Raymond James Financial

Michael Ipp is a financial advisor with Raymond James Financial Services Advisors, Inc. in Livingston, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he works as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Thomas Mcintire is a CFP® with 33 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Irving, TX. His prior roles include positions at Cadent Capital, LLC, Insurance Planners & Advisors Group, and The Guardian Life Insurance Company. He serves as a board member and finance committee member for the Dallas Rotary Club Foundation, overseeing investments and supporting the foundation’s philanthropic efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Sandra Young is a CFP® professional with 37 years of experience in the financial services industry. She is currently with Raymond James Financial and has held roles at Fidelity and Guarantee Life Insurance, Wolf Financial Services, and operates SJ Young Financial Services LLC. She is the owner of SJ Young Financial Services LLC, where she manages branch operations and staff support. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a significant focus on advisory and implementation-support services.

Jens Fonnesbeck is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial in Denver, CO, and has held prior roles at U.S. Bancorp Investments and Fidelity Brokerage Services. Outside of his advisory work, he is involved with First Investments and Planning as an associate employee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm primarily offers non-discretionary financial planning and investment consulting, utilizing a variety of implementation options and supported by an extensive affiliate network.

Angela Peterson is a financial advisor with Raymond James Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has been with Raymond James since 2009 and previously worked at Greek Gates LLC. Peterson also owns a support company used for tax reporting purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

Stephen Wright is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He is a partner at Erwin - Wright Wealth Management Group and has been with Raymond James Financial Services since 2015. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Linda Oeth is a financial advisor with Raymond James Financial in Louisville, KY, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior roles include positions at Weinzapfel Wealth Advisors, Economy Securities, and CWM, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs and emphasizes advisory and implementation-support services rather than discretionary management.

William Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2009 and with Raymond James Financial Services since 2005. Outside of his advisory role, he owns and operates several businesses, including Ben Smith & Company Financial Services, Inc., Ben Smith Life Compass Financial, Inc., and Life Compass Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors and high-net-worth clients to pension plans and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by firm research and a broad network of affiliated financial services.

Evan Mayer is a CFP® with 20 years of experience in financial advising, currently affiliated with Raymond James Financial Services Advisors, Inc. His prior roles include positions at SunTrust Advisory Services and Nave Capital LLC. He hosts a podcast aimed at financial advisors, discussing high-level industry concepts and practice management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Anthony Beal is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 1999, including 17 years at Raymond James Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes tailored advice supported by extensive firm research and multiple implementation options.

Augustus Bo Davis is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Edward Jones, and FirstBank. In addition to his advisory role, he acts as a non-variable insurance agent with FirstBank Insurance Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and frequently operates in an advisory capacity, supported by a broad affiliate network.

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at Union Investment Services, Union Bank & Trust, and Atlantic Union Bank. He serves as a trustee and power of attorney in several personal financial capacities. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Tural Nadirli is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and has additional experience at Infinity FCU and the University of Southern Maine. Nadirli also serves as an independent contractor for North Atlantic Investment Partners, a support company affiliated with his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Mitchell Harris is a financial advisor at Raymond James Financial Services Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Outside of his advisory role, he is a musician and serves as a subcommittee member for a local business networking organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, often functioning in an advisory and implementation-support capacity.

Christopher Corcoran is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previous experience at Cetera Investment Services and BB&T Investments. Corcoran is also involved with Alexander Financial Group in Mc Connellsburg, PA. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory services that support client decision-making rather than delegated management.