Scottsdale, AZ 14350 N. 87th Street Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

10

Of 6,461 advisors across 2,959 offices

Location

14350 N. 87th Street Suite 300

Scottsdale AZ 85260

Advisors at this office

10

Advisors at this office

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Jared M

Series 66

Scottsdale, AZ

Raymond James Financial

Jared Maroon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. He is also involved with SilverTree Collective, an umbrella entity for various business groups, and serves as treasurer and officer for SilverTree Wealth Partners, the DBA for his branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public finance services through unique affiliations within its large advisor network.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Stephanie Austin Stackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 11 years before joining Raymond James in 2019 and Capital Wealth Partners in 2022. Outside of her advisory role, she serves as secretary for the Silver Tree Foundation, a nonprofit organization, and is involved as an owner in a local franchise business. 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 uses tailored, non-discretionary planning supported by analytical tools and maintains specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Denise Weinreich is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has worked with SilverTree Collective and various firms within Raymond James since 2022. Outside of finance, she is involved with SilverTree Wealth Partners as a client 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 charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports a variety of advisory programs and institutional consulting services.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Cade Lark is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation and currently at the start of his career. Prior to entering the financial industry, he has experience in hospitality and education, including roles at Crave Kitchen and Bar, Smoky Mountain Pizzeria Grill, and various educational institutions. 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 institutions. The firm employs analytical tools for tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Jack Shannon is a financial advisor at Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2024. Outside the financial industry, he has experience working in nonprofit and hospitality sectors, including roles at North Point Ministries and Bagel Boys Cafe. 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 institutions. The firm offers tailored, non-discretionary planning using analytical tools 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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Kurt W

Series 66

Scottsdale, AZ

Raymond James Financial

Kurt Watkins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior experience includes seven years at Edward Jones and ongoing ownership of Athletic Vantage since 2006. Outside of financial advising, he competes in golf tournaments and participates in social events related to golf. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through various advisory programs and partnerships.

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

CFP®, Series 63

Scottsdale, AZ

Raymond James Financial

Donald Prescott Jr. is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Scottsdale, AZ. Prior to his current role, he worked for Edward Jones for 20 years. He is a partner in Living Tax Strategies LLC, a tax and accounting business serving the public. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm delivers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting both advisory programs and institutional consulting.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Paul Evans is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 20 years of industry experience, including 15 years at Edward Jones prior to joining Raymond James in 2021. Evans is involved in multiple business ventures under the SilverTree umbrella, including serving as president of The SilverTree Foundation, a nonprofit supporting local charities benefiting children. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advice using advanced analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Joshua Stackhouse is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. He previously worked at Edward Jones for six years before joining Raymond James in 2019. Outside of advisory work, he serves on the steering committee for Coconino County Parks and Recreation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses tailored non-discretionary planning and analytic tools to support client goals and maintains unique municipal advisory capabilities along with specialized employer-sponsored retirement plan services.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Leonard Hall III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for nine years before joining Raymond James and related entities in 2022. He is also associated with SilverTree Collective and Silvertree Wealth Partners in Scottsdale, AZ. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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