Sarasota, FL One Sarasota Tower, 2 N Tamiami Trail 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
Location
One Sarasota Tower, 2 N Tamiami Trail, Suite 600
Sarasota FL 34236
Advisors at this office
3
Advisors at this office
Robert R
Series 66
Sarasota, FL
Raymond James Financial
Robert Rosnack is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked with Rosnack Financial Group, Inc., a support company where he is an associate. His background also includes various roles at The University of Tampa. 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, and institutional investors. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance through an affiliated municipal advisor.
Tammy F
Series 63, Series 65
Sarasota, FL
Raymond James Financial
Tammy Friend is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at Raymond James since 2005 and is also associated with Rosnack Financial Group, where she serves in a support capacity. Raymond James Financial Services Advisors 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 uses analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and consulting services to client goals.
Richard R
CFP®, ChFC®, Series 63, Series 65
Sarasota, FL
Raymond James Financial
Richard Rosnack is a CFP® and ChFC® with 41 years of experience in the financial industry. He has been with Raymond James Financial since 2009 and also owns and manages Rosnack Financial Group, Inc. Outside of his advisory work, he serves as a guardian overseeing personal well-being matters. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting and employs analytical tools to support client goals, while maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
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