For the health and safety of our clients and associates, we are temporarily closing our physical office in an effort to minimize the spread of COVID-19. However, we will continue to work remotely on your behalf. For the time being, we plan to rely on phone and web conferencing to stay in contact with valued clients, like you.

While the physical office is temporarily closed, we have taken measures to ensure your needs remain a top priority, so your phone calls may be routed to our mobile numbers or Raymond James’ corporate offices.

If you need immediate assistance and cannot reach us, please call Client Services at 800.647.7378 and a Raymond James associate will assist you as soon as possible.

Staying Connected Virtually: Securely access your account information, make transfers and view your financial documents at any time through Client Access. You can also update your document delivery preferences to reduce the paper mail you receive.

Our Branches

Our branches are growing rapidly, and we intend to add elite financial advisors in each area. We specialize in providing fee-based financial planning, international investment and asset management services. Most of our advisors joined Raymond James from other firms, giving our branches an uncommon level of diversity. Wherever we are situated, we are sincerely involved in the community, supporting various charitable causes, including the United Way. Our branches are friendly, supportive and collaborative – creating just the kind of atmosphere that allows advisors to thrive.


Alexis Lenssen, CFP®, WMS

Vice President, Investments

Branch Manager

Frank Diego, CDFA, WMS

Vice President, Investments


Brian Layman, WMS

First Vice President, Investments


Barbara Scott, WMS

Financial Advisor


Chris Mellon

Financial Advisor


Debra Stephens, WMS

Senior Vice President, Investments

Managing Director

Scott Housel, CFP®

Financial Advisor



Daytona Beach Branch
444 Seabreeze Blvd.
Suite 700
Daytona Beach, FL 32118

T: 386.252.5571
F: 866.522.8753

Map & Directions

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.