• David R. Petty, CFP®

    Senior Vice President, Investments

    Investment Management Consultant

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.