Woodlands Hills, CA Office

Trennon Waters is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Monument Associates, Monument Wealth Advisors, and Raymond James Financial Services since 2015. Waters serves as Treasurer and Co-Secretary on the board of the Hidden Lake HOA, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm provides tailored non-discretionary planning using advanced analytical tools and supports a wide network of advisors with specialized programs in municipal finance and retirement plan consulting.

Milton Greenberg is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and affiliated firms since 2016. In addition to his advisory work, he serves as an agent offering AFLAC insurance products and is an officer and treasurer at Jigsaw Wealth Management. 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 uses analytical tools such as risk profiling and probability modeling to support client goals.

Charlene Pemstein is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. She has been associated with Raymond James and Monument Associates since 2015. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm utilizes fact-finding, risk profiling, and analytical tools to offer tailored, non-discretionary planning and investment consulting.

David Jenni is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Raymond James since 2016, with prior experience at D.A. Davidson & Co. He is also the owner of Jigsaw Wealth Management, a non-investment-related support company. 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, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation to a municipal advisor and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Samantha Thompson Innes is a financial advisor with Raymond James Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2016 and previously at D.A. Davidson & Co. and Crowell Weedon & Co. Innes is also vice president and owner of House of Flame and Revelry Events, LLC, a company that produces literary-themed events. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, supported by analytical tools and unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.