Providing customized services for discerning clients

The team at Executive Consulting of Raymond James is well versed in serving corporate executives and their need for well-managed benefits planning designed to transform their career success into personal wealth by maximizing opportunities while mitigating risk.

FORBES BEST IN STATE WEALTH MANAGEMENT TEAMS

Executive Consulting of Raymond James was named to the 2024 edition of the Forbes list of Best in State Wealth Management Teams.**

FORBES BEST IN STATE WEALTH ADVISORS

Sam Aspinwall received the honor of being named among the 2023 Forbes Best in State Wealth Advisors**

FINANCIAL TIMES TOP 400 ADVISORS

Sam Aspinwall was recognized as a Financial Times Top 400 Advisor in 2019 and 2021.*

Sam Aspinwall
Sam Aspinwall, CFP®
Private Wealth Advisor Managing Director
Omar de la Rosa bio photo
Omar De La Rosa
Senior Investment Analyst
Seth Bolno
Seth Adam Bolno
Senior Investment Analyst
Melissa Keung Bio Photo
Melissa Keung, CFP®
Financial Advisor
Nicole Castillo bio image
Nicole Castillo
Registered Client Service Associate
Ben Crayton
Ben Crayton, CAIA®
Senior Investment Analyst
Connect with us

Directed Share Program Contact Info:
DSP@RaymondJames.com
833-297-3223

 

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