Gary L. Zaugg is a CERTIFIED FINANCIAL PLANNER^™ professional, a Chartered Financial Consultant (ChFC^®), a Chartered Advisor in Senior Living (CASL^®) and a Certified Divorce Financial Analyst (CDFA^®). He is also president of the Zaugg Financial Group, Inc. (ZFG) and a branch manager and registered principal of the Greater Norfolk/Hampton Roads office of Raymond James Financial Services, Inc., member FINRA/SIPC.

A financial planning practitioner with more than 30 years of experience, his service style focuses proactively on money management, client ownership and control issues, and mistake avoidance. Gary also specializes in developing sophisticated financial and estate plans for high-net-worth clients and their heirs, as well as coordinating strategies with his clients’ legal and accounting advisors to create and implement complex estate and tax planning techniques.

Gary conducts frequent portfolio reviews, based on need, regardless of his clients’ locations worldwide, and maintains a high level of access and communication, which is a foundational service mark. Working with a team of highly dedicated and well-trained, licensed financial professionals, we assist and provide service to all clients, whether they are novice or seasoned investors.

Professionally, Gary has been listed in the Institute for Certified Financial Planners’ (ICFP) Registry of CFP^® Licensed Practitioners. He has served in numerous leadership capacities on the local boards for the ICFP and the International Association of Financial Planners (IAFP) – both of which have joined together to form the Financial Planning Association. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (SFSP), the International Association of Collaborative Professionals (IACP), and the Collaborative Divorce Solutions of Tidewater (CDST).

Gary completed his professional certification through the College for Financial Planning in Denver in 1991 and holds Series 7, 24, 63 and 51 securities licenses as well as life, health, disability and long-term care insurance licenses. He has also completed advanced studies in behavioral finance through the Kennedy School of Business at Harvard University and estate planning through the Heckerling Institute for Estate Planning through the University of Miami School of Law.

Suzanne Robertson, CFP^®, is manager of client services and a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC. She has been with the group since 1998 and has more than 17 years of experience in equities and financial services. As manager of client services, Suzanne is responsible for coordinating the details of all aspects of client service, brokerage transactions, technology, compliance and communications process flows. She is particularly concerned with applying her service style and attention to detail toward proactively addressing mistake avoidance, wealth enhancement and the ever-changing tax environment.

Working directly with Gary Zaugg and Gary Briggs, Suzanne helps to develop and coordinate client financial plans and implement appropriate investment strategies in accordance with our mission: To help create and invest the wealth of our clients with the highest level of professional integrity, due diligence and proactive consideration of their changing financial needs and goals.

As an RJFS financial advisor, Suzanne is licensed in numerous states, allowing her to communicate with our geographically diverse client base. She has completed coursework at the University of Southern California and California State University, Chico, where she majored in accounting with a concentration in finance. In 2006, Suzanne obtained the CERTIFIED FINANCIAL PLANNER^™ certification through the College for Financial Planning in Denver. She also holds Series 7 (General Securities Representative), 63 (Uniform Securities Administrators Association) and 65 (Uniform Investment Advisors Law) securities licenses and is an authorized Virginia notary public.

Outside of work, Suzanne is an accomplished artist and ran her own art and design business in California for five years. In the community, she is a volunteer for various charities, having served on various boards of directors.

Phil, a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC, holds an MBA in finance and supports our in-house investment research. He has more than 27 years of experience in all levels of practical financial management and is a member of the United States Navy Reserve.