Our Partners at Raymond James

Raymond James helps support our business in many important ways. In addition to providing award-winning investment research, operational and trading support, and access to market-leading technologies, the firm surrounds our team with experts on a broad range of subjects such as wealth planning, insurance planning, structured lending, alternative investments, mortgages and more.

Paul McGloin Bio Image
Paul McGloin
Trust and Estate Consultant to Alex. Brown
Christopher Fluehr
Christopher Fluehr, J.D., CFP®
Trust Consultant Raymond James Trust
Christopher Krastel
Christopher Krastel
VICE PRESIDENT OF ALTERNATIVES DISTRIBUTION & PRODUCT MANAGEMENT
David Mann
David Mann
Managing Director Head of the Private Institutional Client Group for Raymond James
Glenn Baker
Glenn Baker, LUTCF®, CRPS™
Estate and Wealth Transfer Advisor Insurance Specialist
Jason Abeles
Jason Abeles
VICE PRESIDENT, BANKING CONSULTANT
Kenneth Grider
Kenneth Grider
Senior Managing Director Head of Business Development, Investment Banking
It is the framework which changes with each new technology and not just the picture within the frame.
Marshall McLuhan

The future at your fingertips

 

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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