A strong network
of support

Since 1994, Green Wealth Management Group has maintained a proud affiliation with Raymond James, a financial services leader that shares our commitment to always doing what’s best for clients. Our relationship with the firm provides access to a variety of investment alternatives, as well as support from our international headquarters that includes not only resources and planning tools, but the wisdom of subject-matter experts and respected professionals.

Chip specializes in providing guidance on advanced financial planning strategies for high-net-worth families and individuals. Upon joining Raymond James & Associates in 1993, Chip was tasked with managing both the Financial & Retirement Services and Wealth Solutions departments. After a brief hiatus from Raymond James, during which he oversaw a private family office and managed a boutique hedge fund, Chip returned to the firm with a fresh and innovative focus on providing personal wealth management strategies for Raymond James’ investment banking clients.

Chip received a Bachelor of Business Administration degree from Stetson University and a Juris Doctorate from Florida State University College of Law. He attained the Certified Private Wealth Advisor® (CPWA®) designation from the Investment Management Consultants Association and the University of Chicago.

When not in the office, Chip enjoys spending time with his wife, Heather, and their three children. He is an active fundraiser for the Cystic Fibrosis Foundation.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

Pat joined Raymond James in 1996 and is responsible for providing educational and technical financial planning and wealth management support for the associates and financial advisors of the firm’s parent company, Raymond James Financial, Inc. (NYSE-RJF). He is a member of the CERTIFIED FINANCIAL PLANNER™ (CFP®) Board’s Business Model Working Group, the Securities Industry and Financial Markets Association Wealth Strategies Roundtable, the Tampa Bay Chapter of the Financial Planning Association (FPA) and the Tampa Bay Society of Financial Analysts. Pat is also a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst®.

When not in the office, Pat enjoys spending time with his wife, Kimberley, and their three daughters.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Chet oversees the portfolio consultant team that provides asset allocation and portfolio construction services for high-net-worth clients. He served as a member of the Wealth Management Solutions (WMS) Investment Strategy Committee, overseeing the firm’s asset allocation policy and discretionary investment portfolios. He also served as a senior analyst for Morgan Keegan’s Alternative Investments Group and as manager of the WMS Due Diligence Group. Prior to joining Morgan Keegan, Chet was an investment officer for Vining Sparks in fixed income institutional sales, where he managed and traded accounts for financial institutions and money managers.

Chet has a bachelor’s degree in civil engineering from Vanderbilt University and a master’s degree in finance from Emory University. He is a member of the Investment Management Consultants Association, holds the Certified Investment Management AnalystSM and Accredited Investment Fiduciary® designations as well as the Series 7 and 63 licenses. In his free time he enjoys playing tennis and golf, traveling and volunteering with his church’s youth ministry.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Nicholas Lacy, Chief Portfolio Strategist for Asset Management Services (AMS) at Raymond James Financial, oversees a team of research analysts who, among other activities, are responsible for setting the asset allocation policy for AMS discretionary (Freedom) and the Raymond James Recommended models as well as the UMA platform. He is also a voting member of the AMS Investment Committee which is the decision-making body for AMS products such as Freedom and Separately Managed Accounts. Nicholas is also a member of the Raymond James Investment Strategy Committee, which drives the firm allocation recommendations. He joined Raymond James in 2006 as a fixed Income Due Diligence Officer and has spent approximately 20 years in the industry.

Nicholas has a B.S. in finance and B.A. in political science from the University of South Florida and an MBA from the University of Tampa. He earned his Chartered Financial Analyst charter in 2005 and is a member of the CFA Institute, Investment Management Consultants Association and Financial Analysts of Tampa Bay. He spent 10 years at T. Rowe Price and a year with National Planning Holdings, a subsidiary of Jackson National Life, before joining Raymond James.

Brian Arthur has been helping people find suitable and affordable borrowing solutions for more than 15 years. Today, he works tirelessly to help individuals and families throughout the Southeast United States secure mortgages, securities based lines of credit1,2 and margin loans1 to purchase a new home or renovate their current one.

Brian worked for years educating and training other financial professionals on how to counsel their clients to use debt responsibly and appropriately with respect to their overall financial plan. As a lending solutions consultant with Raymond James Bank, he puts all that knowledge and experience to work for individual investors like you. He will work closely with you to assess your financing needs and determine how you can leverage your current financial situation to secure the best borrowing solution for you.

Raymond James Bank, a wholly owned subsidiary of Raymond James Financial, was chartered in 1994 to complement the firm’s traditional brokerage services. To accomplish that, the bank offers a variety of innovative, versatile financial solutions to meet just about any lending need. Brian can help you compare various loan options to find the solution that not only fits your needs but also fits seamlessly into your overall financial plan.

Brian focuses on the needs of the clients the bank serves in Alabama, Arkansas, Georgia, Mississippi and South Carolina. He firmly believes each client deserves a world-class experience in selecting a suitable borrowing option and does his very best to deliver.

1Margin or a Securities Based Line of Credit may not be suitable for all clients. The proceeds from a Securities Based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the margin call, and the firm can sell the client’s securities without contacting them. The interest rates charged for a Securities Based Line of Credit are determined by the market value of pledged assets and the net value of the client’s Capital Access account. The interest rates charged for Margin are determined by the amount borrowed. For additional information on margin, visit http://sec.gov/investor/pubs/margin.htm.

