About Us
Stephanie Bowyer
Bruce Haltinner
David Sammons
First Vice President, Investments
Sun Coast Complex Manager
Bogie Korszen
CERTIFIED FINANCIAL PLANNER™, MBA
Vice President, Investments
Education:
Bachelor of Engineering in Electrical Engineering from Stevens Institute
Master of Business Administration from Nova University
Registered Professional Engineer (PE) in the State of Florida
Community Groups:
Big Brother with the Big Brothers Big Sisters Program
Graduate Assistant for Dale Carnegie Courses
Counselor the Service Corps of Retired Executives (SCORE)
Bob Kurvin
First Vice President, Investments
Financial Planning
Education:
Florida State University, BA Political Science
Previous positions held:
Senior Financial Advisor, Merrill Lynch
Education:
BA Douglass College: Rutgers University
Julia Stalnaker
CERTIFIED FINANCIAL PLANNER™
Financial Advisor
Certified Divorce Financial Analyst
Education:
Wittenberg University, BA Biology/ Laboratory Medicine
Kaplan University, Financial Planning Certificate
Institute for Divorce Financial Analysis
Community Groups:
Member Venice-Nokomis Rotary, Membership Chair, Board of Director
Member Venice Area Chamber of Commerce, Ambassador
Member of Fundraising Committee for All Faiths Food Bank
Previous positions held:
Sales Assistant, Wachovia
Education:
BA Plymouth State College, Business Administration
BA Kaplan University, Business Management
Series 7, 66, 9 & 10 Licensed
Community Groups:
Member, Nokomis Area Civic Association
Board of Director, Nokomis East Homeowners Association
Member, Laurel Nokomis PTO
Previous positions held:
Registered Sales Assistant, Morgan Stanley
Education:
Salem State College, BA Business Administration
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. |
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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. © 2011 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC Privacy Agreement
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Venice Branch
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