Trenton, MI W Jefferson Avenue Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,960 offices

Location

2363 W Jefferson Avenue, Suite 205

Trenton MI 48183

Advisors at this office

2

Advisors at this office

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Shawn O

Series 66

Trenton, MI

Raymond James Financial

Shawn O'Brien is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2003. O'Brien is also the owner of O'Brien's Financial Services, LLC. 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 consulting supported by advanced analytical tools and maintains unique affiliations and 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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Brian M

Series 66

Trenton, MI

Raymond James Financial

Brian Matthews is a financial advisor with Raymond James Financial in Trenton, MI, holding a Series 66 designation and 26 years of industry experience. He has worked with Raymond James since 2000 and has owned Brian Matthews & Company, Inc. since 2013. Outside of his advisory work, he writes novels and short stories. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers advisory programs along with specialized municipal and employer advisory services.

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