving Those Who Serve, focusing on client service and paperwork processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and utilizes a range of analytical tools to assist clients in goal-based investment decisions.

Carla Lindblad is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for seven years. Outside of her advisory role, she is involved in operational and client service support at two local organizations in Rockville, MD. 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 investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients understand potential outcomes, supporting implementation through advisory programs or other providers.

Bobby Morton is a CFP® with nine years of experience in the financial services industry. He is currently an advisor with Raymond James Financial Services Advisors, Inc. He has held roles at several firms, including Strategic Financial Associates, NYLIFE Securities LLC, Mariner Wealth, and Cresset Asset Management. Morton served in the Army National Guard for 12 years. 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 employs non-discretionary planning and analytical tools tailored to client goals and supports its offerings with municipal advisory services and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Sipe is a financial advisor with Raymond James Financial in Rockville, MD, holding Series 63 and Series 66 licenses and having 35 years of industry experience. He has been with Raymond James since 2004 and previously worked at several firms focused on federal employee benefits. Sipe is a partner and managing officer in multiple non-investment-related businesses including GIVE LLC and Serving Those Who Serve, reflecting his involvement in entrepreneurial and support ventures outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using detailed risk profiling and modeling and supports its clients with a broad range of advisory programs and institutional services.

Matthew Kramer is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Fidelity, Charles Schwab, and Edward Jones. He is also associated with Lee, Sipe and Associates and Serving Those Who Serve, where he works as a financial advisor. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, offering non-discretionary, tailored advice supported by analytical tools and a broad advisor network.