The Wealth Advisor
The primary point of contact for clients, overseeing the planning investment process and bringing the numerous resources of Raymond James to clients.

The Relationship Manager
Provides continuous client support, account monitoring and day to day record maintenance. The RM is integral to the estate planning process and becomes fully familiar with all generations of a family.

The Portfolio Manager
Oversees the Investment aspect of the relationship’s various accounts. The portfolio manager will work closely with client to determine proper asset allocation and risk tolerances in each account, taking into consideration the tax status of each account.

Parker Stafford Vice President, Senior Wealth Advisor and Fixed Income Manager	David C. Lackmann CFP®, CIMA®, MBA Vice President and Senior Portfolio Manager
R. Scott Givens CFA Vice President and Portfolio Manager	Dave Ness JD, CPA, CFP® President, Raymond James Trust Companies
Jamie Broome Assistant Vice President and Trust Advisor	John W. Biesinger, III J.D., AEP Vice President and Senior Trust Advisor
Jeffrey W. Beverly J.D. Vice President and Wealth Advisor	Christian W. Fram CFP® Investment Officer
Jeffrey F. Cowley J.D. Vice President and Wealth Advisor	Mike Marangiello Vice President and Wealth Advisor