Scottsdale, AZ Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

6

Of 6,461 advisors across 2,959 offices

Location

Scottsdale AZ

Advisors at this office

6

Advisors at this office

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Lawrence H

Series 63, Series 66

Scottsdale, AZ

Raymond James Financial

Lawrence Hoskins Jr. is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been associated with Raymond James Financial since 2009 and also owns Jett Wealth Group, Inc., a support company. 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, and institutions, using a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling.

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

CFP®, Series 63, Series 65

Scottsdale, AZ

Raymond James Financial

Gregory Stark is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2016. 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 entities. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools 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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Darin S

CFP®, Series 66

Scottsdale, AZ

Raymond James Financial

Darin Shebesta is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Jackson Roskelley Wealth Advisors, Inc. for three years. He also teaches CFP Board Ethics Continuing Education courses for organizations including the Financial Planning Association and Kitces. Darin operates Possibility Wealth Advisors LLC as a DBA for his financial planning and investment advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers unique municipal advisory services uncommon among large institutional advisors.

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

Series 63, Series 66

Scottsdale, AZ

Raymond James Financial

Sydney Miller is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Scottsdale, AZ, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and Crux Wealth Advisors. Outside of advisory duties, he is an operations specialist at Key Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base ranging from individual investors to institutions. The firm offers tailored, non-discretionary planning and supports its recommendations through various advisory programs, with capabilities in municipal advisory and specialized consulting services.

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

CFP®, Series 63, Series 65

Scottsdale, AZ

Raymond James Financial

Charles Lanford is a CFP® professional with 29 years of industry experience currently with Raymond James Financial Services Advisors, Inc. He has served in the U.S. Army Forces Command from 2013 to 2017 and has been with Raymond James in various capacities since 2003. Outside of his advisory work, he is a part-owner and non-officer board member of a family farm used for recreational purposes. 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 institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and it supports municipal finance work and specialized retirement plan advisories.

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

CFP®, Series 63

Scottsdale, AZ

Raymond James Financial

Jeffrey Stein is a CFP® professional with 40 years of experience in financial advising. He has worked at Raymond James Financial since 1999 and currently serves there while also being involved with Argentum Financial Partners LLC. Outside of advising, he holds a role as an insurance agent writing policies for clients. 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 institutional investors. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains a notable municipal advisory affiliation alongside specialized advisory programs.

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