RAYMOND JAMES & ASSOCIATES - Key Persons

Job Titles:

• Practice Branch Coordinator

Ashlee plays a vital role in ensuring the smooth operation of Integrated Wealth Solutions. She is responsible for bringing peace and efficiency to the administrative and organizational aspects of our practice by providing exceptional support and going above and beyond to meet and exceed our client's expectations. In addition to her client-facing responsibilities, Ashlee coordinates the establishment and maintenance of new and existing client accounts while ensuring compliance with industry registration requirements. Her attention to detail and meticulous approach ensure that all paperwork and documentation are handled accurately and in a timely manner. Ashlee's extensive experience in the financial industry began with Raymond James in 2006 in Augusta, Georgia. Having returned to her native Florida in 2019, she became an integral part of the IWS team in 2023. With 17 years of expertise in the industry, Ashlee brings valuable knowledge to the organization. Outside of her professional commitments, Ashlee enjoys various activities during her free time. Her interests include reading, spending quality time with her family, and the company of her beloved Doodle, Murphy. Additionally, she takes pleasure in cheering for the UCF Knights!

Job Titles:

• Member of the Integrated Wealth Solutions Team

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Member of the Office Team
• Director, Private Wealth Advisory - Wealth, Retirement & Portfolio Solutions

As director of the Private Wealth Advisory team, "Chip" Bauder provides guidance on advanced planning strategies to the firm's largest private clients to improve their overall wealth management plan. He joined Raymond James & Associates in 1993 and later managed the Financial Planning & Wealth Solutions departments from 1997 to 2011. Chip left the firm to oversee a private family office and manage a boutique hedge fund for sophisticated investors. Mr. Bauder returned to Raymond James in 2015 and is additionally focused on providing personal wealth management solutions to Raymond James' investment banking clients. Mr. Bauder received his Bachelor of Business Administration degree from Stetson University and his Juris Doctorate from Florida State University College of Law. He attained the Certified Private Wealth Advisor (CPWA®) designation from the Investment Management Consultants Association and the University of Chicago.

Job Titles:

• Member of the Integrated Wealth Solutions Team
• CFP®, CWS Managing Director, Private Wealth Advisor
• Member of the Raymond James Chairman

Helping people attain financial independence is what attracted David to the financial services industry. It is that passion that drives every decision he makes as he helps families bring together all of the pieces of their financial lives. David's dedication to helping others is not limited to the clients that he and his team serve. As a Cannon Financial Institute instructor, he coaches and trains other financial professionals throughout the industry, striving to help them become better at serving the needs of their clients. He does this by following a philosophy he calls "helping others help others." David is a member of the Raymond James Chairman's Council,* 2009 - present, a privilege limited to a select few. The honor is awarded only to those financial advisors who have demonstrated the utmost in commitment to the precepts that define Raymond James - among these a dedication to independence, innovation, intelligence, and integrity. A 1990 graduate of Liberty University, David holds a Bachelor of Science degree in Business Administration. He also earned an Associate's degree in Military Science from Washington and Lee University. David graduated Airborne School in 1989 and was commissioned as a U.S. Army Officer in 1990. His commitment to further education continued with the Certification and Professional Education Program at the University of Central Florida in 1996, which ultimately led David to earn the certification as a CERTIFIED FINANCIAL PLANNER™ practitioner in 2000. He continued his education through Cannon Financial in 2008 and earned the Certified Wealth Strategist™ designation. David and his team founded Integrated Wealth Solutions of Raymond James in 2008. Before founding IWS, David worked at several prominent wealth management firms. He has built a successful career as a distinguished advisor and thought leader throughout the industry. In 2008, David founded a men's ministry called IronMen of God™. IronMen exists to help men integrate and live out their faith in two primary areas of life (Family and Work). Over the years, IronMen has partnered with various ministries to create both local and global impact. These ministries include Be Strong Global™, Life without Limbs™, Sleep in Heavenly Peace, Prince of Peace Guatemala, Got Your Six, The Hope Center, and Dream Center. Originally from Miami, David resides in Winter Garden, Florida. His passions beyond the world of finance include his faith, family, and various nonprofit causes. David has been married to his "bride" for 30 years and has two grown daughters.

