• Director, Longevity Planning

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …in providing guidance to their clients on financial and estate planning, along with risk management. The overall strategy is to ensure that all RJ FAs are equipped ... as Private Client Group (PCG) Education. They also partner with Procurement, Compliance , Legal, Supervision and other departments to ensure that outside resources… more
    Raymond James Financial, Inc. (10/05/24)
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