Scottsdale, AZ E Pinnacle Peak Road Office

Colleen Lundy is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2012 and founded Lundy Investments PLLC in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as SIMPLE IRA Employer Advisory & Consulting Services.

Aaron Schram is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Massmutual Greater Phoenix, Western & Southern Life, and Edward Jones. He is the owner and manager of Canyon State Capital LLC, an investment support company based in Scottsdale. 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 institutions. The firm employs tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation primarily through its advisory programs.

William Lundy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Voya Financial Advisors, Edward Jones, and CB Investment Services. 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 using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.