STRATEGIC PARTNERS from 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.

Otterson Team Lobby

Our Partners

Joe Weaver
Joseph Weaver, CFP®
President, Raymond James Trust, N.A.
Ken Grider
Kenneth Grider
Managing Director,
Head of Business Development
Trevor Bennet
Trevor Bennett, CFP®
Private Wealth Consultant Wealth Planning, Global Wealth Solutions

Trust services provided by Raymond James Trust N.A. Raymond James Trust N.A. is affiliated with Raymond James & Associates, Inc., and Raymond James Financial Services, Inc.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

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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.

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