Charlene Kott

CERTIFIED FINANCIAL PLANNER™

Co-Branch Manager

charlene.kott@raymondjames.com

    Charlene 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 25 years experience in the financial planning and investment management profession, and applies her knowledge and experience to help clients develop plans designed to achieve their long term financial goals and objectives.

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

    Charlene is active in the local Westerville community and the Westerville Area Chamber of Commerce where she has served as a Past Chamber Chairman of the Board. She currently serves on the Government Relations committee and is active with the Women in Busines.

David Kott

Co-Branch Manager

david.kott@raymondjames.com

    David is entering his 27^th year in the financial services industry and currently manages investments for both 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 is currently a member of the Financial Services Institute (FSI). 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.

   David 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. He currently serves Rotary as the Annual Giving Program chair for the District 6690 Rotary Foundation committee. He also is a Board member of the Westerville Sunrise Rotary Foundation.

   David and Charlene are long time residents of Gahanna, Ohio but love to travel on occasion. They also enjoy participating in community service, gardening and gourmet cooking. When David has free time he likes to practice his golf skills and compete with his friends.

    Dawn became a member of our team in February of 2010 and we are glad to have her as our Branch Assistant. She is in charge of handling incoming and outgoing correspondence, record keeping, continuing education and trade confirmations among other tasks. Her goal is to protect the reputation of Asset Management, be known as a person of high integrity, character and moral standing and one who helps others understand their own God-given self worth.

   Dawn lives in Granville with her husband Tim. They hold leadership positions as Deacons at World Harvest Church where they have been members since 1998. Dawn is a proud mother of three and is kept busy by spoiling her seven grandchildren. She enjoys spending time with family, reading, gardening and traveling.

    Theresa studied at Clark State Community College. Although she is new to our office, Theresa’s seven years of being administrative assistant while at Wendy’s International Headquarters will help take our business to the next level. Theresa and her husband, Mark, reside in Gahanna, OH. They have three grown children, Abbey and Kaylee, who are both graduates of Capital University, and Jordan, who is currently attending and playing Division I hockey for Colorado College. Theresa enjoys spending her time with her two grandchildren, Connor, two years old and her new granddaughter Annabelle.

   Her goals are to support our staff by applying her knowledge and experience to daily work tasks, be a positive team member and obtain the knowledge necessary to continue providing our clients with the level of service they deserve.