Tumwater, WA Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

300 Deschutes Way S.W., Suite 106

Tumwater WA 98501

Advisors at this office

3

Advisors at this office

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Susan K

Series 63, Series 65

Tumwater, WA

Raymond James Financial

Susan Keltner is a financial advisor at Raymond James Financial in Tumwater, WA, holding Series 63 and Series 65 credentials with two years of industry experience. Her previous roles include positions at Northwestern Mutual and Keating. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Tumwater, WA

Raymond James Financial

Jordan Dowers is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Keating & Associates prior to his current role. 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 employs tailored, non-discretionary planning and 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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Steven G

CFP®, ChFC®, Series 66

Tumwater, WA

Raymond James Financial

Steven Gideon is a CFP®, ChFC®, and holds a Series 66 license with 26 years of industry experience. He has been with Raymond James Financial since 2009 and has prior experience at Keating Financial Advisory Services. 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 clients. The firm uses analytical tools and risk profiling to tailor recommendations and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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