Raymond James
Michele Morgan
Client Service Associate
Angela Toney
Senior Client Service Associate
Joseph Mc Pherson
Senior Cost Basis Associate
John Berg
Global Consumer Head
Jessica Gillespie
Administrative Assistant
Jeff Lyons, Cfp®
Phillip A. Vaughan
Vice President, Investments
Robert Schwarz
Managing Director
Christopher Del Bene
Information Technology Analyst
Julie Rambo
Compensation Manager
Emily Carry
Vice President, Financial Services Investment Banking
Angie Reed
Administrative Assistant