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STRATEGIC PARTNERSFROM RAYMOND JAMES

Raymond James helps us in many important ways, providing access to leading investment research, operational and trading support, market-leading technologies, and above all, to professionals who offer their invaluable insight on a wide spectrum of important financial disciplines. Here are key individuals in the Raymond James home office who help us serve you by serving as our strategic partners in wealth management, portfolio strategies and retirement planning.

Partners

Murphy Bradshaw
Murphy Bradshaw, CFP®
Wealth Management Consultant
Chris Drennen
Chris Drennen
Vice President, Banking Consultant
Cari Kearney Bio Image
Cari Kearney, CAIA
Regional Structured
Investments Consultant
Beth Dominguez
Beth W. Dominguez, CFP®, CPA, CPWA®, CEPA®
Private Wealth Consultant
Larry Adam Bio Image
Lawrence Adam, CFA, CIMA®, CFP®
Chief Investment Officer,
Global Wealth Solutions
Michael_Kepesky_Headshot
Michael Kepesky, JD, CFP®
Regional Insurance Planning Specialist Raymond James Insurance Group (RJIG)
Ron Caffrey
Ron Caffrey II
Trust Consultant - Central Region (TX, OK, KS, NE, SD, ND)
It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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