Vero Beach, FL 17th St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,461 advisors across 2,959 offices

Location

623 17th St Ste 4

Vero Beach FL 32960

Advisors at this office

4

Advisors at this office

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Krysta W

Series 66

Vero Beach, FL

Raymond James Financial

Krysta Wright is a financial advisor at Raymond James Financial with Series 66 credentials and four years of industry experience. She has worked with various Raymond James affiliates since 2015. Outside of advising, she serves as treasurer for the nonprofit Dancing Horse Dressage & CT and acts as a healthcare power of attorney for her mother. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

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

Series 63, Series 65

Vero Beach, FL

Raymond James Financial

James Hart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James Financial in various capacities since 2012, and previously worked at Williams Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals, while also maintaining specialized programs for municipal and public finance clients.

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

Series 63, Series 65

Vero Beach, FL

Raymond James Financial

Kenneth Wathen is a financial advisor at Raymond James Financial in Vero Beach, FL, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial and its affiliate since 2009. From 2017 to 2020, he served as an advisor at Rosemare L Spytek Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized capabilities in municipal finance 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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Anne V

Series 66

Vero Beach, FL

Raymond James Financial

Anne Vliegenthart is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Kanner Group LLC and Nautilus Wealth Advisors. Outside of her financial advisory role, she serves as treasurer for the nonprofit Dancing Horse Dressage & CT and maintains an active legal practice drafting documents and interacting with clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, incorporating analytical tools and risk profiling, 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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