About Us
With more than 20 years’ experience in the financial services industry, Michael Ohlman possesses the extensive knowledge and expertise to help his clients’ important investment decisions seem effortless. His professionalism is coupled with a commitment to helping people make the most of their financial lives. “I want my clients to be better off for bringing their investment needs to me,” he explains. “My mission is to help them reach their financial goals so they can enjoy the fruits of their labor.”
Michael’s vast educational background includes a bachelor’s degree in business finance from the University of South Florida. Additionally, he obtained his CERTIFIED FINANCIAL PLANNERTM certification from the College for Financial Planning in Denver as well as a Wealth Management Specialist designation from Kaplan University in Davenport, Iowa. He is a registered investment advisor representative and holds a broad array of industry licenses. He has been honored by Raymond James, achieving membership in the firm’s elite President’s Club and Chairman’s Council.
Michael lives in Bradenton with his wife, Tracy, and children, Michael, Ellie and Jayne. When he’s not working with clients, he enjoys spending time with his family, golf and flying.
Tom Dailey is committed to helping clients ensure their financial plan supports their life goals. His investment services expertise is complemented by a strong educational background and professional experience gained outside of investment planning.
He majored in business at Loyola University and also attended the Management Institute at the Georgia Institute of Technology. He holds a general securities license and is a securities agent/investment advisor representative. Prior to becoming a financial advisor, Tom held several management positions in the electronics industry. His experience in upper management, combined with his investment expertise, allows him to bring a unique perspective to his clients.
Tom and Lesa have been married for over 25 years and have two sons, Jim and Ryan, both college students. The family also includes their two Corgis, Max and Snoopy. Active in his community, he is an officer in the Kiwanis Club, serves on the board of trustees of a major performing arts organization, and is the finance committee chair of his church. He is a classic car aficionado, and also enjoys biking and sailing.
The idea of combining an analytical nature and a strong education in finance with her innate desire to help others drew Suzanne Kerr to the financial services industry. She came to Raymond James in 2003 because she knew about the firm’s ethical core and also knew several investors who were growing their wealth using the company’s investment processes.
A Narragansett, Rhode Island, native, Suzanne earned her bachelor’s degree from the University of Notre Dame, with a major in finance and a minor in international business. She holds a series of general securities and insurance licenses.
She brings her dedication to client service, a deep knowledge of investments and an efficient, friendly attitude to her work. A Bradenton resident, away from the office Suzanne teaches in the Junior Achievement program on a volunteer basis, regards photography as a serious hobby and indulges her two English bulldogs.
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 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
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.
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