Charlene C. Kott, CFP^® completed the licensing requirements designating her as a Registered Investment Advisor Representative and a Registered Securities Principal of Raymond James Financial Services, Inc. and functions as Co-Branch Manager of the firm. She is also a CERTIFIED FINANCIAL PLANNER^TM professional, having received her CFP^® designation in 1992. She has more than 22 years experience in the financial planning and investment management profession, and applies her knowledge and experience to help clients develop plans to achieve their long term financial goals, objectives and dreams.

Charlene has taught numerous financial, retirement and investment management educational programs for individuals, Fortune 500 corporations and various organizations and is a member of the Financial Planning Association. 

Charlene is active in the local Westerville community and the Westerville Area Chamber of Commerce. She has served as a Past Chamber Chairman of the Board. She and her husband and business partner, David Kott, were recognized as the Business Person of the Year finalist for 2005 by the Westerville Area Chamber of Commerce.

David W. Kott entered the financial services industry more than 22 years ago and manages over $40 million for individual and corporate clients. He completed the licensing requirements designating him as a Registered Investment Advisor Representative and a Registered Securities Principal of Raymond James Financial Services, Inc. and functions as Co-Branch Manager of the firm. David takes a personalized, planning-oriented approach to helping people realize their goals and objectives. He has taught numerous investment seminars and workshops to individuals, corporations and organizations.

Dave is active in the Westerville community and Rotary Club of Westerville Sunrise. He has served on the Club’s Board for many years in various capacities and was given the Club’s 1997 Rotarian of the Year award. He has also served as president during the year 2000/2001.

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.