The Financial Advisory and Client Services team at Raymond James Financial is dedicated to providing tailored investment strategies and comprehensive financial planning for individual and corporate clients. They work closely with clients to understand their financial goals, deliver personalized advice, and ensure seamless service throughout the investment process. The team leverages their expertise in the financial markets to support clients in making informed decisions that align with their long-term objectives.
Carl Lanza
Registered Principal
Clifford Cook
Senior Investment Executive
David E. Taylor
Registered Principal
Gary L. Zaugg
Registered Principal
Jamie Richardson
Registered Principal
Lynn Phillips-Gaines
Registered Principal
Quinn Peebles
Investment Portfolio Associate
Randy Carver
Registered Principal
Steven B. Siskin
Registered Principal/branch Ma...
Tom King Cfp®
Registered Principal
View all