- Pat Daxon, VP, Wealth Management - Pat is a Certified Financial Planner CFP® and Chartered Financial Analyst (CFA) who provides support in the areas of financial planning and high net worth wealth management strategies. Pat is located in our St. Petersburg, FL home office.
- Andris Repins, Analyst, Structured Investments – Andris Repins provides support in customizing structured notes to our specified terms and serves as the liaison between us and all of the major investment banks. Andris is located in our St. Petersburg, FL home office.
- Chris Fluehr, Specialist, RJ Trust – Chris is a Certified Financial Planner CFP® and J.D. who helps support our clients in all trust services provided through Raymond James Trust. Chris is located in our St. Petersburg, FL home office.
- John Hanlon, Private Wealth Consultant, Premier Solutions, Wealth Planning - John provides support on clients with $25 million-plus in investable assets by offering custom wealth management strategies. John is located in our St. Petersburg, FL home office.
- Kenneth Grider, Senior MD, Investment Banking – Ken is a Senior Managing Director with Raymond James Investment Banking, where he manages the investment bank’s relationships with legal and accounting firms; venture, mezzanine, and lower market private equity funds. Ken is located in our St. Petersburg, FL home office.
- Jennifer Abele, Senior Mortgage Executive, RJ Bank – Jennifer provides support with all mortgage financing needs. Jennifer is located in our RJ FL home office.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner®, 