2Securities Based Line of Credit provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, a federally chartered national bank.

As regional marketing director with the Raymond James Insurance Group, Brad brings more than 25 years of experience in financial services to working with clients. He spent more than 20 years as a sales and marketing executive with several major life insurance companies. He has been a CERTIFIED FINANCIAL PLANNER™ professional for more than 20 years, as well as a registered principal.

Most recently, Brad was vice president of national accounts with a large insurance brokerage general agency located in Atlanta, Georgia. In this capacity, he was responsible for point of sale assistance with financial advisors of three major broker/dealers. His expertise includes estate planning, retirement planning, business success strategies and legacy planning concepts. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

As trust consultant for the Midsouth Region, Jeanne provides advisors and clients with awareness, education and expertise of the services offered by Raymond James Trust. Jeanne has over 30 years of experience in the financial services industry and is knowledgeable in investment management, insurance, financial planning and estate services. An active member of her community, she is a Rotarian, an alumna of the North Suncoast Estate Planning Council as well as a member of Morton Plant Mease Financial Services Council, Women In Philanthropy and Leadership Pasco, Florida. Jeanne studied at the University of South Florida and has trained with Cannon Financial Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Kevin brings 21 years of financial planning experience to his role at Raymond James. Before joining the company in 2006, he was an attorney in Clearwater, Florida, practicing estate and gift tax planning, as well as representing business owners and high-net-worth families. Before that, he was a tax manager at an international accounting firm in Miami. Kevin’s responsibilities include consulting with financial advisors and their clients regarding financial planning, as well as income, gift, estate and charitable tax planning. His areas of expertise include reviewing, interpreting, summarizing and explaining sophisticated estate plans; income tax planning and tax reduction strategies; wealth transfer planning; financial and estate planning; succession planning for business owners; stock compensation planning for corporate executives; and planned charitable giving.

Kevin attended the University of California at San Diego, where he received his bachelor’s degree in economics and political science. He earned his Juris Doctor at the Ohio Northern University Claude W. Pettit College of Law and his LL.M. from the University of Florida Levin College of Law. He holds Series 7 and Florida 2-15 health and life (including annuities and variable contracts) licenses. Kevin’s memberships include the Florida Bar and the Real Property, Probate and Trust Law section of the Florida Bar.

In his spare time, you’ll find Kevin hiking on and maintaining Florida nature trails.

Kenneth Grider joined Raymond James & Associates in 2009. Prior to joining Raymond James, Kenneth spent 14 years with a boutique corporate finance consulting firm, Tunstall Consulting, ultimately serving as the firm’s senior managing director. Over this period, Kenneth primarily focused on business development, financial engineering and capital formation for more than 125 growth companies. Kenneth has experience in public offerings of debt and equity, recapitalizations, mezzanine and equity investments, and mergers and acquisitions. In his previous role, he focused on determining corporate viability for accessing the institutional capital markets and on evaluating capital alternatives. Kenneth also spent two years on the buy-side as a principal with Equitable Capital Management.

Kenneth received his undergraduate degree in economics from Emory University in 1993 and his MBA from Wake Forest University in 1995.

Bob brings more than 20 years of investment management experience to his role as director of the firm’s Institutional Consulting Services group. Before joining Morgan Keegan (which was later acquired by Raymond James) in 2006, Robert spent nine years at McDonald Investments Inc. in Cleveland, where he last served as director of the Managed Assets Group. Prior to McDonald, he worked at the Federal Reserve Bank of Cleveland and proudly served as an officer in the United States Marine Corps.

Bob earned a bachelor’s degree in finance from Bowling Green State University and is a graduate of the Securities Industry Institute – an executive education program at the Wharton School. He holds the Chartered Financial Analyst® and Accredited Investment Fiduciary® designations, and is a member of the CFA Institute, the MidSouth Association for Business Economics and the Cleveland Society of Security Analysts.

My serves as vice president and senior institutional consultant for the Raymond James Institutional Consulting Group for Asset Management Services. With more than 17 years’ experience in the investment industry, with the last 14 years spent concentrating on institutional investment management, she specializes in all aspects of the institutional consulting process including IPS development and review, asset allocation, manager search and selection, and ongoing due diligence. Prior to joining Morgan Keegan’s Wealth Management Services (now a part of Raymond James) in January 2003, she was a member of a managed money investment team at UBS and Morgan Keegan, where she was responsible for high volume mutual fund and ETF trading and reconciliation, mutual fund due diligence and client service liaison.

My holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Certified Investment Management AnalystSM designation administered by the Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. My has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. My also holds a B.A. in finance and business studies from the University of Massachusetts Amherst.

My currently resides in Atlanta with her husband, Patrick, and her two sons, Joshua and Andrew. My spends her free time teaching financial literacy to elementary school students as a volunteer with Junior Achievement and continuing her education. My is enrolled in the Master of Liberal Arts program, Nonprofit Management, at Harvard University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.


You want your money to work as hard as you do, and you deserve a team who can help make sure it does.

Green Wealth Management Group