Troy, MI East Big Beaver Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,960 offices

Location

340 East Big Beaver, Suite 140

Troy MI 48083

Advisors at this office

4

Advisors at this office

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Patrick M

CFP®, Series 63

Troy, MI

Raymond James Financial

Patrick Mc Fawn is a CFP® with 44 years of industry experience based in Troy, MI. He has worked at Raymond James Financial Services since 1989 and currently serves as a financial advisor and registered principal at Raymond James Financial Services Advisors, Inc. He is also involved in McFawn Financial Holding Company, LLC and McFawn Financial Services Group, LLC, where he holds officer roles. 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 offers tailored non-discretionary planning and consulting using risk profiling and outcome modeling, and supports institutional consulting and portfolio management through a broad advisor network.

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

CFP®, Series 63

Troy, MI

Raymond James Financial

Dale White is a CFP®-designated financial advisor with Raymond James Financial in Troy, MI, bringing 23 years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc. since 2010 and has been involved with McFawn Financial Holding Company, LLC, and McFawn Financial Services Group, LLC since 2008. Additionally, he is the owner of White CPA Group, PLLC. 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 non-discretionary planning and consulting tailored to client goals using analytical tools and supports specialized municipal and public-finance work.

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

Series 66

Troy, MI

Raymond James Financial

Steven Mc Fawn is a financial advisor with Raymond James Financial in Troy, MI, holding a Series 66 designation and 10 years of industry experience. He is also involved with McFawn Financial Holding Company, LLC, where he serves as an officer and secretary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and features a unique affiliation with a municipal advisor to support municipal and public finance work.

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

Troy, MI

Raymond James Financial

Brian Mc Fawn is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Ansira and CDK Global. Mc Fawn also operates McFawn Financial Services Group, LLC, a non-investment related business based in Troy, Michigan. 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 institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs alongside specialized municipal and retirement plan advisory services.

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