828.651.9788 | Fax: 877.872.8903
The challenges facing financial advisors and branch managers aren’t ones Scott had to learn about vicariously. He walked the walk and talked the talk as an RJFS branch manager himself in Greenville, South Carolina, where he faced his own tests in managing client relationships, interacting with Raymond James headquarters and doing the work of a financial advisor. “I can say ‘I understand what you are going through,’” he says, “and relate to the compliance, supervisory and sales issues I used to face.”
Scott believes that to carry out his supervisory duties he should interact with financial advisors as they interact with their clients. He wants to get to know branch managers, their practices, their goals and their ideal business models. Given that knowledge, he can better address any challenges and determine how Raymond James resources can be aligned to help.
Scott began his career in the financial services industry in 1989 when he opened a new branch office with Edward Jones. He joined Raymond James in 1995 as an independent contractor and has been part of the National Sales team since 2001.
Assistant Regional Director
727.567.2874 | Fax: 727.567.8009
Dan became a financial advisor in January 2000 with the Huntington Investment Company in Sarasota, Florida. He received the Certified Financial Planner™ certification in 2003 and joined Morgan Keegan in 2004. While at Morgan Keegan, Dan served as director of the Financial Advisor Development Program at the company’s home office in Memphis, Tennessee. In this role, he coached advisors at various experience levels as they set out to grow their businesses. He later returned to Florida to serve as branch manager for the Sarasota office. Dan’s background provides a valuable and experienced resource for branch managers and financial advisors who strive to develop efficient business models and are prepared to take their practices to the next level.
Dan is a graduate of the University of Florida. He is also a Certified Investment Management Analyst™, holds the Series 7, 9/10, 24, 63 and 65 licenses, and is a licensed life, health and variable annuity agent.
Business Development Consultant
757.229.3412 | Toll-Free: 866.386.1767 | Fax: 757.229.3415
Helping Raymond James grow means recruiting high-quality advisors and providing them with the tools and support they need to grow their own practices. Bob has been doing this since 1989. During his tenure with the firm, he has served as both a financial advisor and branch manager, and has gained what he says is a deep appreciation for the Raymond James culture of independence and an empathy for the concerns of advisors.
Vice President, Business Development Consultant
727.567.1988 | Fax: 727.567.8009
John began his career with Raymond James in April 2000 with the Technology Training department. John has since held positions as a senior business systems specialist, IT product manager and sales development manager for the Mid-States Division of Raymond James & Associates.
Before his career with Raymond James, John served in the United States Air Force as a weather specialist. He currently holds the Series 7, 24, 66 and life, health and variable annuity licenses. John also has achieved the Wealth Management Specialist designation and is a Registered Corporate Coach. Originally from Fort Wayne, Indiana, John moved to Florida in 1996. He resides in Seminole with his son Cory. He enjoys golfing, boating, running, biking and coaching Little League baseball.
Business Development Associate
727.567.2139 | Fax: 727.567.8136
With 10+ years of industry experience, Amara is committed to supporting prospective independent advisors throughout their due diligence process as a Business Development Consultant for the Mid-Atlantic Region.Amara began her career in the Financial Services Industry at Nationwide Financial in Columbus, Ohio. Prior to her current role, Amara served as a Financial Specialist for Wachovia Bank and a Transition Consultant for Raymond James. She also spent time at Transamerica Financial Advisors, Inc. as Practice Management Associate responsible for assisting with New Representative and Sales Associate training. In 2012, she was promoted to Compliance Officer responsible for facilitating Firm Element Continuing Education and researching and responding to regulatory inquires and customer complaints. Excited for a new opportunity, Amara returned to Raymond James early 2013.
Amara studied Business Management with a concentration in Finance at Eckerd College and currently holds her Series 7, 24, 6, 63 & Florida Life, Health & Variable Annuity License. She currently resides in St. Petersburg, FL with her fiancé.