Weston, FL Executive Park Dr Office

Patrick Carter is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been associated with multiple firms since 2009 and operates Carston Ventures Inc., a business that provides health insurance to individuals and small businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Craig Donner is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2004. Outside of his advisory work, Donner serves as a trustee and executor managing trusts and estates, and he owns businesses including a real estate brokerage and a chiropractic practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and supports clients through a broad advisor network, with specialized capabilities including municipal advisory and SIMPLE IRA employer consulting programs.