Our Partners

Nick Goetze
Fixed Income Services
Raymond James

Nick Goetze is the Head of Fixed Income Services and a Managing
Director in Raymond James Fixed Income Capital Markets Division. His primary responsibility is running the Fixed Income Services Group and coordinating the efforts of the Retail sales force with the fixed income underwriting and trading operations. He also helps maintain some of the firms’ largest fixed income portfolios using industry leading, proprietary fixed income software. 
 
Prior to joining Raymond James in 2003, he was employed by Legg Mason and Alex brown and Sons, both located in Baltimore, MD. He has worked in the financial services industry since 1997.

Mr. Goetze received a bachelors of science in business from Cornell University.

Roger Fakes Jr., JD, CIMA^®

Trust Consultant & First Vice President

Raymond James Trust

Roger Fakes serves as the first vice president and trust consultant for the Southwest Region of Raymond James Trust, N.A. and has over 18 years of financial service industry experience. Roger helps the financial advisors of Raymond James integrate the services of Raymond James Trust into their business practices by educating both advisors and their clients on the topics of estate planning and the utilization of corporate trustees.

Prior to joining Raymond James Trust, Roger worked at Morgan Keegan, where he provided comprehensive wealth solutions to his high-net-worth clients as a financial advisor. For the eight years prior, he served as a trust officer for both Regions Morgan Keegan Trust and SunTrust, ultimately serving as senior trust officer in the Memphis office.

He received his bachelor’s degree from Washington and Lee University and his law degree from the University of Memphis. Roger holds the Certified Investment Management Analyst (CIMA^®) designation and is an honors graduate of Cannon Financial Institute Personal Trust School.

Raymond James Trust, N.A. is a wholly owned subsidiary of Raymond James Financial, Inc. Raymond James does not provide legal advice.

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.