Raymond James
Grace Mitchell, MBA
Senior Registered Client Service Associate
Jacquelyn Kesig
Registered Sales Assistant
Jared Reed
Retirement Plan Associate
Marcelle Vasen
Administrative Assistant
Sophia Tran
Patricia Sans
Senior Vice President Of Wealth Management
Amanda Stahl
Director, Longevity Planning | Wealth Planning, Global Wealth Solutions
James Armstrong
Senior Vice President
Brendan Ryan
Co Head Technology & Services, Investment Banking
Melissa Ramsey
Practice Management Specialist
Scott Turner
Managing Director, Patterson, Turner & Associates
Babita Ubhoo Hopal
It Support Analyst