Toledo, OH Executive Pkwy Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

5

Of 6,461 advisors across 2,960 offices

Location

3400 Executive Pkwy, Ste 200

Toledo OH 43606

Advisors at this office

5

Advisors at this office

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Laura F

Series 65, Series 63

Toledo, OH

Raymond James Financial

Laura Frye is a financial advisor at Raymond James Financial with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual, The Leaders Group, and Northwestern Mutual, among others. Frye is also involved with Wilcox Sports Management, a support company based in Toledo, Ohio. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a large advisor network with specialized municipal and public-finance advisory services.

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

Series 65, Series 63

Toledo, OH

Raymond James Financial

Jarrod Hirschfeld is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameritas Advisory Services and Wilcox Financial. Outside of his advisory role, Hirschfeld serves as president of Wilcox Sports Management, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes a non-discretionary approach tailored to client goals and supports a broad network through specialized 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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Clay S

Series 65, Series 63

Toledo, OH

Raymond James Financial

Clay Symington is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 credentials and has five years of industry experience. Clay has worked at several firms, including Ameritas Advisory Services and CUNA Brokerage Services. He serves as treasurer and board member for Emmanuel Christian School, a nonprofit organization in Toledo, Ohio. 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, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary consulting using advanced analytical tools and supports municipal and public finance activities through a rare 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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Michael W

Series 66

Toledo, OH

Raymond James Financial

Michael Wilcox is a financial advisor at Raymond James Financial with 37 years of industry experience. He holds the Series 66 designation and has previously worked at Ameritas Advisory Services and various Ameritas Life Insurance entities. Wilcox is also the CEO of Wilcox Financial and serves as a director on the board of Roppe Holding 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, corporations, and institutional clients. The firm provides tailored, non-discretionary investment consulting supported by analytical tools and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

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

Series 63

Toledo, OH

Raymond James Financial

Benjamin Wilcox is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds a Series 63 designation and has worked at Ameritas Advisory Services, LLC and other Ameritas affiliates over the past 15 years. Wilcox is also involved with Wilcox Financial and Wilcox Sports Management, which provides financial planning services tailored for sports professionals. 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, pension plans, corporations, and institutions. The firm provides non-discretionary planning and consulting customized to client goals, utilizing analytical tools such as risk profiling and modeling.

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