About Us
Marilyn Littlejohn Schmitz, CFP®
Vice President, Investments
Direct: 727-343-3162
Marilyn embraced the financial planning side of the business soon after joining Raymond James in 1987 and became a CERTIFIED FINANCIAL PLANNER™ professional. Prior to her securities industry career, she graduated from Florida Southern College in Lakeland, Florida, Summa Cum Laude. After an 11 year career as advertising and public relations executive, she joined Raymond James just prior to Black Monday. These early difficult years of the market helped shape her investment philosophies to focus on prudent, conservative, time-tested strategies. Marilyn is a graduate of the Securities Industry Institute based on the Wharton Campus of the University of Pennsylvania and sponsored by the Securities Industry Association. Originally from Ohio, Marilyn lives on the water in St. Petersburg where she enjoys power boating, traveling, and scuba diving. She recently married Larry Schmitz and added his last name in loving tribute.
Kim has worked with Marilyn since joining Raymond James in 1995. She takes pride in emphasizing a high level of customer service. In addition to holding securities and insurance licenses, she has attained the CERTIFIED FINANCIAL PLANNER™ certification. Prior to joining Raymond James, Kim developed a service business called "alternative staffing solutions" and later assisted in a small financial planning practice. Originally from Elgin, Illinois, a suburb of Chicago, Kim and her husband, Doug, live in St. Petersburg, where they enjoy restoring and showing classic cars. About Raymond JamesRaymond 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.
Raymond James Financial was recently 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. Please note that fees and charges will reduce an investor’s return. |
|
|
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
|
6392 First Avenue North
Saint Petersburg, FL 33710
Phone: 727-343-3108
Fax: 727-343-3168
Toll-Free: 888-668-9584
Direct: 727-343-3162
Contact Us
|
|