Sarasota, FL Cattlemen Road 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
2621 Cattlemen Road, Suite 106
Sarasota FL 34232
Advisors at this office
3
Advisors at this office
Alina G
Series 63, Series 65, Series 66
Sarasota, FL
Raymond James Financial
Alina Gray is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63, Series 65, and Series 66 credentials and has 15 years of industry experience. Her prior roles include positions at Truist Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through a broad network of advisors and specialized programs.
Michelle R
Series 63, Series 66
Sarasota, FL
Raymond James Financial
Michelle Reynolds is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Truist Advisory Services and SunTrust Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary consulting using risk profiling and analytical tools, and supports municipal and public finance work through an uncommon affiliation with a municipal advisor.
Dianna W
Series 63, Series 65
Sarasota, FL
Raymond James Financial
Dianna Weaver is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Truist Advisory Services and Truist Investment Services. 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 offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting clients through advisory programs and maintaining specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.
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