Home office 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, 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 as our strategic partners in areas such as asset management, lending solutions, insurance planning, trust services and estate planning.

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Nicholas Lacy
Nicholas L. Lacy, CFA®
Vice President, Consulting Services Chief Portfolio Strategist
Aaron Harris
Aaron Harris
Regional Insurance Planning Specialist Raymond James Insurance Group
Global Wealth Solutions
Roger Fakes
Roger E Fakes, J.D., CIMA®, CIMA®
First Vice President, Trust Consultant
Christopher Skelton
Christopher Skelton
VICE PRESIDENT, BANKING CONSULTANT

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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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.

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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