Upper Arlington, OH Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

5001 Horizons Drive, Suite 102

Upper Arlington OH 43220

Advisors at this office

3

Advisors at this office

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Elena D

Series 66

Upper Arlington, OH

Raymond James Financial

Elena Duffner is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has previous experience at PNC Bank and Keller Williams Realty. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as 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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Richard M

Series 63, Series 65

Upper Arlington, OH

Raymond James Financial

Richard Medich is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been affiliated with Raymond James Financial and related entities since 2010. Medich is also president and owner of Medich Group Inc. and serves as secretary responsible for financial reporting at St. Stevans Orthodox Church. 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 using 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
user avatar

Ryan B

Series 66

Upper Arlington, OH

Raymond James Financial

Ryan Blevins is a financial advisor with Raymond James Financial in Upper Arlington, OH, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors for three years. Outside of his advisory role, he is co-owner of Rowlette Executive Search, where he currently manages bookkeeping duties. 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 offers tailored non-discretionary planning and consulting using 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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