Raymond James
Nicolas Velastegui
Acquisitions Analyst
Brian Mc Pherson, Cfp®
Senior Vice President, Investments Cfp®
Troy Brandon Gibbs
Vice President, Investments
Umar Majeed
Application Developer, Technology
Theodore Shively
Sr. Branch Operations Manager
Cibi Arasu
Technology Manager
Maxine Dennis
Trade Support Specialist
Tammy Jackson
Talent Pipeline Programs Senior Manager
Laura Steckler
Certified Financial Plannerâ , Vice President, Investments
Matt Satterwhite
Client Service Associate
Julia Richardson
VP, Supervision Fiduciary Services
Rod Hennek
Managing Director