Jeffrey Saut joined Raymond James in 1999 and serves as the firm's Chief Investment Strategist. Previously, Mr. Saut was managing director of research at Roney & Co., which was acquired by Raymond James. Prior to that, he was managing director of equity capital markets for Sterne, Agee & Leach, Inc. His responsibilities there included equity research, investment banking, institutional sales, and syndicate.
After graduating from St. Andrews in 1971, Mr. Saut began his career on a trading desk in New York City and became the trade desk manager in 1972. In 1973, he joined E.F. Hutton, where he began following equities and writing research. He subsequently worked as a securities analyst for Wheat First Securities, and then Branch Cabell, where he ran the equity research group as director of research and acted as portfolio manager for the firm's affiliate, Exeter Capital Management. In addition, as director of research he built the research and institutional sales departments for the regional brokerage firm Ferris, Baker and Watts, Inc. and subsequently Sterne, Agee & Leach, Inc. Mr. Saut is well known for his insightful and colorful commentary regarding the stock market and makes regular appearances on Wall Street Week, CNBC, Bloomberg TV, USA Networks, Fox TV, NPR, and many local radio and TV networks. He is also often quoted in The Wall Street Journal, The New York Times, Barron's, The Washington Post, Business Week, U.S. News and World Report, Fortune and SmartMoney, as well as on many websites like MSNBC and TheStreet.com.
Glenn Baker represents the Raymond James Insurance Group (RJIG) as Wealth Transfer and Estate Planning Specialist for the state of Florida.
With over 29 years’ experience in insurance and financial services, Glenn is available to assist in all facets of our clients’ insurance needs. Meeting client goals, objectives and dreams in estate and wealth transfer planning, executive benefits, asset protection strategies, and business owner and family succession planning are areas of specialization.
Glenn works with our practice, clients and families along with other trusted advisors, including attorneys, CPAs and trustees. Glenn and his team’s service begins with planning ideas, client and other advisor consultation and case design. Glenn and his team also assume a “case manager” role and, once an application is submitted, work with the insurance carriers to secure the best possible coverage. Applications and other supporting documents are included in Glenn’s overall process.
Professional designations and affiliations include: Life and health insurance and variable annuity licenses, FINRA Series 7, 65 and Series 24 Registered Principal. Glenn has achieved the CRPS designation as Chartered Retirement Plan Specialist.
Boyd Nelson studied law at Washington University in St. Louis, Missouri. His studies were concentrated in the areas of estate planning, business and tax. He received his Juris Doctor degree in 1996. Prior to that he attended the University of Missouri where he received his Bachelor of Science in Business Administration with a double emphasis in Corporate Finance and Real Estate.
Boyd joined Raymond James Trust N.A. in the fall of 1996. After serving in an administrative capacity, Boyd started marketing for the organization in the southwest area of Florida. Soon his responsibilities were increased to include the Midwestern states. In 2004 New York Life recruited Boyd to create and implement their marketing program for New York Life Trust Company. In 2005 Raymond James Trust N.A. brought Boyd back to launch their marketing effort to the Western United States.
Boyd is a member of the Florida and ST. Petersburg Bar Associations and is active with the Tampa Bay Estate Planning Council, a professional organization of estate planners. Boyd is a Certified Trust Financial Advisor, a graduate of the American Bankers Association Graduate Trust School and licensed Financial Advisor. He is a frequent lecturer to Financial Advisors, Attorneys and CPAs concerning estate taxes, the use of trusts and their places in estate plans.