About Us

Bill Theis
Complex Manager
Senior Vice President, Investments
Grant Davis
Senior Vice President, Investments
Jerry Davis
Senior Vice President, Investments
Michael Frayman
Senior Vice President, Investments
Jody Haas
Registered Sales Associate
Chris London
Sales Associate
Dennis Schwartz
First Vice President, Investments
Wealth Management Specialist
Linda Miles
Service Associate
Marianne Simpson
Associate Vice President, Invesments
Carol Grubb
Registered Sales Associate
James Zimmerman
First Vice President, Investments
Peter Vanden Broeck
Vice President, Investments
John Schloss
Financial Advisor
Dee Rzeczycki
Registered Sales Associate
John Janoch
Senior Vice President, Investments
Branch Manager

About Raymond James

Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.

  • More than 6,500 financial advisors
  • 2.4 million client accounts
  • 2,600 locations (United States, Canada and abroad)
  • $372 billion in client assets
  • $38 billion managed by its subsidiary asset managers

Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.

For more information, visit raymondjames.com.

SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

© 2012 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC         Privacy Agreement

Bill Theis Complex Manager Senior Vice President, Investments
3201 Enterprise Pkwy
Ste 240
BeachwoodOH 44122
Phone: 216-292-0165
Fax: 216-292-1871
Toll-Free: 866-269-0319
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