Russ Johnson, AIF®, CPFA
Accredited Investment Fiduciary
Senior Vice President, Wealth Management
Raymond James
Dean Pippio, CIMA®
Vice President / Sr. Asset Management Consul.
Asset Management Solutions
Glenn Baker, LUTCF, CRPS
Insurance Planning Specialist
Raymond James Insurance Group
Jack O’Rourke, CIMA®, CRPC®, AIF®
Portfolio Consultant / Asst. Vice President
Asset Management Services
Chris Fluehr, J.D., CFP®
Trust Consultant
Raymond James Trust, N.A.
Noreen McClure
Director
Fixed Income Private Wealth Management/Fixed Income Solutions
Marci Andriekus
Senior Internal Annuity Consultant
Raymond James Insurance Group
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.