Job Titles:

• Member of the Integrated Wealth Solutions Team

Job Titles:

• Member of the Integrated Wealth Solutions Team
• CFP® Private Wealth Advisor

Justin's passions are getting clients financially organized, developing comprehensive financial plans, helping clients maximize employer benefits they may have access to, and incorporating risk management tools and techniques as necessary. Clients will spend time with Justin in the beginning of an engagement as we understand the various financial pieces involved, as well as throughout the relationship as we have ongoing meetings and reviews. Justin graduated with distinction from the University of North Carolina at Chapel Hill with Bachelor's degrees in both Economics (with departmental honors) and Mathematics. He then fulfilled his dream of being an Ivy League student when he attended Cornell University for graduate school and earned his Master's degree in Economics while helping teach a Financial Economics course and a Money and Credit course. In 2015, he moved back to Central Florida and joined Integrated Wealth Solutions of Raymond James. In 2017, he became a CERTIFIED FINANCIAL PLANNER™ professional. Justin married his loving wife, Michelle, fresh out of college in 2013. He and Michelle both grew up in Central Florida and now live in Winter Garden with their son and two daughters. If you ever can't find them in Winter Garden, odds are they are off traveling the globe.

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Client Service Associate
• Institutional Consulting Services

Karen graduated with honors, magna cum laude, from Millsaps College, where she successfully completed her Bachelor of Arts degree in History. During her time at college, Karen not only excelled academically but also showcased her athletic abilities as a member of the varsity soccer team. Additionally, she was an esteemed member of the Delta Delta Delta sorority, further enriching her college experience. Building upon her undergraduate success, Karen pursued higher education and obtained a Master of Science degree in Political Science from the University of Southern Mississippi. Furthering her dedication to education, she went on to earn a Master of Arts degree in Teaching from Simmons College. Karen's professional journey began in the field of education, where she devoted over 15 years to teaching in both Massachusetts and at Montverde Academy locally. Demonstrating her passion for education, Karen later transitioned into higher education consulting and advising, leveraging her expertise to support and guide students. Karen's unwavering focus on client satisfaction, combined with her exceptional teaching abilities, made her a natural fit for Integrated Wealth Solutions (IWS). In her role, Karen will contribute to various aspects of the practice, including practice management, client relationships, multigenerational planning, and assisting clients with their Integrated Wealth Management System. As the proud mom of two teenage boys that are surviving triplets, Karen actively participates in her community, serving as an Ambassador Family for Children's Miracle Network, serving on the Family Advisory Board for Arnold Palmer Hospital and works extensively with the Boone High School PTA and tennis team.

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Member of the Office Team
• Wealth Strategist

Leann Detmer joined the Wealth Planning team as a wealth strategist in 2019 after spending five years with Raymond James Trust as a vice president and trust officer. Her tenure with the trust company equips her with real-world insights into the intricacies of trust administration and provides first-hand knowledge of unintended complications in legal drafting. She is a licensed attorney in the state of Florida and holds the industry designation of Certified Trust and Financial Advisor (CTFA). Leann has a passion for collaborating with high-net-worth individuals, their families, and financial advisors in order to craft efficient and effective estate plans designed to achieve a broad range of wealth planning goals. Prior to embarking on her fiduciary journey with Raymond James, Leann held a variety of sales and marketing management positions with Harman International, Omnicom Group and Dole Food Company. Leann holds a bachelor's degree in business from Barry University in Miami, Florida, and a Juris Doctor from Stetson University College of Law in Gulfport, Florida. Leann spends her spare time studying for a Master of Laws in Taxation (LL.M.) at Villanova University Charles Widger School of Law, practicing yoga, and enjoying the beautiful parks of St.Petersburg with her husband, Mike, and her dog, Mobius.

Job Titles:

• Member of the Integrated Wealth Solutions Team

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Senior Vice President, Wealth Management

Mike receives great fulfillment from helping people realize the full potential of their wealth. Not just for themselves, but for their families and their communities. Together with the IWS team, he employs a comprehensive approach to financial planning and an institutional approach to investment management. Mike began his career in wealth management at Bank of America and Banc of America Investment Services in 1996. In 2008, he became a founding partner of Integrated Wealth Solutions of Raymond James. Mike earned a Bachelor of Arts degree, in Industrial and Organizational Psychology, at Eastern Illinois University. Subsequently, Mike completed the required coursework and examinations necessary to earn the Investment Management Consultant designation from the Raymond James Institute of Investment Management Consulting program. Most recently Mike continued his studies, in the field of investment analysis, at the Wharton School of Business in Philadelphia. He is a member of the Investments and Wealth Institute and holds the Certified Investment Management Analyst (CIMA®) designation. Mike also holds the following licenses: Series 7, 9, 10, 63 and 65. Originally from Chicago, Mike has lived in Central Florida for over thirty years. He and his wife, Gwen, have a son and a daughter. Mike is an active member of the community, serving as a Deacon within his church and at other local nonprofits. Outside his professional and philanthropic pursuits, Mike enjoys spending time with his family, traveling, pickle ball and jogging. Mike is also an avid Chicago sports fan.

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Member of the Office Team
• Chief Portfolio Strategist
• Vice President, Consulting Services RJF / Chief Portfolio Strategist, Asset Management Services, RJF

Nick is chief portfolio strategist for Asset Management Services (AMS) at Raymond James, and oversees a team of research analysts who, among other activities, are responsible for setting the asset allocation policy for an AMS discretionary account (Freedom), Raymond James recommended models, and the UMA platform. He is also a voting member of the AMS Investment Committee, which is the decision making body for AMS products such as Freedom and Separately Managed Accounts. Nick is also a member of the Raymond James Investment Strategy Committee, which drives the firm allocation recommendations. He joined Raymond James in 2006 as a Fixed Income Due Diligence officer and has approximately 20 years in the industry. Nick has a B.S. in finance and B.A. in political science from the University of South Florida and an MBA from the University of Tampa. He earned his Chartered Financial Analyst charter in 2005 and is a member of the CFA Institute, Investment Management Consultants Association and Financial Analysts of Tampa Bay. He spent 10 years at T. Rowe Price and a year with National Planning Holdings, a subsidiary of Jackson National Life, before joining Raymond James.

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Member of the Office Team
• Director of Institutional Consulting Services

Bob serves as Director of Institutional Consulting Services group in the home office of Raymond James and has more than 20 years of experience in investment management. He holds the professional designations of Chartered Financial Analyst and Accredited Investment Fiduciary. Before joining Raymond James in 2012, Bob was Senior Vice President at Morgan Keegan & Co. (which was acquired by Raymond James). Earlier in his career, he was a Senior Vice President and Director of the Managed Assets Group at McDonald Investments, Inc. in Cleveland, and was a Commissioned Bank Examiner at the Federal Reserve Bank of Cleveland. Bob proudly served as an officer of the United States Marine Corps. Bob holds a Bachelor of Science degree in Finance from Bowling Green State University. In addition, he is a graduate of the Securities Industry Institute, where he completed a three-year executive development program hosted by the Securities Industry and Financial Markets Association and Wharton Executive Education. He is a member of the CFA Institute, the MidSouth Association for Business Economics and the Cleveland Society of Security Analysts.

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Member of the Office Team
• Member of the Central Florida Estate Planning Council
• Vice President and Trust Officer, Raymond James Trust, N.a.

Shantell Boyett has been with the Raymond James Trust Orlando office since 2003 where she began as a Trust support specialist. She has advanced to her current position of Vice President and Trust Officer in which she manages over 350 trust accounts, ranging from grantor trusts to marital, family, charitable, beneficiary IRA's and others. Prior to joining Raymond James, Shantell worked at multiple brokerage offices includingRaymond James Financial Services. She also has prior experience working as an assistant toa wholesaler for life and annuity products. Shantell is a member of the Central Florida Estate Planning Council, a network offellow trust officers, attorneys and CPAs. She is also a graduate of the Florida Banker'sAssociation Trust School. When she's not working hard for her clients, Shantell enjoys crafting and spending time withher family. Shantell grew up in Central Florida and resides with her three children in OrangeCity, Florida.

Job Titles:

• Member of the Office Team
• Institutional Fiduciary Solutions Consultant

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Member of the Office Team

Job Titles:

• Member of the Integrated Wealth Solutions Team
• Registered Client Service Associate

Susan plays a pivotal role in upholding the exceptional level of personalized service we offer our esteemed clients. Demonstrating both expertise and prompt responsiveness, Susan's unwavering dedication to excellence shines through in every interaction with our valued clientele. Her invaluable contributions greatly support our team, ensuring smooth operations and efficient handling of all administrative requirements. Susan's initial interest in the financial markets led her to pursue a career in the financial services industry. Motivated by a desire to collaborate with a distinguished group of professionals, she ultimately found her place at Integrated Wealth Solutions of Raymond James. With a rich background in the financial services sector since 1998, Susan has garnered experience working with reputable organizations such as First Union, Smith Barney, and Banc of America Investment Services. Complementing her practical expertise, she holds a Bachelor of Arts degree in Psychology from the University of Central Florida. Originally from Melbourne, Florida, Susan currently resides in Winter Springs with her husband, Bob. When she's not engaged in her professional pursuits, Susan enjoys indulging in hobbies such as gardening, baking, and cherishing quality moments with their beloved basset hound, Maggie.