Toledo, OH Renaissance Place Office

Kathleen Tollison is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Raymond James since 2009. Outside of her advisory role, she is an agent involved in fixed annuity business through a non-variable insurance activity. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gregory Shemas is a financial advisor with Raymond James Financial in Toledo, OH, holding a Series 63 designation and 37 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009. He serves as a board member of the St Elias Church Endowment Committee, advising on investments for their fund. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance.

Thomas Briggs is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James since 2009. Outside of advising, he is involved as an insurance agent and a partner in a business related to his office building. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to guide clients and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.

Richard Bohn is a financial advisor with Raymond James Financial in Toledo, OH, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Raymond James Financial as well as Lexington Capital Partners, LLC and NWQ Wealth Partners, LLC since 2009. Outside of his advisory role, he is owner of two support companies and works as a non-variable insurance agent on a referral basis. 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 offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and maintains unique affiliations and programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.