Raymond James Financial
William Lotzmann is a Senior Financial Advisor with experience at Raymond James, where William leads financial planning and analysis. Prior to this, William worked at Apex Systems (ExxonMobil) as a Strategy and Financial Planning Advisor, providing consulting services to IT organizations. William also has experience as a Business Technology Consultant at UBEO Business Services and as a Senior Financial Analyst at Booz Allen Hamilton. William graduated from Clemson University with a Bachelor's Degree in Business Management with an Accounting Minor.
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Raymond James Financial
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Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF).