RAYMOND JAMES FINANCIAL SERVICES - Key Persons
Job Titles:
- Director of Client Experience, Gentian Financial Associate, RJFS
Ashley is dedicated to seeing that everyone enjoys the best possible 'Gentian' experience. Welcoming and caring, Ashley is a face our clients gtypically the first contact many people have with our team. Playing a key role in the firms marketing and communication, she handles special events, educational seminars and helps oversee office operations.
Job Titles:
- President
- CERTIFIED FINANCIAL PLANNER
Christopher Doughty CERTIFIED FINANCIAL PLANNER™ CFP® Chartered Retirement Planning Counselor CRPC® Chris has specialized in retirement planning ever since he began his career in the financial services industry in 1996. As a Chartered Retirement Planning Counselor, Chris has in-depth knowledge of the needs individuals face both before, during and after retirement.
Job Titles:
- Client Insights Manager, Gentian Financial / Associate, RJFS
Job Titles:
- Executive Assistant
- Associate, RJFS
Julie has over thirty years of experience working in the financial industry. She enjoys working with people and is dedicated to helping clients reach their financial goals. Her areas of expertise include overseeing the client onboarding experience and coordinating the client meeting preparation process. She strives to be a reliable resource that clients can trust to have their best interests in mind. She works to make all clients feel like they are a part of our Gentian family.
Job Titles:
- CERTIFIED FINANCIAL PLANNER
Establishing meaningful, trusting client relationships is the cornerstone to Ken's retirement planning practice. His genuine and approachable style as a Financial Advisor allows him to work in tandem with his clients, understanding their core beliefs and investment experiences to foster long-lasting relationships.
Job Titles:
- Director of Gentian Capture, Gentian Financial / Associate, RJFS
As the Director of Gentian Legacy Capture, Kristin drives the creative process to deliver a most meaningful gift to our clients. Kristin's work helps clients recount tales and document their stories, values and histories to preserve them for generations to come.
Job Titles:
- Director of Client Operations, Gentian Financial / Associate, RJFS
Lisa helps ensure that all office procedures and systems are running smoothly and efficiently; she is responsible for daily client interaction, appointment scheduling and account maintenance. Lisa is a great resource for any inquires you may have regarding statements, account transfers, money movement and general account questions and requests.
Job Titles:
- Chartered Retirement Planning Counselor CRPC® Financial Planning Associate, RJFS
Mike brings over four years of financial industry experience to the Gentian Financial Team, and has successfully passed both the series 7 and series 66 licensing exams. He assists our advisors with meeting preparations, trading, as well as the creation and maintenance of each unique financial plan.
Job Titles:
- COO & Director of Private Client Group
Peter's role with Gentian Financial is multifaceted. As COO, he handles the day-to-day business operations of Gentian, everything from human resources needs and building operations to business planning. As Director of our Private Client Group, Peter manages a designated team that assists high-net-worth families and individuals to navigate complex financial matters. His goal is to provide premium service and a truly exceptional client experience.
Having completed his Series 7 License and Series 66, Ryan performs fund and stock analysis, supports advisors through meeting preparation, assists with trading, and provides administrative support to relationship managers.
Job Titles:
- Chartered Retirement Planning Counselor CRPC® Financial Advisor
- Chartered Retirement Planning Counselor Financial Advisor
Zach's commitment to honesty, trust, and establishing meaningful relationships is at the forefront of his retirement planning business. Working off the values his family instilled in him, combined with his genuine nature; allows him to create distinct relationships with each one of his clients.