Mary has a spent the majority of her working life in the financial industry.

She worked for 8 years at Merrill Lynch in operations department and then

20 years as a branch manager for Baker & Co. She has also worked as an industry arbitrator. She has a BA in Social Economics from USF.

She joined Raymond James in 2005 as the Operations Manager.

Raymond Frugia has over fifteen years experience in a wide variety of leadership, managerial and marketing positions worldwide from start-up to large organizations.

Primarily focused in international sales, marketing, management and investment, Ray obtained his MBA from the College of William and Mary in 1996 and an MPA from Troy State University in 1990. He achieved his BA in international business from the University of Puget Sound. Prior to college, Raymond served in the United States Air Force.

Relationships built on trust, dependability and professionalism are the cornerstone of our business at Raymond James & Associates. Our high standards along with a commitment to excellence is what Lyn Rogers brings to her clients.

Offering personalized services to each of her clients, Lyn has built her practice on a diversified mix of portfolio management services, estate planning and retirement planning. Seeking lasting, quality relationships with clients, she strongly believes in asset allocation, encouraging clients to adopt common sense financial planning principles and to avoid trendy investment fads or speculative strategies.

Lyn joined Raymond James in 1992, following a successful 20-year career in real estate (having dealt with residential sales, property management and analysis of commercial investment properties for high-net-worth clients). Drawing on her many years of providing investment advice in the real estate field, she transitioned to the securities and financial planning side of the investment world, joined forces with her husband, Philip Rogers, CFP®, at Raymond James. Respected for her broad perspectives on investing, Lyn provides comprehensive investment and financial planning advice to a large number of individual investors, not only in Sarasota, but throughout the United States, Europe and Latin America.

Raymond James is pleased to have Lyn Rogers on our team. You too will be glad to have her on your own team of trusted personal advisors. We invite you to call today to schedule a free initial consultation.

Professional Experience:

Micheal Tutcher is an established veteran of the financial services industry. After fifteen years in the business, Mike moved his practice to Raymond James to give his clients even greater choices and flexibility. He joined our firm as a senior vice president of investments with the downtown Sarasota office in May 2006.

Mike is also a very active member if our community. He is currently a member of Mission Valley Country Club, where he serves on the Board of Directors and is Chairman of the Membership Committee. Mike also serves on the Board of Directors of the Marine Corps Scholarship Foundation (Sarasota/Manatee Chapter). Mike has served on the Board of Directors at the Asolo Repertory Theatre Company ( 2005 – 2008), he is Treasurer of the South County YMCA Foundation.

Mike is also a highly regarded speaker in the financial services industry. Michael has conducted workshops and given seminars on many topics, including portfolio design, mentoring, client development, and practice management. Thousands in the industry have benefited from his unique background education and experience.

In addition to being honored with a National Quality Award he also has membership in the Million Dollar Round Table.

Education / Designations / Affiliations:

BA University of South Florida (Finance) 1991

MBA University of South Florida (Marketing) 1993

CLU The American College (Chartered Life Underwriter) 1995

ChFC The American College (Chartered Financial Consultant) 1996

REBC The American College (Registered Employee Benefits Consultant) 1998

Memberships:

National Association of Insurance and Financial Advisors

Society of Financial Services Professionals

Beta Gamma Sigma, National Honor Society for Collegiate Schools of Business

Janie Arguello has been with the firm for 4 years. As a Branch Operations Specialist, Janine manages the office operations area, were she deals with different day to day challenges; client request services, and daily transactions, etc. She knows that the key to a successful branch is the quality of excellent service to all client needs.

Janine also serves as a Certified Branch Technical Liaison. Janine deals with our technical issues on a daily basis as well as coordinates all our software updates and equipment installations of any new technology upgrades.

 In acknowledgement of her service, commitment to excellence, and loyalty to the firm she earned the ACE Award within the whole Florida/Metro Region.

Janine enjoys dancing, going to the beach, and most of all spending time with her 4 year old son and her family.

As client service associate for the Main Street Financial Group, Dee Ann is the key point of contact for everything clients need after retaining the group’s services. From setting up Internet access to accounts and monitoring the status of funds transfers to changing beneficiaries and answering questions about client statements, Dee Ann deftly handles dozens of tasks on a daily basis.

As a branch technical liaison (BTL, level 10), Dee Ann serves as an in-house professional on the technology needs for both the group and for the Sarasota branch. Dee Ann also manages the website content for the branch and coordinates equipment installations and software updates.

Prior to joining Raymond James with the Main Street Financial Group in 2006, Dee Ann held a similar position with the group when they were affiliated with MetLife Financial Services. She has been in the industry since 2004.

The proud mother of five children, spread out in age from college to elementary school, Dee Ann loves the balance she is able to maintain between her career at Raymond James and her family.

Christine Schultz is the Gottesman Wealth Management Group’s registered client service associate. She joined Raymond James in 2005 with 25 years of brokerage experience. She holds a Series 7 and Series 63. She is responsible for the Gottesman Wealth Management Group’s administrative duties. She was born in Illinois and moved to Florida in 1969. She enjoys spending time with her children, doing volunteer work, and riding her Harley.

Trevor Taylor is a native of Sarasota, who grew up on Bird Key. Trevor has a degree in hospitality from Lynn University, in Boca Raton, Fl. Trevor ran his families retail business for several years before attaining his real estate license and then his real estate broker’s license. Trevor eventually followed his true passion of many years and decided to get his securities licenses. Now at home with Raymond James, Trevor is ready to share his love for customer service with his clients. Trevor is truly passionate about his clients obtaining their financial goals and dreams. His hobbies include fishing, sporting events, being with his wife Nikki, and daughter Madison, and playing with his dog Ava.

Richard received his Bachelors of Science degree in Finance and Economics from the University of Baltimore, Robert G. Merrick School of Business.

He has 14 years of experience as a licensed registered representative.

In managing investment portfolios, he implements investment policies with emphasis on management of portfolio income and portfolio volatility.

Elizabeth C. Bertelsen an Associate Vice President, Investments has been in the Financial Services industry for over 15 years. Her father has been a value equity mutual fund Portfolio Manager for over 40 years so she feels that she “literally grew up in the business.” She earned her BA from Lake Forest College in Lake Forest, IL. She manages assets for individual investors, Trusts, and non-profit organizations. She specializes in working with small business owners, recently divorced or widowed women, and high net worth professionals approaching retirement. No two investors are alike as far as goals, objectives, and risk tolerance. Therefore, she creates "customized" investment plans that are based on an individual client’s needs and objectives. Her investment strategies may include mutual funds,individual equities, professionally managed portfolios, life insurance, ETF’s, and municipals.•IIn 2004, she was voted a 2004 40 Under 40 Finalist by the Gulfcoast Business Review for outstanding professional achievements and significant community involvement. She lives in the historic Poinsetta Park Neighborhood with her Firefighter / Paramedic husband 4 dogs, 4 cats, and a pond filled with Japanese koi.

She looks forward to serving your investment needs. Please feel free to contact her anytime by phone 941-329-3282 or email elizabeth.bertelsen@raymondjames.com .