Scottsdale, AZ N. Scottsdale Raod Office

Team
Updated today
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Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,992 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

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

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

6720 N. Scottsdale Raod, Suite 390

Scottsdale AZ 85253

Advisors at this office

10

Advisors at this office

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Christopher L

Series 66

Scottsdale, AZ

Raymond James Financial

Christopher Lanier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 18 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. Lanier also works as a fixed insurance agent outside of his advisory role. 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 using risk profiling and modeling tools, supporting clients through its advisory programs and consulting services.

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

Series 63, Series 66

Scottsdale, AZ

Raymond James Financial

Jeromiah Scott is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His previous roles include positions at Axa Advisors and Equitable Advisors. He also works as an employee benefits agent, advising on plan design and benefit packages for business clients. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with advanced analytical tools and specialized programs.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Deborah Martinez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors for 12 years. Martinez is also involved with Southwest Wealth Strategies LLC and Martinez and Shanken, PLLC. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

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

CFP®, Series 66

Scottsdale, AZ

Raymond James Financial

Sean Burke is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Axa Advisors and Equitable Advisors. In addition to his advisory role, he works as an Employee Benefits Agent, advising companies on plan design and benefit packages to support recruiting and retention. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services that utilize risk profiling and modeling tools to support client goals, and it is noted for its municipal advisory affiliation and innovative employer advisory programs.

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

Series 65, Series 66

Scottsdale, AZ

Raymond James Financial

Raymond Dimuzio II is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he serves as an Insurance Sales Agent for Southwest Wealth Strategies in Scottsdale, AZ. 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 tailored, non-discretionary planning and consulting supported by analytical tools and supports municipal and public finance work through a 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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Benjamin M

CFP®, Series 63, Series 66

Scottsdale, AZ

Raymond James Financial

Benjamin Miles is a CFP® professional based in Scottsdale, AZ, with 21 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2025, following an 18-year tenure at Equitable Advisors. Outside of his advisory work, he participates in managing Southwest Wealth Strategies, a financial planning support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses detailed risk profiling and modeling tools to tailor non-discretionary planning and investment consulting to client goals.

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

Series 63, Series 65

Scottsdale, AZ

Raymond James Financial

George James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Raymond James in 2025, he worked at Equitable Advisors and Axa Advisors, LLC for over two decades each. Outside of his advisory role, he serves as president of Every Kid Counts LLC, a nonprofit focused on providing school supplies, scholarships, and holiday gifts to the community. 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 emphasizes tailored, non-discretionary planning and uses analytical tools to support client goals, with unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

Series 66

Scottsdale, AZ

Raymond James Financial

Jacob Tavrytzky is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and AXA-Advisors. Outside of finance, he has been involved with the Sedona Fire District since 2021 and previously worked with Wilderness Medics, Inc. 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 uses analytical tools such as risk profiling and probability modeling to tailor 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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Johnny A

CFP®, Series 63, Series 65, Series 66

Scottsdale, AZ

Raymond James Financial

Johnny Arnold is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and multiple securities licenses, with 27 years of industry experience. Prior to his current role starting in 2025, he spent over two decades at Equitable Advisors and AXA Advisors, LLC. He is an active member of the Scottsdale Charros, serving on their finance and investment committee, a nonprofit organization that raises funds for local charities through Spring Training Baseball events. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting implementation through various advisory programs and maintaining specialized services such as municipal advising and SIMPLE IRA employer consulting.

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

Series 63, Series 65

Scottsdale, AZ

Raymond James Financial

Mark Asher is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors. Outside of advisory activities, he hosts a talk radio show providing live market updates without commentary. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored non-discretionary planning using a range of analytical tools and supports both advisory programs and institutional portfolio management.

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